What you see
Deliver experiences clients love
Complete control + visibility
Accelerate with intelligent automation
What your clients see
Access information on their multiple policies
Capability to connect
Your App
Pensions
- 24/7 access to view, plan and manage all pensions in one place
- Find lost pensions and transfer other policies to view on your app
- Withdraw
Investments
- 24/7 access to your investments
- Check how investments are performing
- Start new or add to - investments, via the app
Insurance
- 24/7 access to insurance policies
- Use of calculators and financial tools to plan next steps
- Online application with intergrated docusign for new policies
Mortgages
- 24/7 access to view and manage your mortgage via the app
- Make overpayments easily
- Re-mortgage/ switch mortgages or apply for a new mortgage
Every service you offer, available anywhere
Features
Customer Experience
With our white-label client portal app, your customers enjoy a smooth, branded experience from start to finish. Everything feels familiar and professional—your logo, your colors, your tone—building trust with every interaction. They can access updates and key information anytime, anywhere, making their journey faster, easier, and more connected to your brand.
Marketing & Sales
Leverage the power of HubSpot to supercharge your marketing and sales efforts. With simple workflows, automated emails, smart reminders, and real-time insights, you can engage leads at the right time with the right message—without the manual effort. Streamline your sales funnel, nurture prospects effortlessly, and convert more opportunities, all while saving time and boosting productivity. It’s not just about automation—it’s about smarter, more impactful marketing that drives results.
Lead Generation
Fuel your pipeline with high-quality leads using smart, automated tools designed to attract, capture, and convert. From customisable landing pages and forms to targeted content and email sequences, you can engage potential clients from the first click. Combine this with HubSpot’s powerful tracking and segmentation features, and you’re not just generating leads—you’re generating the right leads, faster and more efficiently than ever before.
Client Retention
Client retention starts with delivering value—and a white-label app helps you do just that. By offering a seamless, personalised experience that keeps your brand front and center, you stay top of mind long after the first interaction. Easy access, consistent communication, and a polished digital presence all contribute to deeper trust, stronger relationships, and clients who keep coming back.
Automation
DocuSign automations simplify the management of online applications and the signing of LOAs and TOAs, making them easily accessible during engagement. Additionally, DocuSign now offers ID verification to support ‘Know Your Customer’ (KYC) requirements.
White Label App
Our white-label app gives your brand the spotlight—your logo, your colors, your identity—delivering a seamless, professional experience your clients will trust. It boosts brand recognition, strengthens customer loyalty, and lets you offer powerful digital tools without the cost or time of building from scratch. Your app, your way—fully branded, fully yours.
Marketing Plus
SEO Content
Managament
SEO Optomised Blog Post Generation
Boost visibility with content your customers actually search for. We plan and produce research-led blog posts mapped to your audience’s intent—complete with keyword targeting, internal linking, on-page SEO (titles, meta, headers), and optional schema markup. Each article reflects your industry tone, answers real questions, and supports conversions with clear CTAs. Consistent publishing builds topical authority, earning higher rankings and more qualified organic traffic.
What you get
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Topic & keyword research aligned to your niche
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Optimised drafts (meta, headers, links, images/alt) + E-E-A-T credibility
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Content calendar, performance tracking, and iterative improvements
Social Media
Management
Cross Platform Social Media Post Scheduler
Grow reach and consistency with platform-specific content—not copy-paste. We plan content pillars, write scroll-stopping hooks, and design assets that fit each feed. Scheduling is data-driven; messaging stays on-brand; every post has a clear CTA and UTM tracking for measurable ROI.
What you get
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Monthly content calendar aligned to campaigns & pillars
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Channel-native copy + creative (video, carousels, stories, static)
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Hashtag & tagging strategy, best-time posting, and A/B tests (hooks/thumbnails)
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Accessibility built in (captions, subtitles, alt text)
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Community management guidelines + response templates
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Analytics report with KPIs, insights, and next-step optimisations
E-Campaign
Management
Automated Email Content Creator
Turn one-off sends into a measurable growth engine. We design and build end-to-end campaigns—from strategy and creative to automation and analytics—so you reach the right people with the right message at the right moment, across email, SMS, and push.
What you get
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Campaign strategy & creative: value props, hooks, mobile-first templates, dark-mode safe design, clear CTAs.
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Data & segmentation: clean lists, consent capture, lifecycle/RFM segments, behavioral targeting from site/app/CRM events.
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Automation flows: welcome/onboarding, nurture, cross-sell, re-engagement, win-back, cart/browse abandonment, renewal reminders.
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Personalisation at scale: dynamic content blocks, conditional offers, product feeds/recommendations, localised send times.
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Deliverability & compliance: SPF/DKIM/DMARC setup, domain warming, list hygiene, GDPR/PECR-ready consent and preference centre.
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Testing & optimisation: subject line and creative A/Bs, send-time optimisation, holdout tests, ongoing copy/design improvements.
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Monitoring & reporting: real-time dashboards, UTM/GA4 tracking, revenue attribution, cohort and lift analysis, alerting on anomalies.
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Works with your stack: HubSpot, Klaviyo, Mailchimp, ActiveCampaign, Salesforce Marketing Cloud—or we’ll plug into yours.
Marketing
Analyitcs
Automated Reporting Tool
Turn raw data into decisions. We connect your GA4, CRM, e-commerce, ads, and app events into a single source of truth, then deliver role-based dashboards and clear next steps—not just charts.
What you get
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Unified data & tracking plan: event schema, UTM governance, consent-friendly setup.
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Dashboards by role: exec KPIs (LTV, CAC, ROAS), acquisition & funnel views, retention/cohorts, revenue and product performance.
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Automated monitoring: anomaly alerts, budget pacing, goal tracking, weekly insights summary.
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Recommendations that drive action: prioritised by impact/effort, with owners, timelines, and expected lift.
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Testing framework: A/B briefs, hypotheses, and post-test readouts (incrementality where possible).
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Attribution & forecasting (optional): multi-touch models, MMM light, channel mix guidance.
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Works with your stack: Looker Studio, Tableau, Power BI, BigQuery/Snowflake, plus native ad/CRM connectors.
Product Types
Company
Features
How quickly can I be up and running?
It typically takes 3-4 weeks from the first onboarding call to get published on the App store. Our team tailors the process to your specific needs and provides trianing while the app is under review to ensure you're ready for launch!
Can someone set up the software for me?
Of course! Our onboarding specialists handle all the heavy lifting for you, ensuring a smooth and seamless setup in as little as 10 days. We’ll take care of the details, so you can stay focused on what matters most—running your business.
How much support will I get?
We provide a fully supported service during typical business hours and will respond as soon as possible, often within hours of the enquiry raised.
How much does the software cost?
We provide fully transparent pricing tiers starting at €320+VAT per month, and we offer flexible plans based on the features and tools your business needs. View our 3 tier options with prices and features here.
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