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.
Technology should adapt to your wealth business, not the other way around.
Configure workflows, compliance, reporting, integrations and revenue management around the way your firm operates – and unlock the freedom to run your business your way.
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.
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.
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 shouldn't mean disrupting your business.
Our onboarding specialists work alongside your team from day one to configure ADVICE around your existing processes, helping make implementation as straightforward 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.
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Discover how a configurable CRM platform can support the way your advisers already work.
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