An Outsourced CTO for your advice practice.
You do not need to become an IT expert to run a modern, efficient practice. We handle the roadmap, the integrations and the heavy lifting, so your team can focus on client relationships.
We start with your practice, not the software.
Most technology projects begin with a product demonstration. Ours begins with a map of how work actually moves through your business — because until you can see where the time goes, buying software is guesswork.
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Practice workflow review
We map how work moves through your business, from the first prospect enquiry through fact-find, advice document preparation and every ongoing review. We also document what your team does outside the systems — the spreadsheets, the re-keying, the workarounds that never made it into anyone's process manual.
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A practical roadmap
We pinpoint where time is leaking, which of your systems can be connected to each other, and where AI can safely take routine administration off your team. You get a plan in order of impact, with the quick wins separated from the longer projects — not a wish list.
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Hands-on implementation
We do the setup. We configure the integrations, build the workflows, train your staff and stay with it until the new way of working is the normal way of working. You are not handed a licence and a support address.
We are not your IT provider. We sit a layer above them.
What your IT provider does
Laptops, office hardware, email accounts, the network, the backups. The people you call when a screen goes blank. That relationship works, and we do not replace it.
We work alongside them. Where a change needs their involvement — access, devices, mail routing — we deal with them directly rather than sending you back and forth.
What we do
We sit at the table with practice leadership as your technology and AI partner. We shape the strategy, evaluate vendor software before you commit to it, connect your practice systems, and make sure the technology you pay for is actually earning its place.
The test we hold ourselves to is simple: does this reduce the hours your team spends on work that is not advice?
Adopt AI safely, sensibly and compliantly.
Advice practices cannot afford to paste client information into unvetted consumer tools. The risk is not theoretical — it is a privacy breach with your client's financial affairs in it, and a conversation with your licensee you would rather not have.
Someone in most practices is already using a public AI tool, usually with good intentions and no guidance. We find out where, and what has been put into it, before we do anything else.
A written AI usage position for your practice: what staff may use, for which tasks, with what client information, and what must never leave your systems. Something you can hand to your licensee.
Purpose-built tools for file notes, meeting capture and advice document preparation that keep client information inside your workspace, with a record of what was produced and when.
Your practice data and client information are never used to train public AI models. That is a commitment, not a setting.
The Practice Review
A free 60-minute review of how your practice runs.
This is where every membership begins, and it is the same session whether you join us afterwards or not. We spend an hour on your practice, and you keep what comes out of it.
- A map of your current software estate — what you pay for, what you actually use, and where two systems are doing one job
- Where your team's time is going, and which of that work does not need a person doing it
- The things you would do if you had the time or the tooling — and an honest view of which are within reach
- Your AI governance exposure: what is already being used in the practice, and what needs a guardrail around it
- A written summary of what we would fix first, and in what order
Let's look at your practice together.
An hour of our time, and a clear view of what is slowing your practice down.