How would you like to work today?
Ask Adviser AI to help with a client, task or advice document…
Show me which clients have incomplete fact finds
Create a follow-up task for this lead
Summarise the client’s goals and financial position
Prepare the initial sections of the Statement of Advice
What information is still missing for this client?
Leads and clients
CRM
Adviser Tools
Client information
Fact Find
Statement of Advice
Advice
Files and templates
Documents
Work and follow-ups
Tasks
Practice visibility
Insights
Work Directly
Open the tools, navigate client records and complete each activity yourself. You remain in direct control of every field, task and document.
Work Conversationally
Describe the outcome you need. Adviser AI can locate information, organise data, prepare work and guide you through the next steps.
AI assistance without giving up control
Adviser AI can help prepare work, identify missing information and carry out authorised actions across the platform. Important changes remain visible, reviewable and subject to adviser approval.
Ask
Review
Approve
Describe the task or outcome you need.
Check the information, proposed action or generated content.
Confirm before important changes or documents are finalised.
Support across the complete advice journey
One platform. Two ways to work. We support you from the first lead to ongoing client servicing.
Lead
Client
Fact Find
Analysis
Advice
Ongoing Service
Capture new opportunities, referrals and follow-ups.
Manage client records, relationships and onboarding.
Collect structured financial and personal information.
Review goals, circumstances and missing information.
Prepare and review Statement of Advice documentation.
Manage reviews, tasks and continuing client relationships.
Adviser Toolkit does not replace the adviser. It gives the adviser a better way to work.
Use the platform manually when you want direct control. Use Adviser AI when you want assistance. Move between both whenever you choose.
AI Interaction Examples
Which clients are waiting on information?
Seven clients have incomplete fact finds. Three have been waiting for more than seven days. Would you like me to prepare follow-up messages?
Prepare Peter and Sarah’s client summary.
I have summarised their goals, income, assets, liabilities and outstanding information. Review the summary before adding it to the advice file.
Create the initial SoA draft from the approved template.
I can prepare the initial draft using the approved client information. I will flag any missing data and leave recommendations for adviser completion and approval.
Ask Adviser AI to help with a client, task or advice document…
Show me which clients have incomplete fact finds
Create a follow-up task for this lead
Summarise the client’s goals and financial position
Prepare the initial sections of the Statement of Advice
What information is still missing for this client?
How would you like to work today?
Use the tools yourself, or ask your AI adviser assistant to help.