Built by advisers, for advisers.
AdviserHub turns the client conversation into the client file, the client presentation and the compliance check: three hubs, one record.
You check it. You don't write it.
How the documents are madeThe file. The meeting. The check.
The Advice Hub in one minute: the fact find, the suitability report and the review letter Advice Hub
Prepare evidence-led advice, records, recommendations and client communications.
Inside the Advice HubThe Presentation Hub in one minute: the recommendation deck and the annual review deck Presentation Hub
Build clear, professional presentations that communicate advice effectively.
Inside the Presentation HubThe Compliance Hub in one minute: the suitability report and the annual review letter, checked finding by finding Compliance Hub
Review suitability and check that advice is supported by the available client evidence.
Inside the Compliance Hub
The client portal. Coming soon.
Your clients get a hub of their own, in your firm's brand. What they tell you there arrives in the same record the three hubs work from, so nobody types it twice.
Tell us you want it firstWe'll show you before it opens.
- Signs inWith a one-time code. No password to forget, no app to install.
- Tells youTheir fact find, at their own pace — and you review what they changed before it counts.
- Sends youTheir documents and ID checks, and signs your agreements, in one place.
- Talks to youBooks the meeting and messages you, without an email chain to search.
Thirty minutes. One deliberately messy meeting.
We run a joint review through the system and you watch it refuse to trust itself — then show you the audit trail a file review can't argue with.