Rich client profiles that unify case history, communications, documents, and compliance status. Your client's full story, not a contact card.
Full household, employment, income, dependants, objectives. Structured where it matters, flexible where it doesn't.
Every email, call, meeting, and portal message, in chronological order, searchable, filterable.
Every document tagged, versioned, linked to cases. Find anything in seconds.
Consumer Duty-aligned vulnerability flags with rationale and review dates.
Partner, joint applicants, dependants, linked properly so advice reflects the whole household.
AI scans communications and surfaces signals: new baby, divorce, job change, retirement.
Client lifetime value calculated automatically. Rank by expected future revenue.
Annual reviews scheduled automatically with pre-filled agenda from the client's last 12 months.
Marketing consent, channel preferences, language preferences, tracked and audit-logged.
New enquiry → AI pre-fills from the enquiry form → adviser reviews → profile live in under 60 seconds.
Client profiles enrich automatically from your indexed M365 or Google emails, calendar events, and uploaded documents. No manual data entry.
Book a 60-minute personalised demo. We'll show the feature against your workflow.