Wealth & Asset Management
The next generation of interaction technology.
Creating a more connected, customer-centric and greener world through our cloud-native platform that can be flexibly deployed using a set of scalable and modular APIs and features.
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.
“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 engagement
With a rich set of APIs to create tailored experiences, you provide advisers and clients with a more effective and interactive way to work, across desktop and mobile.
Transform communication
Connect with customers using the most secure encrypted, embeddable, communication solution available, with modular features including read receipts, notified delivery (via SMS and email), analytics, bulk campaigns, scheduled delivery and more.
Design the experience you want
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, this includes dozens of useful, toggleable, features and the ability to choose the look and feel for your business and clients.
Collaborate across professional advisers
Optional functionality enables seamless collaboration by giving your clients other professional advisers (solicitor and accountant) one place to edit, review, and share documents, as well as assign tasks. All under your brand.
Achieve efficiency
Share, confirm and submit documents: minimise processing time, reduce servicing costs and provide a personalised service that your clients are familiar with.
Best-in-class security
We take security very seriously, with ISO27001 compliance and military grade end-to-end encryption. You can learn more about our security and compliance approach here.
Analytics & Admin controls
Create an analytics suite to get full visibility across your interactions, this includes intelligent montioring and reporting tools, key insights, anomalous usage, extensive audit trails and the ability to integrate and migrate data seamlessly.
Best-in-class security
We take security very seriously, with ISO27001 compliance and military grade end-to-end encryption. You can learn more about our security and compliance approach here.
