An advice engine
Financial Health Check
Every client assessed the same way, in seconds — needs identified, shortfalls calculated, each one RAG-rated.
Consistency, automated
The same high-quality assessment, whoever advises
One of the hardest things for an advice firm is giving every client a consistent, high-quality assessment, regardless of which adviser they see.
The Financial Health Check fixes that. Once a fact-find is complete — high-level or detailed — it automatically identifies the client's objectives and needs, links any existing plans or policies to them, calculates any shortfalls (including ones that arise in future), and applies a simple visual RAG status (red / amber / green) to each need.
It takes seconds, and removes the risk of manual oversight or inconsistency between advisers.
Flexible & configured for you
Adviser-friendly, and yours to shape
The adviser and client can agree to exclude or amend any item, with controls that keep the firm consistent and compliant. The menu of advice objectives, and the rules behind them, are configured specifically for you.
Once recommendations are agreed, the tool updates the health check and RAG statuses, giving the client clear, visual reassurance that their needs are being addressed.
Needs analysis that never has an off day.
Consistent, evidenced, in seconds — the foundation the advice engines build on.