The financial advice platform built for the modern world.
The next generation of financial advice
Get clients ready, quicker
Simplify client onboarding processes, making it easier and faster to get clients started.
Automate your back office
Save time with automated meeting transcriptions and follow-up communications.
Streamline Annual Reviews with AI
Automate simple annual reviews and cut admin time by up to 80% for complex cases, improving client service without increasing your workload.
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Trusted and secure.
We work closely with each client to ensure that both their advice and our tech is risk-appropriate and compliant.
Features
Launch
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White labelled
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Automated advice
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Select back-office integrations
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Voice transcription
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Document generation
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Document analysis
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Task generation
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Soft facts search
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Risk triage system
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Customer data analysis
Enterprise
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All Launch features
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Customisable client portals
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Hybrid advice capabilities
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Enhanced customer data analysis
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Custom CRM integrations
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Plan-based ongoing engagement
API
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Customisable for guidance or advice
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Built-in security
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