HLPartnership (HLP) has launched its new in-house developed customer relationship management (CRM) system, designed for mortgage and protection advisers.
The proprietary platform aims to integrate every aspect of the advice journey, and has been purpose-built in collaboration with its member firms.
Over recent years, HLP has invested in its in-house technology capabilities, assembling a tech team led by chief technology officer, David Steele.
Christopher Tanner, CEO of HLP, said: “Technology has always been a key focus for HLP, and we recognise its vital role in preparing advisers for the future.
“This launch marks the beginning of an exciting new chapter for HLP, as our strategic partnership with BetterHome Group allows us to accelerate the development of member-led technology while harnessing their expertise alongside our own.
“We understand the challenges of running a successful advice business, which is why our CRM system is more than just software – it is a comprehensive solution created by advisers, for advisers.
“It simplifies processes, boosts productivity, and focuses on what matters most: efficiency, compliance, and client outcomes. Designed to grow with businesses, it provides long-term value for our members.”
Tanner added: “Thanks to our partnership with BetterHome Group, we are pushing the boundaries of innovation and delivering tools that meet the evolving needs of advisers and their clients.
“At HLPartnership, we listen, innovate, and deliver, always putting advisers and their clients at the centre of everything we do. Our significant investment in bespoke technology reflects our commitment to helping our members succeed today and in the future.”
