Consolidators

Manage multiple firms under one organisation with consolidated reporting, controls, and visibility.

Onboard new firms in minutes through automated data migration and structured setup.

Convert paper records into searchable, structured data across the organisation.

Maintain strict separation between firms – separated by team and user permissions.

Apply granular permissions aligned to advisory: advisers, paraplanners, compliance, and administrators.

Track every action, query, and content change with full, timestamped logs for regulatory review and investigation.

Built on the full Independent Firm feature set, with additional layers for oversight, scale, and control.