Case studies
See how advisers like you are using the platform to save time, strengthen client relationships, and compete with bigger firms.
Competing with bigger firms
Competing with bigger firms
Competing with bigger firms
Harper & Co., a mid-sized London firm, kept losing prospects to nationals with sleek client apps. By launching their own branded app, they transformed how clients saw them and quickly turned tech from a weakness into a strength.
Saving Time & Compliance
Saving Time & Compliance
Saving Time & Compliance
Lan Advisors were drowning in spreadsheets, chasing compliance deadlines, and wasting hours each week. Moving to an automated platform gave them clarity, saved time, and finally created a stress-free audit trail.
Building Client Relationships
Building Client Relationships
Building Client Relationships
Independent adviser Andy, wanted to deliver more personal touches but couldn’t keep up with every milestone. With Smart Notifications, she strengthened relationships, delighted clients, and grew referrals - all without extra work.
Frequently asked questions
Have questions? We’ve got answers.
What functionality does the advisor dashboard include?
The dashboard gives advisors a complete overview of their book of business, including live valuations, client activity, compliance tasks, upcoming reviews, and performance reporting. It’s designed to reduce admin and give you actionable insights at a glance.
Can clients view live valuations in the app?
Yes. Clients can securely log in to see live valuations, portfolio breakdowns, and performance charts. Data updates automatically, giving them transparency and reducing inbound queries.
How do smart notifications work?
Smart notifications allow you to schedule and automate client touchpoints, such as birthdays, portfolio milestones, quarterly reports, or suitability reviews. Advisors choose what’s sent and when, ensuring every interaction feels timely and personal.
Is it possible to generate suitability reports automatically?
Yes. Our AI-assisted reporting tool creates suitability reports by pulling client data, valuations, and compliance notes directly from the platform. The report is drafted automatically, giving advisors a consistent structure that can be reviewed, edited, and finalised in minutes.
Does the platform integrate with custodians and CRMs?
We currently support integrations with a wide range of custodians, data providers, and CRMs. This ensures valuations, client information, and tasks flow seamlessly without double entry.
How is compliance data logged and stored?
All compliance activity is automatically logged in an immutable audit trail. Each entry records the date, time, advisor, and client action. Data is stored securely in line with regulatory requirements, with encryption applied both in transit and at rest.
Can clients securely upload and share documents?
Yes. Clients can upload documents directly through the app using secure encrypted channels. Advisors receive instant alerts and can review, store, and respond without the risks of email attachments.
Is the app available on both iOS and Android?
Yes. The client app is available for download on both the Apple App Store and Google Play, ensuring full accessibility across devices.
How often is new functionality released?
We release product updates regularly, driven by advisor feedback and regulatory needs. Enhancements range from new integrations and reporting features to performance and security upgrades.
Can we request custom features for our firm?
Yes. We welcome feedback and feature requests. Many of our current functions were developed in collaboration with advisors. If your firm has specific needs, our team will work with you to assess and prioritise development.
Frequently asked questions
Have questions? We’ve got answers.
What functionality does the advisor dashboard include?
The dashboard gives advisors a complete overview of their book of business, including live valuations, client activity, compliance tasks, upcoming reviews, and performance reporting. It’s designed to reduce admin and give you actionable insights at a glance.
Can clients view live valuations in the app?
Yes. Clients can securely log in to see live valuations, portfolio breakdowns, and performance charts. Data updates automatically, giving them transparency and reducing inbound queries.
How do smart notifications work?
Smart notifications allow you to schedule and automate client touchpoints, such as birthdays, portfolio milestones, quarterly reports, or suitability reviews. Advisors choose what’s sent and when, ensuring every interaction feels timely and personal.
Is it possible to generate suitability reports automatically?
Yes. Our AI-assisted reporting tool creates suitability reports by pulling client data, valuations, and compliance notes directly from the platform. The report is drafted automatically, giving advisors a consistent structure that can be reviewed, edited, and finalised in minutes.
Does the platform integrate with custodians and CRMs?
We currently support integrations with a wide range of custodians, data providers, and CRMs. This ensures valuations, client information, and tasks flow seamlessly without double entry.
How is compliance data logged and stored?
All compliance activity is automatically logged in an immutable audit trail. Each entry records the date, time, advisor, and client action. Data is stored securely in line with regulatory requirements, with encryption applied both in transit and at rest.
Can clients securely upload and share documents?
Yes. Clients can upload documents directly through the app using secure encrypted channels. Advisors receive instant alerts and can review, store, and respond without the risks of email attachments.
Is the app available on both iOS and Android?
Yes. The client app is available for download on both the Apple App Store and Google Play, ensuring full accessibility across devices.
How often is new functionality released?
We release product updates regularly, driven by advisor feedback and regulatory needs. Enhancements range from new integrations and reporting features to performance and security upgrades.
Can we request custom features for our firm?
Yes. We welcome feedback and feature requests. Many of our current functions were developed in collaboration with advisors. If your firm has specific needs, our team will work with you to assess and prioritise development.
Frequently asked questions
Have questions? We’ve got answers.
What functionality does the advisor dashboard include?
The dashboard gives advisors a complete overview of their book of business, including live valuations, client activity, compliance tasks, upcoming reviews, and performance reporting. It’s designed to reduce admin and give you actionable insights at a glance.
Can clients view live valuations in the app?
Yes. Clients can securely log in to see live valuations, portfolio breakdowns, and performance charts. Data updates automatically, giving them transparency and reducing inbound queries.
How do smart notifications work?
Smart notifications allow you to schedule and automate client touchpoints, such as birthdays, portfolio milestones, quarterly reports, or suitability reviews. Advisors choose what’s sent and when, ensuring every interaction feels timely and personal.
Is it possible to generate suitability reports automatically?
Yes. Our AI-assisted reporting tool creates suitability reports by pulling client data, valuations, and compliance notes directly from the platform. The report is drafted automatically, giving advisors a consistent structure that can be reviewed, edited, and finalised in minutes.
Does the platform integrate with custodians and CRMs?
We currently support integrations with a wide range of custodians, data providers, and CRMs. This ensures valuations, client information, and tasks flow seamlessly without double entry.
How is compliance data logged and stored?
All compliance activity is automatically logged in an immutable audit trail. Each entry records the date, time, advisor, and client action. Data is stored securely in line with regulatory requirements, with encryption applied both in transit and at rest.
Can clients securely upload and share documents?
Yes. Clients can upload documents directly through the app using secure encrypted channels. Advisors receive instant alerts and can review, store, and respond without the risks of email attachments.
Is the app available on both iOS and Android?
Yes. The client app is available for download on both the Apple App Store and Google Play, ensuring full accessibility across devices.
How often is new functionality released?
We release product updates regularly, driven by advisor feedback and regulatory needs. Enhancements range from new integrations and reporting features to performance and security upgrades.
Can we request custom features for our firm?
Yes. We welcome feedback and feature requests. Many of our current functions were developed in collaboration with advisors. If your firm has specific needs, our team will work with you to assess and prioritise development.