For advice firms
You already have the clients. Now you can afford to know them.
Knowing a household well enough to advise it costs more than the clients at the bottom of your list pay you. So they get the newsletter, and little else.
- The fact-find, already current8 accounts, sourced and dated. One not updated for seven months is flagged.
- The deadline behind the meetingThe fix ends March 2028. The emergency fund is £400 behind.
- Her question, and the optionsWorked from her figures. No recommendation: that is yours.
She shares · you receive
One tap from her Home. Three pages on your desk.
Sarah asked her own AI where the spare cash should go. It set out the options from her figures, said the choice was her adviser's, and drafted this request.
The fact-find is done and stays current. An annual review starts with twenty minutes of reading, not a day of gathering.
Your first meeting starts where your second one usually would.
The pilot
A 90-day pilot. £10 a month for each client who signs up.
- Pilot
- 90 days, to see whether your clients use it.
- Price
- £10 a month for each client who signs up, and nothing for anyone who doesn't. That is £120 a year to serve a household you couldn't serve at all.
- Reporting
- A report every month on how your clients are using it.
- The deal
- If your clients aren't using it, the pilot stops.
We can't read your clients' data, and we never give advice.
Nothing reaches you until a client shares it.