Financial Services Software Solutions

Why use our Financial Services software solutions

The Financial sector comprises regulated financial services including accountancy, investments, pensions; all multi-contract environments requiring a careful central co-ordination, financial services software solutions to maintain control and maximise efficiencies.

Alphatec is a leading provider of financial services software solutions for time recording, profitability and retention, project, work in progress and invoicing.

Our SaaS (Software as a Service) cloud software can be implemented quickly and easily with no additional demand on already stretched internal IT Services and we can migrate your existing information into our solutions as required.

Our financial services software solutions enable you to:

  • Record your time seamlessly and accurately to a client, service and activity for charging purposes, including expenses.
  • Track the true cost of your clients and fully understand their respective profitability.
  • Track income vs budget and forecast for clients and individuals.
  • Manage fixed term and/or fixed costs projects and assignments, with allocated resources, personal or role rates, margins and automated notifications.
  • Maintain TCF and maximise client retention, with service and fee transparency.
  • Monitor levels of specific regulatory activity, such as Compliance and CPD objectives.
  • Manage work in progress, resource management, invoicing and profitability by client, discipline, project or individual.
  • Fully understand your business; bring together data from our software and even integrate with information from your other systems, providing meaningful information at whatever level is required.

The following features make our financial software solutions powerful yet easy to use:

  • Remote access from anywhere with an internet connection.
  • Centralised co-ordination with operational and financial reporting.
  • Time recording at unit or time level.
  • Expenses recording.
  • Budget, forecast and income recording.
  • Optional Acturis integration for clients, services and income.
  • Customisable static reference data to support varying roles, disciplines etc.
  • Powerful adhoc reporting and dashboards.
  • Integration with your own systems.

Contact us to see how our financial software solutions can help your business.

Request a demo

The best way to appreciate how our financial services software solution can support your business needs is to run-through a demo.


Our financial servicessoftware solutions

Choose Alphatec for your Financial Services Software Solutions?

Ease of Use

Our products are hosted SaaS (Software as a Service) cloud solutions, accessible from any location and device with an internet connection, making home working, hot desking and collaboration easy and productive.
Full training and migration of data from existing systems can be provided as part of the service.


All our products are modular and are available to integrate simply and efficiently with your existing systems, such as online forms, financial payments and business intelligence management information. For more bespoke integration or integration with in-house systems our consultancy team are on-hand to advise and implement those integrations.


From the largest corporate to the individual, we have a pricing structure for you.
Pricing is based on modular design and measured usage such as users, records, and optional features such as document storage. The client pays for what they need.
Subscription costs include all enhancements to the core system.

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