Annual reviews

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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.

Screenshot of a task management interface with a heading 'My tasks'. A list of tasks assigned to Martin Cliff is displayed, with status labels such as 'Overdue', 'Due today', and specific due dates like 06/03/25 and 10/03/25. The background features an orange gradient.

"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
Screenshot of a financial dashboard. The date is displayed as 'Today, 24 June,' with a greeting that reads, 'Good morning, Martin. It’s 12°C and mostly rainy in Oxford today.' Below are sections for 'Clients,' 'Tasks,' and 'Multiply Copilot,' with placeholder content. A sidebar on the left features icons for navigation.

End-to-end reviews

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

Screenshot of a task confirmation window. The task is labeled 'Pending task' and asks to 'Confirm updated facts for John & Penny Smith'. Assigned to Martin Cliff, the task is due on 4 April at 4:00 PM. A blue button labeled 'Confirm client updates' is visible, with a note indicating this will update Intelliflo. The background has an orange gradient.

Increase the profitability of reviews

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

Screenshot of a financial chat interface. A message at 08:20 AM states, 'So I think we’ll need about £45,000 for the deposit and fees.' Below, an AI-generated suggestion reads, 'Change suggested from transcript: Add homebuying goal,' with 'Accept' and 'Reject' buttons.

Advisers get back to what they do best

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