Developing Innovative Solutions Takes Innovative People

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Contact Us

  • GCD Business Centre
  • South Circular Road
  • Dublin 8
  • Tel: 353 1 6275620

I cannot understand how a professional Financial Advisor can get along without BOSSe. It is at the center of everything we do. 

— Irish top 10 Broker Company

What We Do

We provide solutions to the Financial Services market in Ireland, the UK and Europe. Our main products - BOSSe, Axiom, and Connect+ are available to all professional Financial Advisors. We also offer bespoke developments - please contact us for more details.

BOSSe

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Our flagship product is BOSSe, a Client Relationship Management (CRM) tool aimed at Life and Pension Brokers. BOSS has been helping our customers organise their business for over 15 years. You get direct access to a professional IT department dedicated to Increasing Sales, Reducing Costs, and Improving Compliance.

Financial Calculator

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Axiom is one of the world's most powerful Financial Calculators. Using this tool, you can easily find a clients' Life Cover requirements, work out the Life of Capital for any amount, advise your clients on Mortgage Options, and many more essential calculations you need to perform on a daily basis. When you subscribe to BOSSe, you automatically get Axiom as a FREE utility. We will install one copy of Axiom for every BOSS license you take out.

Connect+

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Your Client will usually have one of two objectives: To achieve Financial Independence, or . . . To build Wealth (assuming (s)he has already achieved Financial Independence) To help your Client achieve their goal, we have built a truly unique product which builds upon the 'Balance Sheet', that is already familiar.

It is simply the most advanced Financial Needs Analysis solution you are likely to find anywhere in the world. Used by professional Financial Advisors, Connect+ will guide you through the process of identifying the Financial needs of your High Net Worth clients. We are so confident in this product, that we guarantee that Connect+ will increase your sales. If not, we will refund your investment!