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Simple. Efficient. Fair.

Designed by financial advisers for financial advisers. A simple-to-use CRM  with a user experience that will change how you feel about your everyday work. 

You get all the features for FREE for 30 days.

Back office for financial advisers, administrators and paraplanners

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About Elen

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.

Online Support

Our online tutorials and customer support operatives will support you all the way.

Top Security

The safety of your clients' data is our number one priority. Elen is a secure back office system.

Start your 30 day FREE trial
No card details required

Elen Overview
Elen's assets under management dashboard

Feature-rich technology

No tie-in ✓

Client portal 

Easy CSV import 

Client messaging 

Regulatory reporting 

Document and policy sharing 


Tasks and Workflows 

Email Integrations 

Platform Integrations



What Financial Advisers are Saying

“Elen has saved me so much time and money. It's a great back office for financial advisers.”

Siân Williams


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.”

John Morris

Mortgage Adviser


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!

Phil O’Connor

Financial Planner
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!

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No fixed contract.

Cancel anytime.

Per licence:


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No fixed contract.

Cancel anytime.

Save 18%

Per licence:


Want to simplify your back office?
Fill this quick form out, and we can arrange a meeting to discuss your business needs, and arrange a demo.

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Get in Touch

We want to hear from you!

Sophia House, 28 Cathedral Road, Cardiff, CF11 9LJ

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