Pensions & Retirement Planning
Streamline customer interactions
With Legado’s platform, your organisation can streamline and manage adviser and client interactions — all with unprecedented security and compliance.
This includes customisable deployment options and features, giving your business complete control over data and user access.
The result is that service becomes more convenient, more efficient, more personalised, and ultimately more human.
3X
Transaction throughput
21%
Reduction in length of client processes
200%
Increase in client engagement
“Legado provides much-needed reassurance and increased efficiency in a market that is still far too dependent on physical documents and attachments.”
Adrian Durham, FNZ Group CEO
Create the next-generation of customer engagement
Easy online experiences attract new customers and help you build loyalty. With a rich set of APIs to create tailored experiences, you provide clients and financial advisers with a more effective and interactive way to work, on both desktop and mobile.
Transform communication
There’s no one size fit all. Whether embedded, API-first, or Legado built front-end, we’re here to link into your experience as painlessly as possible.
One modular platform for modern interactions
Secure comms
Transform communications with the ultimate suite of features and market-leading security and compliance.
Client portal
Drive seamless multiparty collaboration, where exchanges of confidential data stay both secure and compliant, using our embeddable vault to upgrade your existing document capabilities.
Digital workflows
Configure workflows to automate your business processes. Manage client workflows in a OneStop destination.
Modern records management
Build a scalable retention strategy for regulated content, ensuring you meet compliance standards defined by GDPR, MiFID II, Consumer Duty, FCA, PRA and ISO.
Flexible technology
You choose how to leverage Legado’s capabilities, with API-enabled architecture and flexible front-end technology, you get the very best out of our platform, with a perfect fit for your business.