Retirement advice

Delightful retirement advice

Use Multiply to automate retirement planning and engage clients with data-driven insights.

How Multiply solves this use case

Multiply streamlines retirement planning with automated pension modelling, interactive tools, and hybrid advice solutions. Engage clients with personalised insights, improve decision-making, and drive long-term client satisfaction.

"Digitisation and efficiency gains generated by the project will provide Advanta with the ability to build on the excellent relationship we have between our clients, their family members, and our advisers."

Mark Pearson, CCO, Advanta

Gold standard pension advice

Deliver compliant, personalised retirement advice with automated workflows and cashflow modelling.

Win and retain AUM

Engage clients with interactive tools, increasing retention and growing assets under management.

Help your customers achieve their dream retirement

Guide clients towards retirement goals with personalised insights and continuous support.

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 retirement advice at scale?

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