Robertson Baxter
Curated by SignalFP&A software suite delivering independent financial advice in Yorkshire.
Overview
Robertson Baxter is a financial planning and analysis (FP&A) software provider that focuses on financial management functions for individuals and families in the Yorkshire area. The software suite includes features for budgeting, forecasting, scenario analysis, and financial reporting, utilizing artificial intelligence and big data analytics to analyze business performance and market trends. The company also offers independent financial advice and customized financial planning services, aiming to provide transparent and personalized financial guidance. Robertson Baxter's mission is to assist clients in achieving long-term financial objectives through a structured system that supports decision-making and resource allocation. The firm is registered with the Financial Conduct Authority, indicating adherence to UK regulatory standards.
Key facts
- Founded
- 2007
- Headquarters
- Huddersfield, United Kingdom
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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Contact
- Primary office
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