For more than 20 years, I’ve worked alongside IFAs and advisory firms in various capacities. Over that time, the conversations changed.

Regulation increased.
Administrative pressure grew.
Compliance expectations became heavier.

And more often than not, the discussion came back to the same question:

“How do I manage all of this and still give my clients the time and quality advice they deserve?”

CRM systems came and went. Portals were introduced. New tools promised efficiency. Yet many firms still found themselves relying on personality-led growth and informal referral habits, because that’s how relationships had always been built.

But as firms, and owners, matured and succession planning and valuations became more real, it became clear that relying on personality alone wasn’t sustainable. Growth needed structure. Referrals needed visibility. Business development needed to be repeatable.

At Dovera Capital, those conversations stayed with us.

For nearly two years, we researched, compared notes and asked difficult questions. We worked closely with firm owners and advisers to understand what was genuinely needed, not another layer of technology, but a practical system that reduced pressure rather than adding to it.

The result was MyBrokers.App

But building the system was only half the challenge. The real question was how to deliver it in a way that didn’t disrupt firms’ existing infrastructure. It had to integrate seamlessly. It had to sit alongside current systems. It had to bring clarity to referrals, opportunity sharing and client engagement, all in one secure, organised environment.

And it had to support what advisers actually want:

To grow their book.
To generate more referrals.
To reduce unnecessary admin.
To spend more time with clients.

MyBrokers.App was built around those needs.

Today, we are proud to say it is live, and being used by firms who want structured growth without losing the human element that makes advice meaningful.

Because at its core, this has never been about technology.