UK Wealthtech · Birmingham

Intelligent solutions for investment management firms

Together, Blue Nova and White Nova provide a complete front to back wealth management platform.

Request a demo

Explore solutions

Why Step Fourth?

Proven technologists, and wealth entrepreneurs

About us

Step Fourth Limited is a private wealthtech firm based in Birmingham, producing solutions for the UK Wealth Management industry.

Led by a team of proven and highly experienced domain experts and entrepreneurs whose passion is building great technology that helps our clients solve real world issues.

Golden source of data

Consolidation from multiple systems platforms.

Multi-tenancy by design

In from the first line of code.

Agnostic about sources

REST API or flat file.

ISO 27001:2022

Certified information security.

How it works

Consolidated client and investment management data, leveraging the power of AI

Data arrives from platforms, custodians, back offices and direct feeds in whatever form each provider sends it. Step Fourth reconciles it inside a secure, ISO 27001 certified layer and holds the result as a single source of truth that front, middle and back office all read from.

Solutions

Two suites of applications

One providing firms with a digital edge and the other driving operational efficiencies in the front, middle and back office.

Blue Nova

Digital Engagement and Business Intelligence

A suite of applications that transform the digital offering, creating a panoramic ‘all wealth’ view for consumers and a golden source of client information to leverage with the power of AI.

Find out more

White Nova

F2B Wealth Management System

White Nova is our established feature rich solution for the front, middle and back office helping drive operational efficiencies in an ever-challenging regulatory landscape.

Find out more