Transform your business: Integrate your Tech Stack for Superior Results
We understand the challenges faced by firms in obtaining and managing client and investment data when it is siloed in multiple systems. Wasted time, human input errors, and the frustration of using different tools and formats makes it harder for firms to deliver a world class service to their clients.
We believe it’s unjust to burden you with these data format and platform issues. Technology has evolved, and you should be reaping the benefits of this in the way that you manage your clients’ portfolios and investments. That’s why we’re leading the industry in challenging the status quo.
Having worked with financial advisers for many years, we know the efforts and extensive planning you undertake to ensure the best future for your clients while remaining compliant. We bring authority to the table with our experience, reputation and being ISO 27001 compliant. Contengo customers manage AUA in excess of £19bn and 650 firms log in to Contengo applications.
By partnering with us, you’ll achieve success in the form of happier staff, more time to focus on growing your business, satisfied clients , increased company value, and increased profits from a larger customer base. Join us in embracing a future where managing your clients is effortless, efficient, and rewarding. Get in touch to book your demo today.
Our Wealth Management Solutions
3 Steps to Break Free from Complexity and Excel
Arrange Your Demo
Let us show you how we are helping firms streamline their operations.
We'll Complete the Set-Up
We will go through an Onboarding process to link all the systems & data you need.
Watch Your Business Scale & Thrive
Create a feeling of excellence in your proposition for both your clients and staff.
Why Choose Contengo
We have been working in this industry for over 13 years and have delivered award winning products. Our combination of technical expertise and understanding of business has been called out and highly praised on multiple occasions.
Over 8,000 users log in to Contengo systems, overseeing £19bn in assets, with 650 provider firms accessing Contengo portals regularly. This has all been achieved in just three years because we have delivered on our promises and engendered the trust of our customers.
We guarantee working with Contengo will reap results for your business; we take full responsibility for leaving you with a working system. We will always work in the best interests of our customers.