Annual reviews

Hyper-efficient annual reviews

Use Multiply to automate annual reviews and deliver real-time insights.

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How Multiply solves this use case

Multiply automates annual reviews, reducing admin time and ensuring compliance. Real-time insights help advisers identify opportunities, increase profitability, and focus on nurturing client relationships.

"This partnership is pivotal in realising our expansion goals, empowering us to deliver top-tier, efficient advice to a wider range of clients."

Helen Lovett, COO, Foster Denovo

End-to-end reviews

Automate the entire review process, from data collection to compliance checks, ensuring accurate, efficient client reviews.

Increase the profitability of reviews

Detect fact-find changes and uncover new opportunities, maximising revenue and client lifetime value from each review.

Advisers get back to what they do best

Automate admin tasks, freeing up advisers to focus on client meetings, relationship-building, and strategic advice.

Features

Client portal
Secure platform for client planning and communication.
Adviser portal
Central hub for managing clients and insights.
Advice engine
Automated, compliant financial advice generation.
Risk engine
Dynamic risk assessment and compliance management.
Doc generation
Instant compliant documents to save admin time.
AI agents
AI-powered client interactions and personalised support.

Ready to deliver annual reviews at scale?

Multiply is helping transform the way top firms give financial advice. To join them, visit our contact page to get in touch.