Adviser Hub: for financial advisers, built with financial advisers
AdviserHub records the client conversation and turns it into the client file, the client presentation and the compliance check — three hubs, one record, built with people who have sat where you sit.
Built for UK financial advice firms.
The mark opening into the three hubs, then each one at work: a presentation repainted to a firm's brand and turned to its recommendation, the client record landing a doubt with a suitability report scrolling beside it, and the compliance check opening what it caught on charges. Three specimen clients, one grammar.
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 follow.
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