Automation for financial advisors
Client onboarding, document collection and periodic portfolio reviews eat up more hours than the advising itself. We move that admin work onto automation so you stay with your clients and the decisions.
Where your hours go
Onboarding a new client takes weeks
Identity verification, the risk-tolerance questionnaire, source-of-funds documents and agreements bounce back and forth over email. The client cools off before you even start.
Forgotten portfolio reviews
Annual or quarterly reviews depend on your memory and calendar. A missed review means an unhappy client and exposure on suitability requirements.
Missing documents and compliance gaps
Expired ID documents, un-refreshed risk questionnaires, unsigned amendments. Tracking this by hand across your whole book is both tedious and risky.
What we build for you
Digital client onboarding
An online intake form collects identity data, risk tolerance and the required documents through a single link. Data flows straight into your CRM and agreements are signed electronically.
Automated review reminders
The system tracks when each client's portfolio review is due and sends the reminder itself, offering a meeting slot. Nothing slips through.
Compliance and document tracking
We monitor document expiry and risk-questionnaire deadlines, automatically asking clients to update anything outdated. A clear status for every client in one place.
What you'll feel
Faster onboarding
A new client is ready to work with in days, not weeks, because document collection runs on its own.
Fewer missed reviews
Periodic reviews happen on time, clients feel looked after, and you stay calm about requirements.
More time for advice
Less manual admin means more hours for real advising and bringing in new clients.
Related services
Common questions
Yes. We deploy with proper EU data storage, access control and audit logging. We tailor the process to your compliance obligations and the tools you use.
Advise clients, not paperwork
We'll show you which part of the admin work can be automated right now.