Our Technology

Enhancing business efficiency, reducing errors, and driving improved client experience

For years, technological solutions have existed for every stage of the advice journey. However, the challenge lies in integrating these solutions seamlessly and ensuring a cohesive experience throughout the entire process.

Our technology stack addresses this issue by enhancing efficiency, reducing errors, and freeing up valuable time to focus on activities that drive revenue.

At Cardan, we believe that the rationale for working together is simple. By bringing like-minded individuals together, we are better able to deliver the highest quality service to our clients on a more consistent basis.

There is an ever-growing number of systems in the UK advice space, helping facilitate advice on numerous scenarios and solutions. Using these systems is often problematic, as each serves its own purpose, creating inefficiencies and problems in the advice journey, resulting in an inflated cost to serve the client. We believe we can simplify this by concentrating integration on a preferred set of tools, which will drive real benefits for day-to-day activity, allowing more time with clients, reducing the cost of advice, and improving client outcomes.

Consumer Duty

Multiple platforms and outdated back-office systems lead to inaccurate data, an increased administrative burden and potentially client detriment. Advice firms and advisers have a duty of care to their clients – whilst human interaction and care cannot be replaced by good technology, it can drive back-office efficiencies, reduce risk, and improve client outcomes.

Groundbreaking Innovation

There are a multitude of reasons why joining Cardan is good for clients and practitioners; many are cultural and ethos-led. Excellent technology is, however, also critical, and having a proven system at the core of the business is essential for business success.

Harnessing Digital

We undoubtedly live in a technology-driven world, and at Cardan, we make full use of that by harnessing the digital advantage that it delivers to create efficiencies in the advice process.

Security of data is an ever-increasing business risk, which can be mitigated by a uniformity of process and policy that is implemented centrally