The back office system
you’ll love to use

Discover Elen: a simple, modern and affordable back office system
designed specifically for financial advisers.

Simple. Efficient. Fair.

Elen is the new back office for financial planners and advisers, designed to make your business more
efficient and make your life easier.

Who are we?

Elen was born when we noticed there was little choice when it came to back office systems;
just a few big companies dominating the market with strict contracts. So we did something
about it – we created Elen.

Why choose Elen?

Elen has been designed specifically around the needs of financial planners and advisers. It has everything you need all in one place, so you spend less time wrestling with technology and more time on what matters.

Feature-rich technology

Elen comprises everything financial advisers need to do their jobs without hassle, all pulled into
one to create something you’ll genuinely love to use.

Features include:

  • 30-day free trial
  • Access to all app features
  • Client portal
  • CSV import
  • Tasks and Workflows (coming soon)

  • E-signatures (coming soon)
  • Client messaging
  • Regulatory reporting
  • Document and policy sharing
  • Transact Integration
  • CashCalc Integration (coming soon)


We’re all about keeping things simple, and our dedication to simplicity is reflected in the way we charge. That means it’s just one price for a licence with all of our features included – no hidden fees, no problem.

Tied in with your current back office? Just show us the contract and we’ll give you Elen for free until your contract is up! And if you change your mind, it’s only one month’s notice to cancel.





Try it yourself

Sign up for 30 days free trial.

Sign up

What have we done?

Since we started developing Elen, we’ve researched extensively and listened to what financial advisers
said they wanted from a back office system. Here’s what we’ve done so far:

Where next?

We’re only just getting started with what Elen can do, and we’re continuously developing new
updates to improve the system. Here’s what’s still to come.

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