"We’re excited to be able to provide advisers with an all-in-one solution. It used to take four hours for financial advisers to perform a ‘fact find’ and determine a client’s financial position. With Basiq, we can automatically populate this using a customer’s online bank data and reduce the process down …

“Without the ability to automatically sync software with live banking data, customers would need to take extra steps to download and upload statements outside of their accounting package. By using Basiq, we were able to get up and running quickly so that we could focus on creating a powerful auto-match …