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Lead innovation,
unlock potential,
xlrate growth.

We leverage AI to automate core administrative tasks for financial services businesses, enhancing productivity, reliability, and significantly reducing costs​​​​.
By practitioners, for practitioners. Our ambition is to significantly reduce the processing time for transactional activity and recurring internal processes. We have developed a suite of modular software to boost productivity, xlrating growth

Lead innovationunlock potentialxlrate growth.

Lead innovationunlock potentialxlrate growth.

About us

xlr is a Saas business specialising in innovative software solutions designed to streamline operations and enhance efficiency for financial institutions, primarily fiduciary and fund administration businesses. Our cutting-edge solutions work seamlessly with your existing systems, empowering your team to deliver exceptional service quicker than ever before.

Our solutions

Scribe

High quality written outputs generated by AI, tailored to meet your specific needs.

Thrive

Internal billing processes re-imagined and hyper-efficient, allowing you to focus on client service. 

Byte

Crunches big data, so you don’t have to. Need to digest your board pack between meetings? Byte makes a task like this a breeze for you.

Link

Your 24/7 virtual secretary. Paving the way for messages to be routed securely, conveniently, at any time and in any language.

Pact

Automated transaction monitoring in real time – bringing major synergies compared to a CMP sample test model.

Key features

A word from
our founder

Having worked in the offshore financial services sector for over 10 years, xlr was formed to address two primary issues that I identified.

1 time consuming and tedious tasks.
2 staff shortages, ‘brain drain’, or any other similar description for this! Keeping a workforce fully staffed consistently within these businesses is inherently difficult – you’re often based in an offshore jurisdiction with a smaller talent pool.  

 

Within xlr I hope to bring significant positive improvements to the way that your business is able to provide its services to clients. I hope to hear from you soon!

Will Wakeham

Will Wakeham

Founder

  • What is xlr’s software?
    xlr is a web application optimised for use on desktop computers.
  • How secure is my data?
    Our architecture is designed to ensure that your business does not expose itself to any additional risk through working with us. Data is stored in AWS servers in the EU and is encrypted when in transit. Our information security statement can also be shared with relevant parties.
  • What’s your pricing structure?
    Our pricing models work on a recurring annual or monthly subscription. The variables are the number of users, your chosen software modules from our suite as well as the processing capabilities (in simple terms, think of the count of transactions or size of data).
  • My business can’t handle any change right now. How else can I stay up to date?
    We encourage interested parties to engage with us, discussion is the first step in exploring your journey towards innovative solutions. We can also assist with ad-hoc consultancy activities for project or change management work-streams. Apart from this, follow our socials for regular updates and insights, or attend one of our frequent workshops!
  • What else is in the pipeline?
    We have big ambitions for our software suite, with a range of updates and further enhancements scheduled in addition to new modules. Watch this space!

AI-Powered Technology​

Harnessing the power of artificial intelligence to automate routine tasks, reduce human error and improve the quality of outputs. We reduce the processing time of tedious tasks, keeping your workforce motivated.

User-Friendly Interfaces

Designed with the end-user in mind, ensuring ease of use without extensive training. Our software is designed to be as turn-key as possible, avoiding heavy integration and allowing you to enjoy the upside with minimal time cost.

Scalable Solutions

From small businesses to large enterprises, our software grows with your needs.

Secure and Reliable

Commitment to high-security standards to protect your data and operations. We understand the needs of the industry and our system architecture is aligned to ensure there is no greater risk of using our software than the status quo. 

Our pricing models work on a recurring subscription basis. Please contact us directly to discuss your requirements.
You can also schedule a meeting here.

1 User

Nomad

Your virtual secretary. The tools to maintain high quality records, without the need for internal resources.

For small to medium sized businesses in any sector.

5-10 Users

Swarm

Providing your teams with capable resources to significantly boost productivity. Start the conversation today.

For small to medium sized financial services businesses.

10-100 Users

Enterprise

Empower teams across your business to work faster than ever before. It’s time to xlrate change for your business.

For medium to large sized financial services businesses.

100+ Users

Global

Unlock the potential of your global workforce. Establish your business as a leader of innovative financial services.

For large financial services businesses.

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