Leeds · Wealth management firms
Software and system testing for wealth management firms in Leeds
In short
Forth Systems is an Edinburgh-based software, system testing and AI partner working with wealth management firms in Leeds and across England. Leeds hosts First Direct, Lloyds, Yorkshire Building Society and a thick layer of fintech and govtech. 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 Leeds work with Forth
Leeds hosts First Direct, Lloyds, Yorkshire Building Society and a thick layer of fintech and govtech. 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 Leeds 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 Leeds 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 Leeds?
Yes — most of our work is delivered into FCA-regulated and infrastructure firms, including wealth management firms based in Leeds and elsewhere in England. Anonymised case studies are available on request.
Can you be onsite in Leeds?
Yes. Forth Systems is Edinburgh-headquartered with named engineers onsite in Leeds 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 Leeds?
Most engagements start within 2-4 weeks of a signed SoW, with onsite presence in Leeds arranged within the same window when required. Faster where an existing supplier framework is in place.