HR and payroll built for trust and compliance.
Advisers, analysts and support staff handle sensitive money and data every day. ConnectSimpli keeps their records secure, your firm audit-ready, and payroll accurate across every location.
Free up to 5 employees No card required Bank-grade data security
We know the pressures your team is under.
Sensitive records, strict access
Client and employee data is confidential, so only the right people should ever see it.
Regulators expect an audit trail
Background checks, qualifications and approvals all need to be documented and ready to inspect.
Multiple offices, one payroll
Advisers and teams are often spread across locations, making consistent pay and reporting hard.
Control who sees what, down to the record.
Lock sensitive HR and payroll data behind role-based permissions, with a full log of every change so nothing slips through.
- Role-based access for every record
- Encrypted document storage
- Full audit log of changes
Onboard fast and stay inspection-ready.
Run digital contracts, background checks and compliance checklists from day one, and keep qualifications and certificates current.
- Digital contracts & e-signatures
- Compliance checklists & screening
- Qualification & certificate tracking
Accurate payroll across every office.
Process pay with automatic tax handling, handle allowances and bonuses, and produce the reports auditors and leadership ask for.
- Automated tax & payslips
- Bonuses, commissions & allowances
- Audit-ready workforce reports
The modules financial services rely on.
Frequently asked questions.
How does ConnectSimpli keep financial data secure?+
Records are encrypted and protected by role-based access, so staff only see what their role allows, with a full audit log of every change.
Can it handle staff across several offices?+
Yes. Manage teams, attendance and payroll across multiple locations from one platform, with consistent reporting throughout.
Ready to simplify HR for your financial services?
Join growing teams across the UK and Pakistan running HR and payroll the simple way — free up to 5 employees.