The Baseplate Solutions Story.

From our beginnings in 1994, we've come a long way.

Here's our story.

1.0
In the
Beginning

The orgins of Baseplate Solutions go back to 1994 when Fab Software was established specialising in financial advice software.

Baseplate Solutions was established in 2021, bringing into a single entity the Fab Software and Baseplate Consulting joint venture which had been running since 2013 to support the business development of the CRM software.

Baseplate Solutions is a New Zealand owned company, based in Christchurch. Our drive is to respond to user requirements and create innovative solutions for the Australasia financial industry. We have provided trusted solutions for financial advisers since 1995.

We now bring significant software systems development and delivery experience, in-depth financial industry knowledge and business development experience to our clients.

Baseplate Solutions has been structured to allow flexible partnership arrangements to build solutions for the financial industry.

2.0
Baseplate Solutions Proposition

Our fundamental business and offerings are built on a simple proposition:
Solutions that make it easy



We make it easy for Financial Service Providers
Insurance, mortgage, investment, advisers and suppliers.

To improve profitability and performance
  • Better operating efficiency
  • Productivity improvement, lower costs
  • Improved compliance and risk management
  • Improved sales and revenue focus
  • Better time and task focus
  • Improved client management
  • Prospect conversion, client retention
  • Maximising client business and referrals
  • Full advice
Through innovative technology solutions
  • Baseplate software modules
  • Baseplate tailored solutions
  • Baseplate containerised services
  • Baseplate platform design consulting
Built on in-depth industry knowledge
  • Operating for over 25 years in this industry
  • Software and platform design, development, delivery and IT infrastructure
  • Broad financial services industry knowledge
A mature enterprise database highly tailored for financial services, on an enterprise level cloud platform
  • API integrations
  • MSA (Micro service architecture)
  • Mature enterprise database, highly customised for financial services
  • In-house plus existing component integration and optimisation
  • Agile CICD capability
  • Scalable, reliable, secure
  • optimised hosting and IT infrastructure

3.0
Partnering
With Baseplate Solutions

Why partner with Baseplate Solutions? Simple: Our history, experience and offerings will add incredible value to your organisation.

Unlock the incredible power of a cloud platform built on MSA, a mature enterprise database highly developed for the financial service industry coupled with in-depth industry knowledge, existing software modules, an agile development environment, reliable and scalable outcomes, and the ability to integrate with 3rd party systems - we've got it covered.

A New Zealand based company that is agile, responsive and passionate about its solutions
  • A collaborative approach, partnering with clients to develop solutions.
  • Sound project management, development and delivery processes.
  • A very efficient and effective CICD pipeline system.
End-to-end modules
  • Highly tailored, customisable CRM for financial advice with sales pipeline, compliance and business process management.
  • Web forms for client engagement.
  • Client portal for client engagement.
  • Fees and commission processing.
30 plus years developing technology solutions for the New Zealand and UK financial service industry covering software, data security and operations delivery for insurance, mortgage and investment, coupled with extensive business development experience.

An enterprise level database and cloud platform built around
  • Standardised database templates (for example, AWB, CRM, FeeComm) with version control and upgrade rollouts.
  • Discrete client databases that ensure privacy and no data leakage.
  • Client centric with entity linking.
  • Ability to extend with custom IP.
  • Standard customisable UDF's (user defined fields) and categories.
  • Soft-coded content (for example, filters, queries, templates).
  • Highly tailored tables, data import capability and algorithms for the financial industry.
Deep knowledge of modern MSA platforms including
  • 'On premises', 'Hybrid' and 'cloud' deployment technologies.
  • Solution scalability.
  • Restful API integrations.
  • DB - SQL plus Elastic Search, design, delivery and administration.
  • MSA design, delivery and administration.
  • CI/CD pipelines with security, test, architecture, design, delivery and administration.
  • Docker container virtualisation architecture, design, delivery and administration.
  • Kubernetes cloud virtual cluster architecture, design, delivery and administration.
Well-developed systems design skills and operations management
  • 30 years of system design.
  • 15 years Linux data centre hosting and administration.
  • 15 years Windows Delphi Desktop.
  • API expertise with MS Office and 365 using MS Graph API.
  • Data integration work with NZ financial institutions since 1996.