Twenty7tec Unveils Steppl Portal to Streamline Adviser-Client Engagement

Twenty7tec has launched Steppl, an AI-ready client engagement platform designed to centralise the digital relationship between financial advisers and their clients. For fintech professionals, this represents a significant move toward eliminating the administrative friction and data duplication that has long plagued the mortgage and protection advice sectors by automating manual workflows.

What was announced

Steppl is a configurable platform that allows advice firms to build bespoke client journeys, covering everything from initial onboarding to long-term engagement. The system is built to integrate directly into Twenty7tec’s existing technology ecosystem, specifically its ADVICE and RESEARCH modules. This connectivity ensures that data captured from the client flows seamlessly through the advice process, rather than being siloed in disconnected systems. The platform's strategy is centered on reducing duplicate data and connecting sourcing, advice delivery, compliance, and reporting.

The platform’s feature set includes the ability for firms to design their own fact finds, workflow stages, and tasks. Beyond basic data capture, firms can license and integrate additional services such as credit information, digital identity and liveness verification, and document scanning. This modular approach allows advisers to maintain a single point of contact for the client while automating the "chasing" and manual administrative tasks that typically slow down the advice process. Steppl is also designed to support relationships beyond an individual case, providing secure messaging and document sharing to maintain a digital connection as new enquiries arise.

The launch is a direct response to data from the Open Property Data Association (OPDA), which highlights significant inefficiencies in the current market. According to OPDA research, 62.3% of homebuyers are asked to provide the same information or documents multiple times, while 40.6% identify communication between stakeholders as the hardest part of the homebuying process. Furthermore, 39.5% of respondents noted that chasing for updates actively worsened their experience.

"Clients don't see a mortgage, pension or protection need as a collection of different systems and processes. They see one relationship with their adviser, and the technology around that relationship should feel just as joined up. Steppl gives clients somewhere they can come back to and understand what they have with their adviser, what is happening now and what they need to do next. For the firm, it means collecting information more intelligently, reducing repetition and having a much clearer view of the client. The aim isn't to digitise the adviser out of the process. It's the opposite. If technology can take care of more of the collecting, chasing and administration, advisers have more time for the conversations where their expertise matters."

James Tucker, CEO at Twenty7tec Group.

The companies involved

Twenty7tec, often referred to as Twenty7tec Group, is a prominent technology provider within the UK financial services market. The firm specialises in building platforms that connect client engagement, sourcing, advice delivery, and compliance. Its strategy is heavily focused on reducing duplicate data entry and creating a unified ecosystem for mortgage and protection advisers. By integrating various stages of the advice lifecycle, the company has positioned itself as a central hub for intermediaries looking to digitise their operations and improve the speed of advice delivery.

The Open Property Data Association (OPDA) is an industry body dedicated to improving the homebuying process through the use of open data standards. The association advocates for the digitisation of property data to make transactions more transparent and efficient for all stakeholders, including buyers, lenders, and surveyors. OPDA frequently engages with government consultations and industry leaders to promote "smart data" initiatives. Its involvement in providing the research underpinning this launch underscores the broader industry push toward interoperability and the elimination of redundant data requests in the UK property market.

What FF News has reported before

FF News has closely tracked the evolving landscape of the UK mortgage market and Twenty7tec’s role within it. In July 2026, we reported that Twenty7tec Integrates ZeroKey to Eliminate Manual Data Entry for Financial Advisers, a move that prefigured the data-efficiency goals of the Steppl platform. Our coverage of the broader market includes a report on how Remortgage Activity Surges 7% as UK Mortgage Market Splits Between Refinancing and Cautious Buyers, highlighting the high-volume environment in which these tools must operate.

Additionally, we have covered the challenges facing consumers, such as when UK Homebuyer Uncertainty Surges as 95% Face Unexpected Costs, PEXA Research Reveals. The role of data standards has also been a recurring theme in our reporting, notably when the OPDA Urges Industry Action on UK Government Smart Data Consultation for Property.

What this means

This announcement moves the needle by shifting the focus from back-office efficiency to the front-end client experience. For years, the fintech industry has prioritised sourcing engines and compliance logs, often at the expense of the consumer’s digital journey. By making the platform "AI ready," Twenty7tec is placing pressure on legacy CRM providers who still rely on static portals and manual document uploads. The real test for the sector will be whether these individual "ecosystems" can eventually talk to one another. While Steppl solves internal fragmentation for Twenty7tec users, the broader industry still faces the challenge of cross-stakeholder communication between lenders, solicitors, and brokers that remains largely unaddressed.