Compliance paperwork shouldn't cost you adviser hours.
In financial services, your highest-cost people — advisers, analysts, portfolio managers — spend a disproportionate amount of time on administrative work that doesn't require their expertise. Savari handles the operational and administrative layer so your professionals can stay in front of clients.
Book a 20-minute callRegulated activities stay with your authorised team.
✓ Savari handles the operational layer
- Client onboarding documentation and KYC administration
- Account maintenance and client record management
- Trade confirmation and settlement support administration
- Reconciliation processing and exception reporting
- Compliance document gathering, filing and tracking
- Regulatory report preparation and data compilation
- Invoice processing and payment chasing
- Client correspondence within agreed parameters
- Policy documents, contract files and audit trail management
- Management information collation and report preparation
✕ Always stays with your authorised personnel
- FCA-regulated activities and advice
- KYC compliance assessment and approval decisions
- Investment suitability assessments
- Portfolio management decisions
- Client risk profiling
- Complaint adjudication
- Regulatory judgement calls
The operational work that ties your professionals up.
Services matched to your operational needs
Back-Office & Data Operations
Accounting and Finance graduates handling your reconciliation, document processing, compliance admin and operational reporting — accurately, at volume.
Explore this service →Embedded Team Support
A dedicated Finance Administrator, Credit Controller or Compliance Coordinator embedded in your team — using your systems, reporting to your managers.
Explore this service →Virtual Assistant & Business Admin
Client scheduling, adviser diary management, correspondence and the administrative coordination that shouldn't consume professional time.
Explore this service →Sales Support & SDR
Prospect outreach, proposal follow-up, pipeline administration and the business development activity your advisers don't have time to run themselves.
Explore this service →One flat rate. No employment on-costs.
You pay one agreed rate. Everything above sits with us.
Compliance in financial services means the paperwork has to be right — not just done. Which is why we document the process before we start and measure against it throughout.
Accounting and Finance graduates — matched to the work they're doing.Ready to free up your advisers and analysts?
Tell us your volumes, your systems and your compliance constraints. We'll tell you what a team covers and what it costs.