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.
ADVICE is the API-first digital command centre for advice firms, connecting client onboarding, adviser workflows, compliance tooling, third-party integrations, commission reconciliation and reporting into one configurable platform.
Built across mortgage, protection and wealth, ADVICE adapts to how your firm operates, not the other way round.
Most systems force you into a fixed way of working. ADVICE does the opposite.
Whether you run case-driven mortgage advice, ongoing wealth relationships, or both, you configure the platform around your business.
Choose a path that reflects your business.
FOR WEALTH FIRMS
ADVICE connects onboarding, workflows, compliance, integrations, commission reconciliation and reporting into one configurable CRM platform, giving you control over how your firm delivers ongoing advice.
Whether you want a structured out-of-the-box setup or a fully tailored operating model, ADVICE adapts to how your firm operates.
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.
All while maintaining a high-touch, relationship-led client experience.
Saved around 15 hours per week through reduced rekeying and automation.
Reduced compliance overheads by up to £90,000 annually.
Enabled firm-wide oversight with fewer resources.
See how a configurable CRM platform can support the way your wealth advice business operates.
FOR MORTGAGE & PROTECTION FIRMS
Configure how every case moves through your business – from first enquiry to completion and beyond.
ADVICE brings together workflows, compliance, client management, integrations and reporting into one connected system, helping firms manage cases with greater control.
Whether you want a structured out-of-the-box setup or a fully tailored operating model, ADVICE adapts to how your firm operates.
Customise end-to-end workflows across the full mortgage and protection journey - from lead capture and fact find through to application, completion and renewal.
Embed ID&V, AML, Consumer Duty and audit trails directly into workflows, ensuring every action is tracked, defensible and aligned to regulatory expectations.
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 provider payments and lender proc fees, reducing manual effort and protecting revenue.
Steppl connects advisers and clients through configurable, smartphone-based digital journeys, real-time communication and integrated third-party services, creating a seamless experience that supports onboarding, ongoing servicing and long-term relationships within ADVICE.
Configure pipeline stages, tasks and automation across the full mortgage lifecycle - from enquiry through to completion and renewal.
Track progress across all cases, with clear visibility of status, outstanding tasks and key milestones.
Control document structures, templates and outputs across the firm, ensuring consistency and reducing manual work.
Manage client interactions, updates and communications throughout the case lifecycle, keeping clients informed and engaged.
Provide visibility across advisers, pipeline and performance, supporting operational control and business growth.
ADVICE is designed to sit at the centre of your mortgage technology stack.
Enable and configure integrations across sourcing, compliance, documentation and client communication, so your workflows stay connected without forcing you into a fixed setup.
All integrated into your workflows – not bolted on afterwards.
The result is a scalable, efficient operation without losing control or client experience.
Increased adviser capacity from around 10 to over 80 active cases.
Saved an average of 30 minutes per case.
Created a fully digital, compliant audit trail across the business.
See how a configurable CRM platform can support the way your mortgage & protection advice business operates.
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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