Edinburgh · Wealth management firms
Software and system testing for wealth management firms in Edinburgh
In short
Forth Systems is an Edinburgh-based software, system testing and AI partner working with wealth management firms in Edinburgh and across Scotland. Edinburgh is the UK's second-largest financial centre and home to NatWest Group, Lloyds, Tesco Bank, Aegon and a dense ring of fintech scale-ups. For wealth management firms, Consumer Duty, advice-suitability evidence and platform consolidation. We work across custody platforms, advice tooling, CRM and regulatory reporting — and deliver defendable Consumer Duty reporting and adviser hours back per week.
Why wealth management firms in Edinburgh work with Forth
Edinburgh is the UK's second-largest financial centre and home to NatWest Group, Lloyds, Tesco Bank, Aegon and a dense ring of fintech scale-ups. For wealth management firms, Consumer Duty, advice-suitability evidence and platform consolidation. We're a small, senior, UK-staffed team — engagements are run by named engineers with regulated-environment fluency, not an offshore pool.
What we deliver for wealth management firms
Independent system testing (UAT, SIT, regression, payments and Open Banking conformance), integration work across custody platforms, advice tooling, CRM and regulatory reporting, legacy modernisation, AI integration and platform engineering. Onsite in Edinburgh when the engagement demands it; remote-first otherwise.
Outcomes wealth management firms clients see
Engagements typically deliver defendable Consumer Duty reporting and adviser hours back per week. Every output is version-controlled, evidence-ready and mapped to the FCA, PRA, DORA, ISO 27001 or sector-specific controls that apply.
How a Edinburgh engagement runs
Step 1: a fixed-scope, paid discovery against a real wealth management firms workload. Step 2: a 30-day pilot that ships measurable change. Step 3: a continuation engagement with named engineers, monthly reporting and a clear renewal point. No long contracts before evidence.
Why a UK-onshore partner matters for wealth management firms
Second-line and regulators increasingly want clarity on who staffs critical work, where data sits and how vendor risk is controlled. We're UK-incorporated, UK-staffed and set up for DPAs, supplier security questionnaires, third-party risk assessments and Crown Commercial DPS engagement.
Frequently asked questions
Do you work with wealth management firms based in Edinburgh?
Yes — most of our work is delivered into FCA-regulated and infrastructure firms, including wealth management firms based in Edinburgh and elsewhere in Scotland. Anonymised case studies are available on request.
Can you be onsite in Edinburgh?
Yes. Forth Systems is Edinburgh-headquartered with named engineers onsite in Edinburgh where the engagement requires it. Remote-first otherwise, with the same governance either way.
What regulatory frameworks do you cover for wealth management firms?
Our delivery to wealth management firms maps to FCA, PRA, DORA, Consumer Duty, SS2/21 and ISO 27001 evidence requirements where they apply, with traceable test scenarios and audit-ready evidence packs.
How fast can you start an engagement in Edinburgh?
Most engagements start within 2-4 weeks of a signed SoW, with onsite presence in Edinburgh arranged within the same window when required. Faster where an existing supplier framework is in place.