Services

Design it. Build it. Run it. Move onto it.

We design your target operating model, build the parts that don't exist, run the operation on it, and move every firm you buy onto it. Four interlocking fixed-price products — so every firm you buy becomes part of one business, and each deal costs less to integrate than the last.

The four processes

Each one fixes a specific complaint.

01

Direct — Design the target

What is the group actually supposed to look like?

“Every deal lands somewhere different. We're on multiple CRMs, platforms and adviser tools.”

A target operating model with the client and adviser experience sitting on top of the core rather than inside it — one data model and one golden source that every acquisition maps to once.

  • One data model, one target, one landing playbook
  • A sequence: what to change first, and what can wait
  • No fresh integration design per acquisition
3 weeksTarget operating model assessment · fixed price
Start with Direct → Read about Direct
02

Build — Build what doesn't exist

What do we still need that nobody sells?

“We asked four vendors for one client view across the firms we've bought. None of them sell it.”

We build against the target from Direct, not against a blank sheet. AI writes most of the code, a named person in your business approves every change, and the audit trail is produced as the work happens.

  • Software that fits the group you actually have
  • The evidence trail a regulator will ask for, already attached
  • Governance as the product, not a wrapper on it
2 weeksBuild shaping engagement · fixed price
Start with Build → Read about Build
03

Run — Run it for less

What does it cost us to serve this book, and what can come out?

“Cost per client hasn't moved since firm number four.”

A live model of how your operation really runs — every function, process and activity, with the systems it touches, the effort it takes and the risk it carries — read from your own exports in days.

  • True cost to serve, computed rather than estimated
  • A ranked automation backlog with baselines locked first
  • A benefits dashboard: expected against actual savings
2 weeksCost-to-serve discovery · fixed price
Start with Run → Read about Run
04

Move — Move the books onto it

What did we actually buy, and how do we land it?

“Asset transfer and platform rationalisation is an uphill battle, and moving a book takes one to three years.”

A cohorting engine reads the book and cuts it into groups that move the same way — one playbook, one suitability line, one client pack per cohort. Every record reconciled expected → sent → stored.

  • What's really in the book, before you sign
  • Cohorts sized and costed, with a remediation backlog
  • A timetable you can put in front of a board
1–2 weeksData health check · fixed price
Start with Move → Read about Move
Why one firm rather than four

The evidence loops.

We design your target operating model, build the parts that don't exist, run the operation on it, and move every firm you buy onto it.

One data model, agreed once and used by all four. You never pay a second supplier to rediscover your estate, and there is never a second version of the client record to argue about. The measurement from Run tells Direct what to change and Build what to build.

Each acquisition lands on the same spine, so deal fifteen is cheaper than deal five.

See how each one starts

Hover or focus a stage to see what it means and to trace its position in the delivery flywheel.

What we hear

Four different complaints. One underlying problem.

Direct

“Every deal lands somewhere different. We're on multiple CRMs, platforms and adviser tools.”

Missing: a target.

How Direct fixes it →
Build

“We asked four vendors for one client view across the firms we've bought. None of them sell it.”

Missing: the software between your systems.

How Build fixes it →
Run

“Cost per client hasn't moved since firm number four.”

Missing: a measured operation.

How Run fixes it →
Move

“Asset transfer and platform rationalisation is an uphill battle, and moving a book takes one to three years.”

Missing: client data you can evidence and shift.

How Move fixes it →

Four different complaints. One underlying problem: nobody ever decided what the group was supposed to look like, or gave the firms you bought a compelling reason to adopt it.

Why it hasn't been fixed

Three reasons the seams stay yours to own.

  1. Nobody sells all four. An architecture review from a consultancy, a build from a software house, an automation programme from an RPA vendor, a migration from a platform. Four suppliers, four views of your data, and the seams are yours to own.
  2. It competes with the next deal for the same twelve people. Your integration team and your deal team are the same team. The deal always wins.
  3. It's invisible until you own it. Financial DD audits the accounts. Nobody audits the client data, field by field.
What it costs

The uncomfortable arithmetic.

  1. You pay a full multiple for a book you can't evidence with precision — no price chips, nothing to hang a warranty on.
  2. The remediation bill is real and unpriced. When the FCA reviewed 22 of the largest advice firms, ongoing suitability reviews had been delivered in around 83% of cases — and it asked every advice firm to check its own record.
  3. The synergy line in the model doesn't land, because cost per client is never measured before or after.
  4. The migration you scheduled for three to six months takes years.
  5. At exit, integration risk is the first thing a buyer prices.
Whichever seat you're in

What this means for you.

Group CEO

The group becomes one business, and stays one as you keep buying.

Integration director

A landing playbook instead of a fresh integration design every deal.

CFO

Cost per client measured before and after, so the synergy line in the model is provable.

PE backer

Integration risk priced before completion, and an estate a buyer can diligence at exit.

Questions we get asked

Plain answers, no dodging.

So you're a migration shop?

Migration is usually where we start, normally with data due diligence. What makes us different is that we automate the advice cycle as well as move the assets. Rapid batched migration will not get traction with advisers unless you can prove every step of the process is automated — without that, you default to migrating client by client at review cycles.

Isn't four services just a consultancy in disguise?

A consultancy sells you people. We sell four interlocking fixed-price products, designed to deliver all the capability you need rather than one part of it.

Our DD firm already covers this.

They audit the financials. We audit the client data — coverage, quality and lineage at field level, including the unstructured sources: fact finds, cashflow models, risk profiles and other KYC. That is how we can tell you what automated remediation will actually fix in your CRM, before you commit to it.

We already have an architecture.

Good starting point. We use it as the baseline and contrast it with our layered model, which is built to maximise interoperability, cut total cost of ownership and keep your data mastered across the core and surrounding systems — which is what protects the valuation.

You're a small team.

Small on purpose, and the people who scope the work do the work. Where scale is genuinely required, we run it and your people stay with clients. Our two founders bring more than 50 years of experience between them, 30 of them in wealth management technology.