Part of our ADVICE product suite, the Twenty7tec CRM platform is a fully integrated, highly configurable solution that simplifies complex advice journeys. Whether you’re managing mortgages, protection or wealth cases – or all three – our platform brings together every part of the advice process into a single, intelligent ecosystem.
Built with brokers, networks, advisers and operations teams in mind, this CRM helps reduce complexity, boost compliance, and free up more time for high-value client interaction.
Free up advisers' time by automating admin
Automate compliance & eliminate rekeying errors
Improve advice velocity and team productivity
One platform for everything – reducing ‘tool overload’
Lower overheads with a centralised system
Use data for strategic growth & ongoing engagement
A complete platform to manage every stage of the advice process across mortgages, protection, and wealth — built for the full advice business, not just individual advisers. Designed for intermediaries, it covers the entire client lifecycle, supports cross-product advice, and can be customised to match your firm’s exact processes. Seamlessly integrates with your wider tech ecosystem.
Connect seamlessly with Twenty7tec tools and third-party services, from mortgage and protection sourcing to income matching, valuations, cashflow modelling, and document verification. Eliminate rekeying, reduce risk, and streamline every part of the advice journey.
Track revenue at case level, monitor KPIs across teams, and access live MI and RMAR reports – all from a single dashboard. Make smarter decisions with real-time income insights at your fingertips.
Ensure Consumer Duty adherence with workflows that automatically link fact-finds to advice outcomes, flag compliance risks, and create a full audit trail for every disclosure, interaction, and recommendation.
Empower clients with a secure digital portal where they can upload documents, complete their fact-find, follow case progress, and engage with your firm more easily. Improve onboarding, boost trust, and increase retention.
See how our CRM can help you deliver smarter, faster, and more compliant financial advice.
Twenty7tec
7th Floor, Avalon,
Oxford Road, Bournemouth,
Dorset BH8 8EZ
