Timely Reporting. Clearer Oversight.

One Beyond helped Thornbridge replace paper-based reporting with a secure, mobile-friendly portal, enabling appointed representatives to submit information, track document approvals and view invoice status in real time.

At a glance

Timely Submissions

Appointed representatives could record information as events happened, without waiting for quarterly meetings.

Mobile Reporting

Smartphone and tablet access made it easier to declare gifts and entertainment while away from the office.

Clear Approvals

Live document statuses kept users informed as marketing materials and presentations moved through approval.

Connected Accounting

Integration with Xero gave users visibility of the current status of their invoices.

Growth Capacity

Reduced paperwork enabled Thornbridge to handle greater workloads without a corresponding increase in administrative staff.

"Users no longer have to scan in lots of documents. And people love the design and layout. We had written a guide for people on how to use it – but no one has needed it!"

Charlotte D., Head of Relationship Management, Thornbridge

About Thornbridge

Thornbridge is a City of London-based provider of regulatory hosting and fund monitoring services to the financial services industry. Its appointed representatives include fund managers, wealth managers, third-party marketing firms and trading platform providers. The business supports the monitoring and reporting of regulated investment activity across funds operating under its umbrella, helping its representatives manage their regulatory responsibilities while maintaining oversight of the information and records involved.

The Challenge

Thornbridge’s reporting processes depended heavily on quarterly meetings, handwritten information and follow-up paperwork. With approximately 50 appointed representatives at the time and plans for further growth, the firm needed a more efficient way to collect information and communicate with its network. Existing software packages lacked either the required functionality or the intuitive experience Thornbridge wanted. A bespoke platform needed to preserve capabilities such as marketing material approvals while introducing timely digital submissions, clearer tracking and a foundation for handling increased workloads.

Our Solution

One Beyond worked closely with Thornbridge to design and develop a comprehensive appointed representative portal using Microsoft web technologies and SQL Server. We created a mobile-friendly experience that enabled users to submit information, including gifts and entertainment declarations, directly from smartphones or tablets. Document uploads and approval tracking provided clear status visibility, while Xero integration brought live invoice information into the portal. The resulting system reduced reliance on scanned documents and quarterly reporting cycles, creating a digital audit trail and helping Thornbridge manage more activity with less administration.

A closer look at features and benefits

Real-time register submissions

Smartphone and tablet access

Gifts and entertainment reporting

Digital document uploads

Marketing material approval workflows

Live document approval statuses

Digital audit trails

Xero integration and invoice visibility

Reduced manual administration

"They clearly know what they are doing, and are a great team to work with. They’re very approachable, we found them incredibly responsive in the event of any issue – at every level too, from the MD down. The whole project has been a very positive experience, and we’re delighted with the end product."