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:

  • 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:

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.

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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