Saltus are an Investment Management and financial Planning firm, founded in 2004. Saltus have amassed over £4bn assets under management, with over 200 employees.
Leading WealthTech partner Dunstan Thomas has secured a new contract to supply and support its Imago Illustrations solution for the investment management firm and adviser platform-as-a-service provider Saltus. Under the terms of the deal, Dunstan Thomas enables Saltus to automate provision of pensions illustrations for the Saltus Self Invested Personal Pension (SIPP) as its grows its SIPP book rapidly.
Alistair Stuart, Chief Operating Officer of Saltus, said:
“Dunstan Thomas’ Imago Illustrations not only fully meet regulatory requirements but also supports a range of elements of advisers’ financial planning reports. For example, we found its pension review functionality met and exceeded all our needs both from a technology capability and technical compliance perspective. The fact that Imago Illustrations has already been deployed by a number of the largest pensions providers and platforms speaks for itself.”
Saltus launched its partnership programme to provide flexible support to independent financial planning businesses in September 2023. It now supports a number of IFA firms – providing a technology platform, advice and financial support to help them make the most of their opportunities, enhance the service they offer to clients and enable them to scale rapidly. Operational support provided to Saltus’s partners includes compliance, technology, HR, book keeping, marketing, sales and growth capital.
Alistair Stuart of Saltus, continued:
“As we increase the number of IFA partners we are supporting via our platform, portal and mobile app, scalability is a key requirement. We were impressed with Imago Illustrations’s ability to handle high volumes of illustrations as we scale – something which more manual competitors were struggling to assure.”
Andrew Martin, Chief Commercial Officer, Dunstan Thomas added:
“Saltus turned to Dunstan Thomas because they wanted an ability to customise their SIPP illustrations more easily. They wanted more control over both the configuration and presentation of charges and delivery of a range of statutory documentation for their white labelled SIPP.
Imago Illustrations is designed to offer this sort of flexibility, while remaining compliant within all regulatory requirements for new business, reviews, SMPIs and MiFID II pensions documentation.”
Imago Illustrations