Step Fourth Limited is a private fintech firm based in Birmingham, specialising in software solutions for the UK Wealth Management market.
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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.
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Our motto is 'Always invest more in tomorrow than you take out today.'
APPROVE
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Onboarding management, monitor & approve prospect applications
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CONTROL
A centrally managed, secure vault for a firms most valuable asset; its client data. Connectivity to platforms & systems
Central to our solution is Blue Nova, a suite of applications 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
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INSIGHT
MI & business intelligence, powerful insights into trends, revenues and other KPI data
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CONNECT
Account opening, client onboarding, ID checks, client suitability & well being
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ENGAGE
Feature rich and engaging client portal for advisors and end consumers
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WHO WE WORK WITH
OUR NEWS
