Financial services blueprint

Advice files, reviews and compliance without the admin drag.

Financial planners, insurance brokers and investment advisers managing ongoing client relationships. Every part of the advice file becomes a record you can report on.

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Sound familiar?

01

Annual reviews slip through

Hundreds of clients and no reliable trigger for who is due a review this month.

02

Advice documents scattered

Statements of advice sit in folders disconnected from the client record.

03

Fee disclosure kept by hand

Ongoing fee arrangements tracked manually across a set of spreadsheets.

The Financial services blueprint

What installs when you pick Financial services.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Finance Application Pipeline

  1. 1New Enquiry
  2. 2Pre-qualification/Fact Find
  3. 3Application Preparation
  4. 4Application Submitted to Lender
  5. 5Conditional Approval
  6. 6Awaiting Valuation
  7. 7Formal/Unconditional Approval
  8. 8Loan Documentation Issued
  9. 9Signed Documents Returned
  10. 10Ready to Settle
  11. 11Settled
  12. 12Post-Settlement Review

Custom fields on top of the standard ones

FieldType
Risk Profiledropdown
Net Worthcurrency
Total Liabilitiescurrency
Politically Exposed Personyes/no
PI Insurance Expirydate
Commission Typedropdown

Records it adds extra record types beside contacts, deals and jobs

  • Loan / Finance Applications
  • Insurance Policies
  • Investment Portfolios
  • Compliance Records
  • Financial Goals
  • Statements of Advice (SOA)
  • Trading Accounts
  • Instruments
  • and 4 more

Built for how financial services actually works.

  • Compliance records and statements of advice attached to the client, each with a status
  • Recurring subscriptions bill ongoing fee arrangements each cycle
  • Review-cycle sequences book the annual review without chasing
  • Audit trails and field history across every client interaction

Blueprints stack. Run Financial services alongside any other blueprint in the same workspace, and switch later without losing records.

Related blueprints

Mortgage broking12 stages · New Enquiry → Post-Settlement Review Legal practice12 stages · New Enquiry → Closed/Archived Consulting5 stages · New Enquiry → Engagement Active

See all 25 blueprints →

Your financial services workspace, live in about two minutes.

Pick the Financial services blueprint during signup and start the 21-day free trial. No card needed to look around.

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