Industries
Software, system testing and integration for wealth management firms
In short
Forth Systems builds, integrates and independently tests software for wealth management firms. Consumer Duty, advice-suitability evidence and platform consolidation. We work across custody platforms, advice tooling, crm and regulatory reporting., ship measurable change, and produce evidence your second line and your regulator can sign off without rework.
The pressure on wealth management firms right now
Consumer Duty, advice-suitability evidence and platform consolidation.
The systems that matter
Custody platforms, advice tooling, CRM and regulatory reporting.
What a typical engagement looks like
Audit-ready dashboards proving suitability and ongoing service delivery.
What good looks like
Defendable Consumer Duty reporting and adviser hours back per week.
How we engage
Fixed-scope discovery, a 30-day pilot against a real workload, then a continuation engagement with named UK-based engineers. We work to your tooling, your release process and your control environment.
Frequently asked questions
Do you have experience with wealth management firms?
Yes — Forth Systems delivers actively into wealth management firms, with engagements spanning system testing, integration, modernisation and bespoke build. Anonymised case studies are available on request.
Can you sign DPAs and supplier security questionnaires?
Yes. We're set up for standard DPAs, supplier security questionnaires, third-party risk assessments and Crown Commercial DPS engagement.
Where are you based?
Edinburgh-based, delivering UK-wide with named engineers and onsite presence in London and across Scotland as required.
How fast can you start?
Most engagements start within 2-4 weeks of a signed SoW, faster where an existing supplier framework is in place.
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