Built for Firm Value
Stronger Client Retention
Embed processes that reduce key-person risk.Share investments in one organised environment.Turn opportunity sharing into visible new enquiries.Keep engagement consistent and centralised.In how clients engage with your firmLess back-and-forth. More visibility.
Clear Opportunity Distribution
Structured Client-Led Referrals
Enhanced oversight and clarity
Reduced Inbox Dependence
It’s Features:
White-Labelled Experience your brand, your client journey
Enterprise Security & Compliance GDPR / FCA-appropriate controls
Open API Integration works with your existing systems, not replaces them
Real-Time Engagement Analytics see what your clients engage with most
App-as-a-service means you get your own fully branded client app without having to build, maintain, or manage one.
Advisory firms can launch a fully branded mobile app without the cost and operational burden of building and maintaining one internally.
Built as enterprise-grade infrastructure for regulated financial services firms.
We run the tech, you run the client experience.
Because Even If You’re Not Thinking About Selling Your Business, You Should Always Be Looking At Increasing Its Value.
January, 2026Soft Launch Ending Soon
MyBrokers App will move to a paid model following the soft launch period.
The fully branded mobile experience - with open API integration for seamless connection to your existing systems.
Paid access includes setup and full rebranding.