Support service provider The Verve Group has launched their new software, Dextera, in an effort to help advice firms operate their entire business from a single dashboard.
The software enables oversight of a firm’s compliance, team, training and business operations, providing a framework and a central place to collaborate on all regulatory and operational matters. The programme offers a library of documents, guides and templates as well as live regulatory and business bulletins.
Cathi Harrison, chief executive of The Verve Group, says: “The launch of Dextera [allows] firms [to] operate their actual back-office functions (regulation, business operations, team management) from a single place, and with the planned integrations, all their key information will also sit on a single dashboard.
“Dextera is unique in providing a business view — not just focusing on clients and their assets — and my belief is that a central place to see the important highlights in a firm is more important than trying to build a single piece of technology that does absolutely everything.”
Anthony Rafferty, chief executive of Origo, comments: “Financial services has been in need of innovation and progression, particularly with technology, for many years and the Dextera system is a much needed injection of both into the challenges advice firms face. Bringing a pragmatic approach to running a business overall is a new angle which will help shape the future of finance and fintech.”
