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:

  • Client portal

  • Client messaging

  • Workflow management

  • Regulatory reporting

  • Document and policy sharing

  • Electronic signatures

Try it yourself

Contact us for a free two-month 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.

Sign up for a free trial

Ready to try it for yourself? Just fill in the form below and you’ll be one of the first to experience
Elen when it launches.

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