A back-office CRM that fits your business
Elen has been specifically designed by financial advisers for financial advisers.
Elen is an all in one toolbox for advisers, financial planners and paraplanners.
A back office system, all in one place.
Stop wasting time and money, stop being frustrated with too many systems.
Put more valued time into what matters, your clients and their future.
Simple. Easy. Secure.
So intuitive anyone can use it, Elen removes the hassle and stress of back office admin.
Our online tutorials and customer support operatives will support you all the way.
The safety of your clients' data is our number one priority. Elen is a secure back office system.
No tie-in ✓
Client portal ✓
Easy CSV import ✓
Client messaging ✓
Regulatory reporting ✓
Document and policy sharing ✓
Tasks and Workflows ✓
Email Integrations ✓
What Financial Advisers are Saying
“Elen has saved me so much time and money. It's a great back office for financial advisers.”
CJ Hannan Financial Services
“After using a really complicated back office system for so many years, it's nice to have something simple but effective.”
“We are finding the system so simple and uncluttered, easy to navigate and use...
We have used several CRM systems (circa 9!) in the past but none of them can hold a candle to Elen! ”
Whitewell Financial Planning
We’re all about keeping things simple, and our dedication to simplicity is reflected in the way we charge. That means it’s just one price for a licence with all of our features included with no hidden fees and no lengthy tie-ins.
Tied in with your current back office? Provide proof of your tie-in and we’ll give you Elen for free until your contract is up!
Get in Touch
We want to hear from you!
Sophia House, 28 Cathedral Road, Cardiff, CF11 9LJ