Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Advice Desk for financial planners ← Back to the overview

Live demo · Blueprint No. 6265

Fact find done. Before they walk in.

Advice Desk is a mini onboarding, portal and review system for a financial planning practice. Clients finish the fact find on their phone over a few sittings, upload documents to a checklist and e-sign authorities without a meeting. Reviews and fee consents chase themselves and referral partners can see how their clients are going. Have a play: every button works.

  1. 01Check today
  2. 02Run a fact find sitting
  3. 03Score a risk profile
  4. 04E-sign the authority
  5. 05Send review invites
  6. 06Refer a client

This is the scaled-down version.

The real one is built around how your financial planning practice runs: your fact find questions and risk questionnaire, your fee tiers and consent rules, synced with Xplan, AdviserLogic or Midwinter. E-signing goes through DocuSign or Adobe Acrobat Sign. Calendars run in Microsoft 365 or Google Workspace with Teams or Zoom links. Platform forms go to Netwealth, HUB24 or Macquarie Wrap and fees reconcile in Xero. It's hosted and looked after by the people who built it.

Talk to us about the real one →