Manage your whole firm, including your business, team and compliance operations, from a single dashboard.

Free 21 Day trial TAKE A TOUR

Join OVER 300 FIRMS.

THE FEATURES.

make the most out of your business.

You can now manage your firm workflow and control your business and compliance operations with the business dashboard you didn’t know you needed.

Compliance and business framework

We know how challenging it can be to keep a track of everything needed to run a successful business, and that’s before you add in the regulatory burden of operating one in financial services. The Firm Framework in Dextera is the answer to your business management problems.

Regulatory testing and CPD tracking

It’s tricky enough to keep a track of your own training and CPD, and demonstrate its impact, and it’s a whole extra challenge to monitor the activities of your team. This is where Dex comes in, with its easy to use training dashboards, for both yourself and those you supervise.

Team oversight and management

With the introduction of SM&CR there came ever greater responsibility on an advice firm to fully train and monitor everyone within the team and take responsibility for assessing the ongoing competence of Certificated advisers. Finally, Dextera brings you a simple way to fulfil these obligations.

Templates, guides and bulletins

What do we want? Useful, up to date resources. When do we want them? Why, right now of course. There’s nothing worse than having to trawl through thousands of out of date, poorly organised documents and templates to get what you need. With our Resource Hub, you will find it super easy to get your hands on the exact help you are looking for.

Project management plus human support

The tech is great. Your team is great. But sometimes, you just need a little extra support. It could be detangling the latest regulatory guidance. It could be undertaking some observations of your advisers. It could be a bit of paraplanning to help with a busy period, or someone on leave. Through the Dextera system, you can access our team of experts, as and when you need them.

THE USERS.

it’s time to bring your business to life.

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 title – Dex 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.
  • Integrated registers alongside key policies to ensure all data is collated and in an easy format for FCA returns in internal risk management.
  • 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.
  • Personalised agenda with tasks pulling through from the Firm and Compliance Frameworks.
  • A series of policies, guides and templates across a variety of topics in our Resource Hub.
  • Regular bulletins updating you with any changes in regulation, finance or business.
  • 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…

It’s TIME TO MEET DEXTERA™.

discover the system for yourself.

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.

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USER LEVELS

The business dashboard you didn’t know you needed, from £75 + VAT per month.

Integrated and Interactive Policies

Full regulatory framework

Live Compliance Bulletins

CPD Tracking & Team Oversight

ANNUAL TESTING

Personalised Task List

Templates, Guides and CHecklists

Easy access to hands-on support

ADDITIONAL USERS (PER MONTH)

1 USER

£75 + VAT

2-5 USERS

£125 + VAT

6-10 USERS

£175 + VAT

11-15 USERS

£225 + VAT

16-20 USERS

£275 + VAT

21+ USERS

BESPOKE

the business dashboard you didn’t know you needed.

Manage your whole firm, including your business, team and compliance operations, from a single dashboard.

Free 21 day trial TAKE A TOUR