Financial administration that scales with you
Empower your team by letting them focus on what matters most. From info gathering to form filling, we handle the admin so you can focus on growth.
Why Choose Zentum
Everything you need to run your business
Comprehensive financial administration powered by experts and modern technology.
Reduce Workload
Our experts handle the day-to-day so you can focus on servicing clients and adding value.
Scale Your Business
From regional IFAs to nation wide wealth managers, our flexible services grow with you. No need to hire more admins as your business expands.
Seamless Technology
We bring best-in-class financial software to automate workflows, reduce errors, and provide real-time insights.
Accuracy & Quality
Accurate administration provided through meticulous attention to detail. Our team maintains the highest standards of quality and efficiency to ensure a smooth client journey.
Real-Time Reporting
Access custom dashboards and reports anytime. Help to set client expectations with data at your fingertips.
Faster Onboarding
Reduce your time from winning business to onboarding assets for a better client outcome and quicker revenue generation.
What We Do
Financial administration, handled end-to-end
Info Gather
Dealing with providers and LOAs, and getting the answers you need.
- Provider specific knowledge to avoid delays
- Regular follow-ups to ensure shortest timeline
- Check that info provided matches request
- Standardise info to a consistent format
Form Fill
Filling forms with accuracy and speed.
- Source all latest and relevant provider forms
- Pre-complete all required sections
- Flag client action and signature requirements
- Send complete form to client for digital completion
Provider Call
Speaking to providers, and gathering the exact info you need.
- Gather updated policy valuations
- Collect specific policy information
- Supporting meeting preparation
- Written confirmation to maintain compliant file
Form Process
Working with providers to process forms as efficiently as possible.
- Checking signed forms on receipt
- Submit to the correct provider department
- Follow-up until confirmed processed
- Verify accuracy of completed request
Pricing
Transparent pricing, predictable costs
No surprise fees. No long-term contracts. Just straightforward pricing that scales with your business.
Growth
For scaling companies with complex needs
- Instant messaging
- Reporting dashboards
- Technical support
Enterprise
For organisations requiring full-time support
- Everything in Growth
- Custom reporting dashboards
- Dedicated account manager
- Multi-entity support
- Priority technical support
All plans include a 7-day trial. No setup or hidden fees.
Ready to transform your admin operations?
Schedule a personalised demo with our team. We'll show you exactly how Zentum can streamline your business and help you scale.
No commitment required. See Zentum in action.