Young businessman working on a virtual screen of the future and sees the inscription: Insight

Seamless Onboarding Excellence: Empower Your Operations with Contengo

Data-Driven Due Diligence

Effortless Data Migrations: Bringing Acquired Data into Focus

Achieve a superior onboarding experience across the board using the Contengo Data Engine and dashboards to ensure minimal disruption to services and gain valuable insights. A repeatable process that you drive as and when needed.

  • A Due Diligence dashboard that provides you with a view of the data prior to acquisitions so you can get under the hood with the facts and figures of the deal.
  • Data migrations move data from an acquired firm’s systems into your own, but in a way that can always identify it.
  • Data cleansing fills in all those gaps to ensure consistency and completeness across multiple platforms
  • Novation tracker to ensure revenue is being received when it is expected
  • MI dashboard provides oversight and control

3 Steps to Break Free from Complexity and Excel

Arrange Your Demo

Let us show you how we are helping firms streamline their operations.

We'll Complete the Set-Up

We will go through an Onboarding process to link all the systems & data you need.

Watch Your Business Scale & Thrive

Create a feeling of excellence in your proposition for both your clients and staff.

Other Wealth Management Solutions

Facts & Figures

28bn
Total AUA of our customer base
8000
Number of end users with a Contengo Login
680
firms with a login to Contengo applications

Why Choose Contengo

Experience

13 yearsExperience

We have been working in this industry for over 13 years and have delivered award winning products. Our combination of technical expertise and understanding of business has been called out and highly praised on multiple occasions.

Trust

Over 8,000 users log in to Contengo systems, overseeing £19bn in assets, with 650 provider firms accessing Contengo portals regularly. This has all been achieved in just three years because we have delivered on our promises and engendered the trust of our customers.

Our Promise

We guarantee working with Contengo will reap results for your business; we take full responsibility for leaving you with a working system. We will always work in the best interests of our customers.

Our Wealth Management Solutions Integrate with the Following Systems: