Dextera™ is designed to help you manage your entire business and team operations, from firm framework to CPD and training.
Access Verve services at the touch of a button within Dextera™. From file checks to paraplanning, we’ve got you covered.
Gain access to a range of support from our extensive Resource Hub, and our team of experts who are on hand to help.
Dextera has completely transformed how we manage compliance. Before, we relied on clunky spreadsheets, which were inefficient and prone to error. With Dextera, compliance is now streamlined and automated. The platform handles document management and monitoring effortlessly.
Lee Waters, Barwell's Wealth
Easy access to a range of services - from admin and paraplanning to compliance and file checks.
Access a range of additional support from third party services, including HR and employee wellbeing.
Everything you need to keep track of to run a successful advice firm - all in one place.
Ensure you’re getting all regulatory requirements of operating a financial services firm.
Useful, up to date resources within our Resource Hub, making it super easy to find exactly what you need.
Additional resources with our regular bulletins and series of guides, all within Dextera™.
Monitor the activities of your team with training dashboards for yourself and those you supervise.
Access to annual tests and full training library of CPD events, courses and resources.
Manage your whole firm, including your business, team and compliance operations, from a single dashboard. Book in a demo, above, or simply click to sign up for a free trial below. No card details required; just access to revolutionary finance and compliance technology, for free!
