At this moment, we are working on the Dutch-language website. Apologies for any inconvenience.

client case

Step Fourth

A USoft-based ISV for wealth management solutions to streamline portfolio control for e.g. investment and asset managers.

IMVS assetmanagementsoftware low code

Step Fourth is a Birmingham-based ISV providing a comprehensive suite of modular software solutions for financial asset managers. The software encompasses the entire process – from managing stock portfolios to interacting with clients. And integrates easily with many other applications to achieve automated workflows. The low-code platform offered by USoft also enables Step Fourth to make ongoing adjustments for compliance with financial and privacy laws and regulations.

The challenge

As a software provider for the financial sector, Step Fourth needs to keep its solutions compliant with constantly changing laws and regulations – with GDPR and MiFID2 as recent examples. The company needed a flexible and modern platform that would enable Step Fourth to evolve its solutions along with the market.

Stepfourth building

Small development team

Agile software provider focusing on small and mid-sized financial asset managers

  • Step Fourth has a tremendous competitive advantage on the UK market among small and mid-sized asset managers seeking customization and personal service over faceless global providers.
  • To retain that advantage, Step Fourth needs to make quick adjustments in response to client needs, without requiring a “veritable army of developers”.

Legal requirements

Adapt quickly to constantly changing laws and regulations

  • The asset managers served by Step Fourth have to accommodate changing laws and regulations with a short time frame for implementation.
  • The software needed to support customizable compliance reporting that met all the legal requirements for Step Fourth and its clients.
Legal requirments Stepfourth
low-code platform


Switching platforms to a modern development environment

  • After a management buyout, Step Fourth decided to switch development platforms and rebuild its software from scratch.
  • Step Fourth wanted a low-code platform based on business rules that would support ongoing development.

Why Step Fourth chose USoft

“The value of our intellectual property is actually disproportionate to the number of developers we employ.”

John Motley

Director of Step Fourth

The solution

The comprehensive Step Fourth software suite for financial asset managers is built on the USoft low-code platform based on business rules, which fully meets this customer’s needs.

USoft - Brainstorming at USoft


In adapting the software to ensure MiFID2 and GDPR compliance and reporting, Step Fourth was able to completely update its platform within just nine months, thanks to business rules in combination with low-code.


Step Fourth offers out-of-the-box integrations for widely used packages and digital services in the financial market and can use USoft to develop customized APIs for non-standard software for their clients.

easy integration with Usoft low-code
Successful organizational adaptation

End-to-end digitalization

Thanks to USoft, Step Fourth enables its clients to streamline their entire process, including administration and compliance reporting, so they can focus on their real job: investing money effectively and efficiently.

logo SBB

The results

Whitepaper about Step Fourth

More details about the solution and an in-depth analysis of why this satisfied customer chose USoft.

Download the story

Related client cases

  • Global life-sciences conglomerate

    This (anonymous) bioscience multinational is leading the way thanks to automated phenotyping.

  • State of Florida Department of Health

    A comprehensive Pharmaceutical Rebate Information Management System (PRIMS) to manage the state based drug rebate program.

    State of Florida Department of Health
  • California Department of Health Care Services

    A comprehensive Pharmaceutical Rebate Information Management System (PRIMS) to manage the state based drug rebate program.

    California Department of Health Care Services
  • News and insights