THEWHITEBOARD Information

Thewhiteboard provides an integrated suite of front, middle and back office services, including fully integrated operational, portfolio management and financial planning software, to wealth management, IFA and private banking firms in the UK financial services sector. Thewhiteboard provides settlement, custody and associated business processing services by arrangement with Societe Generale (London). Thewhiteboard Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 716800 Thewhiteboard Ltd is registered in England & Wales No. 09191923