Financial advisers spend 61% of every client meeting collecting or updating data — re-keying it across disconnected tools. AdviserOS changes that.
CashCalc. FE Analytics. Fund research. Platform due diligence. Practice management. Meeting notes. Each a separate login, a separate export, a separate manual update.
Advisers collect or update data for over a fifth of each client meeting. Then spend another hour re-keying it. That's 73 hours per year per adviser — on admin, not advice.
FCA Consumer Duty requires documented, auditable advice processes. Manual workflows make audit trails inconsistent. AI can generate compliance-ready logs automatically — if it's built into the workflow, not bolted on.
AdviserOS orchestrates every step of the adviser-client relationship — from first meeting to annual review — in one coherent, AI-powered workflow.
Meeting notes captured on mobile or desktop. AI extracts client facts, goals, and risk appetite directly from the conversation. No manual entry.
AI structures the fact find and risk profile from meeting data. Automatically pushes into CashCalc — the adviser's financial planning engine.
Cash flow modelling, portfolio construction, and fund research — all surfaced in context. No tab-switching. No re-keying.
AI drafts the suitability report from the full workflow context. Compliance checks run automatically. Human reviews and sends.
System monitors client portfolios and triggers review workflows when they're due. AdviserOS regenerates the suitability report context automatically.
All your tools — cash flow modelling, fund research, portfolio analysis, practice management — connected in one platform. No more tab-switching.
Mobile and desktop meeting capture. AI extracts client profile, goals, and risk appetite automatically. Context persists across the full client lifecycle.
Client facts, risk profiles, and financial data flow directly into CashCalc. No manual re-entry. Accuracy and audit trail guaranteed.
FE Analytics-powered fund research and portfolio benchmarking. Deepest fund data in the UK, surfaced in context when the adviser needs it.
AI generates the suitability report from the full workflow context — meeting notes, fact find, planning, portfolio. Compliance check runs automatically.
System monitors client portfolios and triggers review workflows when reviews are due. AdviserOS regenerates the suitability context automatically — advisers review and send, not rebuild.
AdviserOS is built for the modern financial advice firm that knows AI can do more than generate meeting notes — it can run the full client lifecycle, intelligently, compliantly, and at scale.