Get ready to do better business.

Baseplate brings
the capability to
develop and
deliver innovative
solutions. We've
got it covered

1.0
Helping you to
work smarter

Baseplate improves profitability and performance by making key areas of business easier and more efficient for everyone

Client engagement:
  • Improve lead and prospect conversion.
  • Improve client retention and business levels.
Productivity:
  • Improve the focus and use of time for advisers and support staff, relieving them of repetitive processes and improving their user experience.
  • Improve the flow of data and its use through sound integrations.
Compliance:
  • Make this easier for all involved.
Business development:
  • Sales pipeline.
  • Business driver KPI's.
Business risk:
  • Minimising key aspects where possible.

2.0
The power to work in any way you need

The Baseplate platform empowers you with the ability to work in ways that are suited to you and your company.

A collaborative approach
  • Partnering with our clients to develop solutions.
  • Built on over 30 years' experience in providing financial service software solutions.
Our range of highly tailored software solutions and services covering insurance, investment and mortgage under the Baseplate brand
These can create an 'end-to-end' solution from lead generation, highly tailored Adviser Work Bench (CRM, advice process and compliance management), onboarding tools, data importing, through to fees & commission processing for larger scale insurance, investment and mortgage operations.

An enterprise level database and cloud platform
  • A mature database highly developed for the financial service industry.
  • Containerised MSA (Micro Service Architecture) that delivers software that is scalable, secure and reliable.
  • CICD pipeline for effective and efficient software development and delivery.
  • Cloud hosting options.
  • The ability to provide containerised platform services.
Systems and platform design advice
In-depth advice to assist others either move their legacy systems, and/or develop their own optimised platform using the wealth of knowledge gained from their own experience.

3.0
Baseplate Solutions

Baseplate utilises its in-depth industry knowledge, existing financial service solutions and cloud platform to provide a range of solutions and services.

Baseplate Tailored Software Solutions
We apply sound assessment, design and an agile development environment for efficient and effective software development, with reliable, secure and scalable outcomes, flexible hosting options, and the ability to integrate with 3rd party systems to optimise operations performance to deliver innovative solutions.

Baseplate is structured to allow flexible commercial arrangements for tailored software solutions. The standard approach is:

  • Assessment budget
    Covers requirement scoping, solution investigation and design, and commercial arrangement assessment to prepare a final development and delivery proposal.
  • Development and delivery budget
    Development, data work, testing, operations delivery, implementation and any training.
  • Master Licence Agreements are put in place for each product and/or service provided.



Baseplate Containerised Services
The Baseplate Platform can provide a range of containerised services utilising its processing and Restful API capabilities for 3rd party front end development or inter-service consumption, enhancing existing systems capability. We collaborate with clients to design and develop these.


The Baseplate Platform

Baseplate has migrated from a monolithic to a MSA platform.

    Key benefits:
  • Efficient and effective software development.
  • An agile development environment.
  • Speedy delivery.
  • Reliable and scalable outcomes.
  • Cost effective, optimised service delivery.
  • Secure data and sound DR.
  • The ability to integrate with 3rd party systems to optimise overall system design and performance.
  • Mature and highly tailored solutions for the financial services industry.


CICD Pipeline

Baseplate has created a CICD pipeline for fast, efficient and reliable development delivery.

Key Features:

Click on each feature form more detail.


MSA

MSA (Micro Service Architecture), design, delivery and administration.


Containerised deployment

Pushes (or deploys) containers to their target environment, such as a cloud or on-premises server. The main advantages are the ability to speed up deployments and subsequent code changes with high reliability and flexibility.


CICD

Automated steps for code to go through from development, testing, staging and production to improve speed of delivery and predictability. Covers security, test, architecture, design, delivery and administration functions.


Docker Container

Virtualisation architecture, design, delivery and administration used to create, deploy, and run our Kubernetes containers.


Kubernetes

Containers allow a developer to package up an application with all of the parts it needs, such as libraries and other dependencies, and ship it all out as one virtual data center.


Flexible business logic

Business logic is able to be built into front end, middle tier or back end to optimise performance, security, scalability and processing cost as part of the design process.


Thin Front End

Rapid change and flexible targets.


Restful API

Defined end points for flexible and multiple data requirements. A standard protocol for integration with internal and/or 3rd party software.


OAUTH Authentication

An open-standard authorization protocol or framework that allows unrelated servers and services to safely access to services without sharing logon credentials.


Siloed services

Services are separated into their own self-contained system to improve reliability, re-usability and ability to scale.


Hosting

Private or own, public or hybrid hosting options can be delivered. The Baseplate Platform is self-hosted to optimise performance and delivery cost for our market.


Postgres SQL database

An enterprise level database. One of the top 4 databases in use globally. Our database solutions have been developed over 15 years with a pedigree of portfolio management.


Datafeeds

A high level of experience of establishing and maintaining a range of data feeds depending on the suppliers technology and capability.


Standardised database

Standardised database templates (for example, AWB, CRM, FeeComm) with version control and upgrade rollouts.


Individual client databases

Discrete client databases that ensure privacy and no data leakage.


Client centric with entity linking

Built with the 'Account' being the focus with contacts, suppliers, products and activity entity links.


Ability to extend with custom IP

Client tailoring and IP extensions.


Soft-coded content

Filters, queries and templates.


Financial industry tailoring

Extensive industry tables, algorithms and data import procedures. Robust and proven.


Why use a MSA approach?

It comes down to scalability and performance in the short term as against the long term.

As the complexity of the overall platform is extended, the MSA approach allows for scalability, performance levels and reliability to be maintained.

4.0
Platform Engineering Consulting

We assist companies to design and engineer their enterprise cloud system delivery and hosting.

Working in the way ensure companies have an optimised, competitive, future proofed solution. We draw on the experience of developing and operating our own enterprise Platform.

How we assist:
  • Assessment of current position and requirements.
  • Solution design and proposal.
  • Solution implementation and maintenance.
  • Assessing hosting options of on-premises, cloud (AWS, Azure, Google) and/or hybrid deployment, optimising RAM, storage capacity and CPU (throughput).
  • Migration from legacy technology to modern service orientated architecture.
The Areas We Specialise In:
  • O365 integrations using MS Graph.
  • Restful API services design and development.
  • System-to-system data integrations.
  • SQL DB optimisation services.
  • Service orientated architecture (SOA) projects.
  • CI/CD code pipeline design and delivery.
  • FE design and consultancy.

How can we help?

We can help you create tailored solutions to increase efficiencies, save time and lift your bottom line. Let's talk.