Assist companies supplier The Verve Group has launched a brand new back-office dashboard.
Dextera will enable Monetary Planners to handle compliance, group, coaching and enterprise operations from a single dashboard via a sequence of integrations.
It additionally supplies a framework and central place to collaborate on regulatory and operational tasks.
The expertise went dwell to current purchasers in July and is now obtainable as standalone expertise.
Verve mentioned it’s at present scheduling future releases which is able to embody integrations with different software program fashionable with Monetary Planning companies.
The agency is providing a seven day free trial.
Cathi Harrison, chief government of The Verve Group, mentioned: “I do know first-hand the challenges of operating and rising a enterprise. Desirous to see every little thing that’s occurring at my agency in a single place. Needing proactive reminders of key enterprise features. Getting some further, versatile useful resource as and when wanted. These aren’t challenges unique to recommendation companies; they apply to all companies.
“With the launch of Dextera, companies can function their precise again workplace features (regulation, enterprise operations, group administration) from a single place and with the deliberate integrations, all their key info may also sit on a single dashboard.
“Dextera is exclusive in offering a enterprise view – not simply specializing in purchasers and their property – and my perception is {that a} central place to see the essential highlights in a agency is extra essential than us making an attempt to construct a single piece of tech that does completely every little thing.”
Dextera has been developed in home by the help companies supplier over the previous two years.
Verve mentioned by creating the expertise in-house they’ve full management over the route of all future developments.
Dextera has pricing tiers based mostly off the variety of customers, raging from 1 person at £75 + VAT to 11-20 customers at £225 + VAT. For companies with over 21 customers pricing can be bespoke.
Any human help wanted is charged individually via the system.