Integrated technology

Systems that improve client service and business efficiency

Benefits

Modernise your IFA practice

Seamless data capture

Our integrated systems remove the need for manual data re-entry and connect via APIs wherever possible so you don't have to rekey.

Embedded compliance

Manage compliance without the hassle, using systems that automatically follow set compliance benchmarks, workflows and processes.

Enhanced flexibility

With our adaptable systems approach, you can integrate and use other systems where suitable and applicable for your advice process.

Integrated processes

Operate an advice process via integrated systems that automatically generate reports, research and suitability letters.

Our technology suite

Integrated applications

X-Plan

Holistic practice management system that centralises client data and financial planning to enhance efficiency.

CashCalc

Simplifies cash flow forecasting and provides compelling UI and client reporting.

Defaqto

All-of-market research tool that offers data-driven decision-making with no duplication, helping focus on client outcomes.

Suitability Letters

Automates the creation of suitability letters, reducing manual work and ensuring compliance with regulatory requirements.

Ongoing support

Get the most from our integrated system suite

From onboarding to launch to regular operations, you’ll have access to personalised training, dedicated support, expert guidance and 24/7 online resources to help you work smarter and deliver better client service.

Get Started

Ongoing training

Access to regular training sessions for you and your team via both face-to-face and virtual sessions.

Comprehensive resources

Detailed guides, documentation and videos are available to support your system utilisation.

Dedicated help desk

Our team is always available to assist with any technical or system-related queries.

Best-practice support

Receive tips and best practices to optimise the systems for maximum impact and business efficiency.

Business operations

Tools to help you optimise and scale

Data-driven insights

Advanced analytics and AI can be used to guide decision-making, ensuring firms can offer smarter, more effective financial advice.

Collaborative tools

Enhanced team collaboration via real-time updates, file sharing, and task management can increase efficiency and productivity.

Scalable growth

Systems that scale with your business without added complexity provides flexibility and scalability while preserving margins and existing processes.

All benefits

Go beyond technology,
explore the full range of benefits

Integrated Technology

Seamless integrations for better client service

Compliance Support

Compliance without the complexity

Business Development

Expert support from start-up to scale-up

Adviser Services

Services to support your advice process

Investment Solutions

Flexibility to build or adopt with full support

Mortgage & Protection

Support for mortgage & protection advisers

Client-book acquisition

Grow your business via client-book acquisition

View all benefits

Integrated technology FAQs

How can we help?

We answer your questions about our technology, and how it can benefit your business.

What systems are available to support my business?

ValidPath offers a suite of systems and applications, including XPlan, CashCalc, Defaqto and others, to help streamline your operations, boost efficiency, and simplify compliance, all from one integrated system suite.

Can ValidPath systems improve my business efficiency?

Yes. Our applications are integrated to the highest degree possible ensuring that information can flow between systems and thereby reduce your rekeying and admin, and support your client management.

Does ValidPath offer a technology training programme?

Yes. We provide a comprehensive training programme across all systems and ongoing resources and support to help you learn and get the most from our systems.

Can I continue to use my existing systems?

Yes. We require use of our centralised system for compliance and reconciliation purposes, however, we are agnostic to other adviser tools on the basis they are fit-for-purpose and seek to integrate where possible (if not already).

Interested to learn more?

                                    Speak to ValidPath today to find out how our integrated technology suite can benefit your business.                                 

Get Started Get Started