Client List - Past & Present

Providers & Platforms

Aegon

AIG Life

AJ Bell

Aviva

AXA

BUPA

Canada Life

Columbia Threadneedle

Elevate

Ellipse

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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