Gaudi for life, pensions & wealth managers
If you want to offer a SIPP to your clients without having to do all the front end development, Gaudi will provide web pages using your branding. Your clients will have access to a branded interface with full functionality delivering illustrations, online application processes and other relevant information.
Gaudi can deliver
- Fully paperless online application processes
- Client/adviser screen views
- Client portal for all correspondence
- Adviser portal enabling access to all client communication and information.
- Ability to generate management information including pending payments, performance reports, funds available for investment and transfers status
For more information about what Gaudi can do for life, pensions and wealth management businesses click here.
Gaudi provide a very professional service with a personal touch. They are always happy to engage and work with us on initiatives Jarvis Investment Management
“We are delighted to partner with Gaudi who deliver a high quality service and are always open to process improvement and product innovation. In addition, we find Patrick and his team to always be extremely professional and supportive in all aspects of the SIPP services that they provide.”Head of Relationship Management EQ Invest
“Seccl selected Gaudi due to past relationship and trust, their apparent advanced understanding of APIs and their will to move to a wholly API solution backed up by a very competitive price. We expect and receive excellent technical knowledge, flexibility, responsiveness, open communication and speedy delivery and are continuing to work together to improve drawdown to be market leading in terms of functionality, simplicity and flexibility”Director, Seccl
“Gaudi helped us launch our proposition and took care of the regulatory requirements throughout launch and scaling up until we got to the point that we were comfortable in taking the product back in house”Co-founder, Penfold