Dextera is our bespoke technology, used to deliver all of our Verve services, as well as enable advice firms to manage all of their business operations.
You can now manage your firm workflow and control your business and compliance operations with the business dashboard you didn’t know you needed.
Join a community of over 1,500 financial advice professionals, looking to streamline their business and use some intuitive tech to give them peace of mind. No matter your job role – Dextera has something for you.
Control and oversight of your business; ensuring all important company tasks have a date and an owner, so everything gets done and you get peace of mind.
All your policies and procedures in a single place.
Integrated registers, so you can scrap the spreadsheets and get the data as and when you need it.
Full oversight of your team, their senior manager functions, testing dates and training.
A Resource Hub full of guides, templates, videos and policies – saving you and your team loads of time to instead focus on your clients.
Keep track of the firm regulatory and compliance framework, giving full oversight and enhancing your SYSC procedures.
All of your CPD for the year, including IDD and PTS content, available via our e-learning content and webinar series, and logged in the same place.
A series of policies, guides and templates across a variety of topics in our Resource Hub with technical experts on hand to help you implement.
Regular bulletins updating you with any changes in regulation, finance or business and how they impact your firm.
Keep track of your Compliance Framework and assign tasks to those within your team, ensuring full transparency and accountability.
Personalised agenda with tasks pulling through from the Firm and Compliance Frameworks. Alerts of core compliance areas are missed or late.
A series of policies, guides and templates across a variety of topics in our Resource Hub.
Single dashboards to assess T&C needs, incorporating file checks and complaints in a single area to help you de-risk the business and advice.
Oversight of your team, making it easy to manage Training & Competency and to identify and manage any training needs.
Full training library with a huge range of CPD and e-learning to help you support them in their development and knowledge.
Full range of tailored annual testing, including Conduct Rules and Senior Manager specifics where relevant as well as Knowledge testing to maintain Diploma and above comprehension.
Alerts for any missed testing, late SPS or other team and training concerns. Ability to request DBS and background checks on senior managers and new employees.
Personalised agenda, showing all your key dates and tasks in a single place.
Support from Verve specialists on projects and technical queries on an ad hoc basis, or ongoing support for a range of services including compliance and training.
Easy to use and CPD tracker, with automatic logging of training within the system to make it super easy to stay on top of your learning.
First access to Verve events, webinars and special offers as well as discounts negotiated for our members and much, much more coming soon…
For a quick overview of what Dextera can do to enhance your business, give our demo video a watch, or to find out even more, just book a demo with a member of our team below.
BOOK A DEMODextera is included in our Verve Membership, with each paid member given a full user licence, incorporating all of the above for as little as £13.75 + VAT per month.
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!
