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.'
APPROVE
Onboarding management, monitor & approve prospect applications
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
INSIGHT
MI & business intelligence, powerful insights into trends, revenues and other KPI data
CONNECT
Account opening, client onboarding, ID checks, client suitability & well being
ENGAGE
Feature rich and engaging client portal for advisors and end consumers
WHO WE WORK WITH
OUR NEWS
