Client List: Past and Present
Providers & Platforms
Aegon
AIG Life
AJ Bell
Aviva
AXA
BUPA
Canada Life
Columbia Threadneedle
Elevate
Ellipse
Embark Group
Fidelity
Friends Life
Funds Network
Guardian
Hornbuckle Mitchell
Invesco Perpetual
Just Retirement
Legal & General
LV=
Metlife
Munich Re
Old Mutual Wealth
Partnership
Paultons Life
Praemium
Prudential
Royal London
Scottish Widows
Standard Life
Sun Life Financial of Canada
Vitality Life
Winterthur
Zurich
Technology Suppliers
360 Lifecycle
Advicent Solutions
Capita
CGI Group (LogicaCMG)
Creative Technologies
Distribution Technology
Envestnet Yodlee
Euroclear
Focus Solutions
GBST
HISL
Hive Software (Poland)
IBM
Intelliflo
iPipeline
IRESS
Keylane A/S
Microsoft
Momentum (MoneyHub)
Morningstar
Nuance
Ortec Finance
SSP
Synaptic Software
True Potential
Wealth Wizards
Mortgage Lenders
Clydesdale Bank
GE Money
Halifax
Kensington
Mortgage Express
Nationwide
Platform
Santander
SPML
Advisers & Others
Aon
Barclays Capital
Benefex
Cap Gemini Ernst & Young
Capital FCS
CII/PFS
Deloitte Consulting
Equiniti
Experian
EY
HelloWallet (USA)
Intrinsic Financial Services
Jelf Group
JLT
Mercer
NatWest
NED Group (South Africa)
Openwork
Origen
Origo Services
Price Waterhouse Cooper
Royal Bank of Scotland
Sesame
SimplyBiz
Skipton Financial Services
St. James’s Place
Staffcare
Tavistock
Tenet Group
Threesixty Services
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