The financial advice platform built for the modern world.
The next generation of financial advice
![client logo](/images/next-gen-1.png)
Get clients ready, quicker
Simplify client onboarding processes, making it easier and faster to get clients started.
![client logo](/images/next-gen-2.png)
Automate your back office
Save time with automated meeting transcriptions and follow-up communications.
![client logo](/images/next-gen-3.png)
Easily provide continuous support
Features that help serve less profitable clients more effectively, using AI to reduce costs and improve service delivery.
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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.
![client logo](/images/irish-life.png)
![client logo](/images/foster_denovo.png)
![client logo](/images/ocm.png)
![client logo](/images/titan.png)
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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