Licensee Solutions

Technology Consulting Services

Innovation starts with seeing things differently

Centrepoint Alliance Technology Consulting Services leverages the scale and resources of our business to deliver bespoke technology solutions to yours.
Through our team of experts, we offer a broad range of consultancy services that will enable your firm to:

  • Improve the client experience
  • Increase back office efficiency
  • Automate manual processes
  • Increase productivity

Current Services

  • XPLAN Connect
    Set up of XPLAN integration to expose client engagement tools and enable website leads to feed directly into Compass
  • Compass Training
    Optimise Compass specific to the processes in your advice firm with face to face training personalised to suit your needs.
  • Threads & Workflows
    Design, develop and create customised threads and workflows to bring automation and efficiency to your back office.

We’d love to help your firm develop intelligent solutions and integrate new technologies to raise the quality of financial advice.

Get in touch and we’ll set up a time to discuss your needs.

Enquire today!