The increasing compliance burden is consistently cited as one of the main reasons advisor
struggle to service or even monitor their full client base.
The result is widespread consolidation across the industry.
Alongside advisors actively reducing client numbers in order to manage regulatory demands.
Our compliance AI expert integrates with existing advisor CMs, extracting raw data to
automatically generating suitability and performance reports.
Satisfying upcoming suitability regulations and justifying advises recurring income.
The compliance agent will continuously monitor the data, generating intelligent prompts
guiding advises on required actions and reviews, ensuring advises achieve best and
class advice for clients and keep on the right side of the regulator.
Our AI capabilities are designed to not only protect revenue, but actively help advises
grow it.
Our campaign agent will transform data into proactive business development opportunities.
Information, sales angles and pitch decks generated for campaigns such as cash deposits, IORPS2,
corporate investments, UK pension purchases and ARF transfers.
Demonstrate the power of financial planning and forecasting with an intuitive graphing
tool.
Access to a library of instant visuals, illustrations, charts and graphs to help translate complex
concepts into simple, client-ready explanations, clearly demonstrating the value of a financial
advisor beyond a basic fund broker.