Solutions by Segment
Right-Sized Solutions for Every Practice
Whether you're an independent adviser or a major institution, Ordexa scales to meet your governance needs without unnecessary complexity.
1-5 Advisers
Small Practices
Purpose-built solutions for boutique advice firms. Get enterprise-grade compliance without the enterprise complexity or cost.
Common Challenges
- • Limited time for compliance administration
- • Need for affordable, scalable solutions
- • Wearing multiple hats across the business
- • Keeping up with regulatory changes
Perfect for independent advisers and small partnerships
How Ordexa Helps
- Streamlined, intuitive interface
- Affordable per-adviser pricing
- Pre-configured compliance templates
- Automatic regulatory updates
- Quick onboarding (same-day)
6-50 Advisers
Mid-tier Licensees
Scalable governance infrastructure for growing licensees. Manage multiple advisers with consistent compliance standards.
Common Challenges
- • Consistent compliance across advisers
- • Efficient review and oversight workflows
- • Managing growth without adding overhead
- • Centralised reporting and analytics
Ideal for dealer groups and growing licensees
How Ordexa Helps
- Multi-adviser management dashboard
- Configurable approval workflows
- Centralised compliance reporting
- Role-based access controls
- Bulk operations and templates
50+ Advisers
Enterprise Groups
Enterprise-scale governance for large institutions. Custom deployment options, dedicated support, and advanced integrations.
Common Challenges
- • Complex organisational structures
- • Integration with existing systems
- • Advanced security and compliance requirements
- • Custom reporting and audit needs
Built for major institutions and wealth management firms
How Ordexa Helps
- Flexible deployment (SaaS/Private/Hybrid)
- Enterprise SSO and identity management
- Advanced API and integrations
- Dedicated success manager
- Custom SLA and support agreements
Find the Right Fit for Your Practice
Schedule a consultation to discuss your specific requirements and see how Ordexa can transform your compliance workflow.