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We Love Process Automation.

Wealth Management Digital Transformation

We absolutely love process automation. Our team relishes in using software to create repeatable processes that create expected (and superior) results. It's seriously what gets our team up in the morning. We love sharing this passion to help our clients change the way they work and delivery services so that they can focus on what is most important to them.

Trusted by Leading Wealth Managers:

Our values

Improve

We live in a world of curiosity, courage and evolving possibilities and embrace the opportunity to try, and fail, until improvement is born.

Fun

We take our work seriously and we're serious about having fun while we work.

Impact

We have a responsibility to positively impact the lives of our clients, employees, partners and members of our global community.

No BS Policy

We operate with candor, trust, respect, and transparency.  We don't hand out or accept BS.

Our team

Passionate about software, systems, and process automation.

Brennen McLean

Brennen McLean

Founder
Mairéad McParland

Mairéad McParland

Project Manager
Graham Skelton

Graham Skelton

Project Manager
Dave Ward

Dave Ward

Growth Manager

Amy Salmon

Amy Salmon

Opperations Support
Carter Griffin

Carter Griffin

Business Development

Strategic Partners