Deliver the right advice, your way
Customise end-to-end workflows for ongoing client management, from portfolio analysis to annual reviews, rebalancing and long-term servicing.
Modern wealth firms don’t need another practice management system. They need technology that supports the way they already work.
Configure workflows, compliance, reporting, integrations and revenue management around the way your firm operates – and unlock the freedom to run your business your way.
Customise end-to-end workflows for ongoing client management, from portfolio analysis to annual reviews, rebalancing and long-term servicing.
Embed ID&V, AML, Consumer Duty and audit trails directly into workflows, ensuring every action is tracked, defensible and aligned to regulatory expectations.
Through open APIs, connect your preferred third-party services, including AI-enabled tooling, keeping data and workflows connected from enquiry to completion.
Automate the tracking, reconciliation and distribution of client fees and provider commissions, reducing manual effort and protecting revenue.
Deep Blue configured ADVICE around the way they already worked, creating a more connected, efficient and compliant business.
10+ hours: Reclaimed every week for client-facing activity.
Connected operations: Workflows, valuations, reporting and revenue management in one platform.
Greater compliance: Integrated AML, automated reporting and complete audit trails with less administration.
Configure onboarding, portfolio setup, review cycles and ongoing servicing workflows tailored to your advice model.
Access live fund pricing, valuations and performance data directly within client records, supporting informed and timely advice.
Link client policies to providers to monitor changes between reviews, ensuring advisers always have a complete and current view.
Schedule and trigger client reviews based on service levels, helping maintain consistent engagement and regulatory alignment.
Provide firm-wide visibility of adviser activity, compliance status and business performance without additional manual oversight.
ADVICE connects with the specialist tools your advisers rely on, without forcing you to change how you deliver advice.
Configure integrations across risk profiling, analytics, cash flow planning and other specialist tools – all aligned to your workflows and reporting structure.
Your ecosystem stays flexible while your data and processes stay connected.
Changing your core technology can feel daunting.
That's why our onboarding specialists work with you from day one to configure ADVICE around your business, helping make the transition as smooth as possible.
And once you're up and running, our dedicated UK-based Customer Support team are just a quick phone call away.
The support from the onboarding team and the flexibility in the sales process made a big difference. The system itself is also clearly designed to make advisers' lives easier.
SPEAK TO TWENTY7TEC
Stop adapting your processes to rigid systems.
Start configuring your operating system around how your firm actually works.
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