The full financial advice cycle can now take place in the first meeting. Everything is time stamped and recorded as you go, so there is no additional work after hours — less time on admin, more time facing clients.
Contacts, meetings, notes and signed documents attached to the person, not scattered across inboxes.
Three, six and twelve month reviews tracked automatically, with birthdays and follow-ups alongside.
Discussions are transcribed and attached to the client file as proof of what was said — and clients can review them themselves.
One flow carries the client from budget to signed recommendation. Each step feeds the next, so nothing is captured twice and nothing is left to write up afterwards.
Capture the client's income, expenses and disposable income in a guided budget. No spreadsheet, no re-typing.
The FNA builds from the budget — cover gaps, retirement shortfall and priorities calculated as you go.
Recommendations are generated off the analysis, with the reasoning attached to each one.
Upload your quotes. The client views them in their own portal and chooses the option that suits their needs.
Every step is recorded and transcribed as it happens — the advice record writes itself.
An FIA is completed automatically for every client. When an insurer asks for the latest one, a link goes to the client, they confirm it's correct, and the system generates the document ready to send.
The evidence is generated as the advice is given, not reconstructed weeks later — and it happens in minutes, not a second shift of admin.
Practices that outgrew spreadsheets but don't want a six-month rollout. Set it up in an afternoon.
We're in build. Early access opens in waves and waitlist order decides who goes first.
Per-seat pricing, published before launch. Waitlist members get founding rates.
Yes — CSV import at launch, with help from us for the first cohort.
Leave your email and we'll update you as soon as the trial is available.
Early access opens in waves and waitlist order decides who goes first. We'll let you know the moment it's your turn.