Three products that work alone or together, sharing one encrypted client record. Built in the UK for FCA-regulated firms.
Pension consolidation outstanding since March. Attitude-to-risk review due. Two unanswered emails about an ISA top-up.
2 compliance flags KYC complete1. ISA allowance
2. Risk profile review
3. Pension transfer next steps
The AI-native client platform: pre-meeting briefings, a live meeting assistant, AI email triage & drafting, KYC questionnaires with a client portal, and a compliant encrypted client file.
Virtual portfolios built from each client's risk profile and goals. Track allocations and performance against the plan — standalone, or fed live from IFA Office KYC data.
Project income, spending, goals and life events year by year. Stress-test plans and show clients their future — standalone, or grounded in the KYC profile they already completed.
Sensitive data encrypted at rest with AES-256-GCM. Documents and backups are encrypted before they leave the platform — your storage provider only sees ciphertext.
Write-once backups with compliance retention, on your storage provider or ours — built for FCA record-keeping, GDPR and DORA.
Hosted in London. Per-firm isolation, role-based access and an append-only audit trail of who did what, when.