Spend your time on the things that move the needle
Focus on clients, advice, and growing your company.
Zentum keeps the administration moving.
Advising is easier with Zentum
Whether you are an individual IFA or a large wealth management firm, join other firms who are already seeing the benefits of outsourcing their admin.
More time for advice
Spend less time on administration, provider chasing and checking progress, so you can focus on clients, advice, and the work that creates the most value.
Scale your business
From regional IFAs to nationwide wealth managers, our flexible support adapts to your business as it grows. Whether you manage administration yourself, need extra capacity during busy periods or staff changes, or want ongoing support for your existing team, we can help.
Industry expertise
Zentum has been designed by a team with over 20 years of professional experience, bringing the highest standards of quality and efficiency to ensure a smooth client journey.
Better client communication
Keep clients informed throughout the process, with the option for Zentum to assist with regular updates.
Improved visibility
Track ongoing cases through the Zentum platform and receive regular progress updates, giving you confidence that work is moving without having to chase.
Faster, more accurate implementation
Detailed provider knowledge, quality assurance and proactive administration help reduce avoidable delays and errors, supporting faster onboarding, better client outcomes and earlier revenue.
A single adviser portal to access all the services you need
Comprehensive financial administration delivered by experts, powered by modern technology.
New Business Onboarding
We deal with providers and work with clients to manage letters of authority end-to-end, so you can focus on what matters most.
Administration
Whether filling and processing forms, or gathering info from providers, our team minimises delays and uses years of industry knowledge to troubleshoot effectively.
Client Servicing
We help you deliver a consistently excellent client experience, handling the support work that keeps relationships strong.
The tech behind the service
Built from the ground-up for advisers, to give them back their time.
See the value add
- Analyse our service quantity and quality
- Value insights you can share with clients
- Evidence the worth of your advice at review time
Built by our own tech team
Zentum isn't off-the-shelf software. When you have suggestions for changes, it goes on our roadmap and our in-house developers build it.
- Built in-house, not bought in
- Your suggestions shape what we build next
- New features roll out to you automatically
Works with the tools you already use
Zentum connects with the tech advisers rely on, so information flows automatically. More integrations are on the way.
Integrated today
Coming soon
FAQs
Ready to transform your admin operations?
Schedule a personalised demo with our team. We'll show you how Zentum can streamline your business and help you scale.
No commitment required. See Zentum in action.