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.

Experienced industry professionals

Our founder is an experienced financial adviser who understands the pain of existing back office systems, so was best placed to build a better, more simple one.

Market disruptors

We saw an injustice in the way things were done, so set out to disrupt the market for good. Think of it as our very own David and Goliath battle!

Advocates of fairness

Tired of uncompetitive commercial terms and ever-increasing costs, we set out to champion fairness and accessibility, with a system everyone can afford to buy into.

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.

Simple

So intuitive anyone can use it, Elen removes the hassle and stress of back office admin.

Flexible

With smartphone and tablet capabilities, you can access it however and whenever you need to.

Affordable

Costing less than other systems, it’s a price that’s accessible for all with no tie-in period.

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)

Pricing

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.

Monthly

£65+ VATPER LICENCE
Billed every month

Subscribe

Annual

£650+ VATPER LICENCE
Billed every year

Subscribe

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:

Client portal

The portal lets clients log in and view all of their details and policies, so they’re always in the loop.

Easy sharing

Share documents and policies with clients and colleagues at the click of a button.

CRM

Simple and easy-to-use, the CRM gives you instant access to your customer base and their data.

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.

Comprehensive reporting

Run management and income reports, as well as RMAR and efficient client reporting.

Provider
integration

From Nucleus to Transact, you’ll be able to easily import your client database into Elen.

Automated
workflows

Simplify processes and let the technology take the strain when it comes to time-consuming tasks.

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