If you were at #Evolution2023 yesterday then you may have heard about our newest secret weapon… Dextera.

Some of you may have experienced the difficulties of running and expanding a business. You want a single place to see everything that’s going on in your company, as well as getting timely reminders for important business tasks, whilst also having the option to access extra help that’s flexible and available when necessary. These challenges aren’t unique to advisory firms; they apply to all types of businesses.

“With the launch of Dextera, firms can operate their actual back office functions (regulation, business operations, team management) from a single place and with the planned integrations, all their key information will also sit on a single dashboard.” –  Cathi spoke to Professional Adviser about the launch of our latest piece of tech and what it means for financial firms streamlining all of their processes into one place.

Dextera stands out by offering a holistic perspective of a business, rather than solely concentrating on clients and their assets. Having a central hub to access the key highlights of a company is more crucial than attempting to create a single piece of technology that can do everything.

We launched Dextera at Evolution this year and the response has already been phenomenal. If you want to hear more about our exciting new dashboard, feel free to read Cathi’s article here.

You can also sign up for a free 7-day trial here.


-The Verve Group