Chartered Surveyors and IFAs

Solution Focus

Our solutions are based on experience, addressing common challenges in a particular business area. Our focus is on small and medium business, in particular Chartered Surveyors and IFAs.

Solving Your Business Challenges

Each of our Solutions for Chartered Surveyors and Independent Financial Advisors is squarely aimed at solving a specific set of real-world Business Challenges in a consistent and repeatable model.

Client Engagement

A presentable and modern web presence helps you to stand out in a competitive market. A site should be equally good with web browsers and smart phones.

Document Automation

New incoming lead? New client instruction? You can combine automatic emails and self-service web forms to improve service and reduce workload.

360º Visibility

Leads, web contacts, email referrals - keep control of client information, business progress and next steps with an easy to use relationship database.


Streamline client instructions and documentation with electronic signatures and document management.

Client Reviews

Gather client feedback and reviews to improve your reputation and credentials for subsequent business.

Help & Support

We will work with you to get the best from cloud services at the lowest cost. With ongoing advice and support.

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Some of the Cloud Services we work with...