Centralise client communication, compliance workflows, and onboarding processes. An All-In-One business platform designed to support independent financial advisors and wealth management firms.
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Client Communication Platform
Provide clients with secure, branded portals for document submission and communication, reducing administrative overhead. Single login system that manages and organises multiple client relationships, policies, and portfolios from one interface.
Document Management
Advanced E-Signatures
Client Onboarding Tools
Workflow Automation
Fact-finds & risk profiling
Quotes & Proposals
Payments (via Stripe or GoCardless)
KYC (via Yoti)
Intelligent automation keeps your client communications, reviews, and follow-ups running smoothly in the background - freeing you to focus on strategic advice and portfolio management.
Clients complete fact-finds, risk assessments, and verification through secure online portals. Automated workflows manage identity verification and AML checks whilst reducing manual processing requirements.
Provide clients with secure access to complete suitability questionnaires, upload documentation, and monitor progress through a branded portal. Centralised communication reduces administrative overhead and improves client engagement.
Obtain legally-binding electronic signatures on suitability reports and client agreements that meet FCA requirements. Integrated GDPR controls and comprehensive audit trails support regulatory compliance and professional obligations.
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Eliminate document chasing with automated client communication and secure submission processes.
Create workflow templates once, then replicate and customise for different client types, eliminating repetitive administrative tasks across your practice.
Integrate seamlessly with existing systems whilst benefiting from enterprise-grade security, FCA-compliant audit trails, and comprehensive compliance monitoring.
Reduce administrative burden through automation, compliance management, and practical features designed for financial advice environments.
