Delivering Accelerated Benefits

Through Pragmatic, Tailored Frameworks

Our team are at the heart of our consulting proposition and are supported by a wide range of tools and frameworks that enable us to deliver positive outcomes for our clients, quickly and efficiently. At the core of our consulting is our SimplifyDNA Capability Model, which provides an abundance of Wealth-oriented information around products, people, process and technology.

With over 300 best-practice Wealth operations process maps out of the box, product specifications for all core Wealth products, correspondence templates for all primary client and adviser communications and feature and functionality definition to support solution development initiatives, you won’t find a model anywhere else that has the breadth and depth of insight that SimplifyDNA contains.

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