MainstayPlus is a secure, client-centric CRM designed to support licensees in delivering consistent advice standards, stronger oversight, and scalable growth across their network.

The platform centralises client data, documentation, and workflows, providing improved visibility and governance at both adviser and licensee level.

With integrated digital forms, a built-in Document Builder for compliant completion of Statements of Advice, and automated tracking of ongoing fee arrangements and key compliance tasks, MainstayPlus helps reduce regulatory risk while improving operational efficiency.

Real-time reporting and structured workflows support audit readiness, enhance accountability, and promote consistent service delivery across the network.

Drive performance. Strengthen compliance. Scale with confidence.