Every client moves forward. Nothing falls through the cracks.
AdviserWorkflow turns your advice process into one clear pipeline — onboarding, SOA, reviews and staff tasks. Less admin, fewer dropped balls, and a team that always knows the next step.
When the process lives in people's heads, things slip.
Onboarding, SOAs and reviews each have a dozen steps — spread across emails, sticky notes and spreadsheets. When there's no shared pipeline, work stalls silently, hand-offs get missed, and the team can't see what needs doing next.
Work stalls without anyone noticing
A client sits in "awaiting SOA" for three weeks because the next step was never assigned. No alert, no owner — just a quiet gap.
Steps get skipped under pressure
Consent forms, file notes, compliance checks — when it all lives in memory, the busy weeks are exactly when something important gets missed.
The team can't see what's next
Advisers and support staff constantly ask "where is this up to?" Status updates eat the day and nobody has the full picture.
Every job is rebuilt from scratch
Without reusable templates, the same onboarding and review process is reinvented each time — inconsistent, slow, and impossible to scale.
Your whole advice process, running on rails.
AdviserWorkflow gives every stage of client work a defined pipeline, an owner and a checklist — so the right thing happens at the right time, every time.
New-client onboarding flows
Trigger a complete onboarding pipeline the moment a client says yes — fact find, ID, consent and data setup, each step assigned and tracked.
SOA workflow
Move every Statement of Advice from draft to peer review to delivery with clear hand-offs, so nothing waits on the wrong desk.
Review workflow
Automate annual and ongoing review cycles — prep packs, meetings and follow-ups scheduled and surfaced before they're ever overdue.
Staff task allocation
Assign every task to the right person with due dates and visible ownership. Each team member sees exactly what's on their plate.
Reusable templates & checklists
Build your best process once, then run it for every client. Consistent steps, captured compliance, and quality that doesn't depend on who's rostered on.
Progress tracking across stages
See every client and job on one board — what's moving, what's stuck and what's done — so bottlenecks are obvious and the practice keeps flowing.
One pipeline, five clear stages.
Every client and every job flows left to right. The stage tells you where it is, the owner tells you who's on it, and the checklist tells everyone what's next.
Capture
Enquiries and referrals land in one queue, ready to be picked up.
Set up
Fact find, ID and consent run as a guided, assigned checklist.
Advise
Draft, peer review and deliver with clean hand-offs at each step.
Maintain
Ongoing reviews scheduled and prepped before they fall due.
Complete
Work closes out with a full record — nothing left hanging.
What an efficient practice gets back.
Less admin overhead
Automated steps and hand-offs replace the manual chasing and status meetings.
Nothing falls through the cracks
Every task has an owner, a due date and a place on the board.
The team always knows the next step
A shared pipeline means no more "where is this up to?" — it's visible to everyone.
Consistent, compliant delivery
Templated checklists make sure each client gets the same thorough process.
Faster client turnaround
Work moves through stages without stalling, so clients are looked after sooner.
A practice that scales
Onboard new staff into a proven process instead of years of tribal knowledge.
See your advice process running as one pipeline.
Tell us how your practice works today and we'll show you the onboarding, SOA and review workflows mapped to your stages.