ICAEW accreditation for private client software provider All in Place

All in Place, the online platform connecting business and personal financial planning has been accredited for its software by the Institute of Chartered Accountants in England and Wales (ICAEW), the professional’s leading industry body.

The fintech firm is the only software provider in this arena to have achieved the prestigious accolade, which has been attained following a stringent and independent due diligence process.

All in Place, which recently rebranded from Tether, helps accountants integrate the business andpersonal financial plans of their clients by creating detailed cashflow analysis and opportunity assessments – essential tools for the accountancy community. Launched in 2021, it has continued a structured roll out through early adopter clients, in preparation for full commercial launch.

Richard Bertin, All in Place Founder and CEO, said, “Obtaining ICAEW Software accreditation has been a key objective to us at All in Place. We are the first UK software business to build a proposition extending the role of the accountant from adviser into an integrated planning solution for the business owner, be it a sole trader or a limited company with multiple director shareholders.

A DPB Licence and the ICAEW accreditation gives members the confidence they need to extend their service offering to clients. Even without a DPB Licence we offer peace of mind of knowing you are staying within the tramlines and can add value. Given that we are likely to be entering a period of ongoing economic uncertainty, the pressure on family budgets will continue to come under intense scrutiny - All in Place is perfectly positioned to help accountants offer a more combined business and personal planning proposition.”

Commenting on the accreditation, Craig McLellan, Commercial Business Manager, ICAEW, said: “We are pleased to give accreditation to All in Place for its software. As an Institute we support the growth and delivery of financial planning software and we will continue to give members the ability to review independently evaluated software.”