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30 years of great support

We’ve got a few years experience to our name... and it shows. Our reputation is based on a flexible approach to making our products work for you.

Our services can be tailored, shaped and moulded to fit your business needs. We don’t do square pegs through round holes.

Our services & products

St. James's Place Partnership

I'm delighted with iN-FILE. It's definitely helped me to manage my busy financial practice in a more professional manner - mainly helping with efficiency and productivity. For example, we can now access client's files electronically via a shared network, which means savings in the time spent searching for documents.

Overall, this has lead to better management of client information and many have commented on how effectively we now deal with their questions and queries.

I have recommended Instate to a number of fellow partners running small, medium and large practices and, like myself, they have always been very satisfied with the product and service offered by Instate.

Robert Macdonald, Senior Partner, St. James's Place Partnership