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 30-minute personalised demo. We'll show the feature against your workflow.