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. The pipeline it installs follows a loan or finance application from enquiry to settlement, so advice-only practices will want to rename the stages to suit.
Sound familiar?
Annual reviews slip through
Hundreds of clients and no reliable trigger for who is due a review this month.
Advice documents scattered
Statements of advice sit in folders disconnected from the client record.
Fee disclosure kept by hand
Ongoing fee arrangements tracked manually across a set of spreadsheets.
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
- 1New Enquiry
- 2Pre-qualification/Fact Find
- 3Application Preparation
- 4Application Submitted to Lender
- 5Conditional Approval
- 6Awaiting Valuation
- 7Formal/Unconditional Approval
- 8Loan Documentation Issued
- 9Signed Documents Returned
- 10Ready to Settle
- 11Settled
- 12Post-Settlement Review
Custom fields on top of the standard ones
| Field | Type |
|---|---|
| Risk Profile | dropdown |
| Net Worth | currency |
| Total Liabilities | currency |
| Politically Exposed Person | yes/no |
| PI Insurance Expiry | date |
| Commission Type | dropdown |
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)
Built for how financial services firms actually work.
- Compliance records and statements of advice attached to the client, each with a status
- Recurring subscriptions create a draft invoice for ongoing fee arrangements each cycle
- Review dates can start a sequence that invites clients to book their annual review
- Audit trails and field history across every client interaction
Blueprints stack. Run Financial services alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.
Your financial services workspace, live in about two minutes.
Choose Financial services when you sign up and start the 21-day free trial. No card needed to look around.