Step Fourth Limited is a private fintech firm based in Birmingham, specialising in software solutions for the UK Wealth Management market.
Led by a team of proven and highly experienced technology experts and wealth entrepreneurs whose passion is building great technology that helps our clients solve real world issues.
Our motto is 'Always invest more in tomorrow than you take out today.'
INTELLIGENCE
Powerful insights into trends, revenues and other KPI data
INTEGRATION
Connectivity services to external and internal platforms and systems
PORTAL
Feature rich and engaging digital experience for advisors and end consumers
REPOSITORY
A centrally managed, secure vault for a firms most vaulable asset; its client data
Central to our solution is Blue Nova, a suite of components that together will transform the digital offering creating a panoramic ‘all wealth’ view for consumers, create a ‘golden source’ repository of client data, support stakeholders in the effective management of the business and provide the necessary cross enterprise communication needed today
WHO WE WORK WITH
