Purpose-built for financial advice

Everything your team needs, in one flexible CRM.

Manage clients, advice, policies, documents, communications and growth from a platform you can configure around the way your business works.

Book a demonstration See the platform
Detailed advice record in Adviser CRM
A complete record of the client, advice process and related activity.
Client managementOne complete client view
Advice workflowsConsistent, auditable processes
Policy managementClear stages and follow-up
Document automationProfessional outputs faster

Advice records

Keep every advice engagement organised from start to finish.

Bring objectives, recommendations, meetings, documents, emails, activities and status history together in one structured record.

  • Repeatable advice processes
  • Clear stages and ownership
  • Complete history for review and compliance
Advice record details in Adviser CRM

Advice pipeline

See work moving through your advice process.

Pipeline views make priorities visible and help your team identify stalled work, upcoming actions and the value moving through each stage.

  • Visual six-step advice workflow
  • Stage totals and record counts
  • Fast access to every active engagement
Advice record pipeline in Adviser CRM

Policy management

Manage insurance business with a clear operational view.

Track cases through underwriting, medical information, offer of terms, in force and not in force while keeping insurer, client and premium details close at hand.

  • Policy and benefit records
  • Renewal and service automation
  • Pipeline visibility for the whole team
Life policy pipeline in Adviser CRM

Document Writer

Turn CRM information into polished client documents.

Build reusable templates with merge fields, sections and table loops, then create consistent documents using the information already held in Adviser CRM.

  • Your own branded templates
  • Dynamic fields and repeating tables
  • Less retyping and fewer inconsistencies
Document Writer template editor in Adviser CRM

Life benefits

Keep benefit details, premiums and policy relationships together.

Record the cover, sum assured, premium, taxation, status and insurer history in a clear benefit view linked to the client and policy.

  • Detailed benefit records
  • Policy and client relationships
  • Service information in one place
Life benefit detail record in Adviser CRM

Policy records

See the full policy picture without searching across systems.

Bring ownership, insurer, stage, dates, premium information, contacts, claims and related activity into one accessible policy record.

  • Complete policy overview
  • Visual stage tracking
  • Related activities and documents
Life policy detail record in Adviser CRM

Regulatory analytics

Turn operational information into useful oversight.

Dashboards help you understand advice activity, implementation outcomes and benefit categories while supporting regulatory reporting and business decisions.

  • Advice records by status and stage
  • Monthly activity views
  • Clear visual reporting
Regulatory analytics dashboard in Adviser CRM

Built for advisers on the move

A genuine mobile experience—not just a smaller desktop screen.

Use Adviser CRM from your mobile device to check the information that matters, complete everyday actions and keep client work moving wherever you are.

Adviser CRM mobile tasks screen

Stay on top of tasks

See overdue and upcoming work, priorities and related clients so important follow-up does not get left behind.

Adviser CRM mobile policies screen

Review policies anywhere

Access policy records, underwriting stages and core client information while you are away from your desk.

Adviser CRM mobile advice record screen

Keep the full client context

View notes, open tasks, objectives and related activity within the same connected client and advice experience.

More than records

The everyday tools that keep an advice business moving.

01

Tasks and activities

Keep follow-ups, meetings, calls and deadlines visible across your team.

02

Communications

Retain emails, notes and interaction history alongside the client record.

03

Automation

Reduce repetitive administration with reminders, workflows and scheduled actions.

04

Customisation

Shape fields, layouts, processes and reporting around your own business.

See how Adviser CRM could work for your business.

We will show you the platform around the way your team works—not a generic sales script.

Book your demonstration