One Platform. One Team. Every stage of advice.
The Complete Advice Operating System
Eliminate fragmented technology. Unify the entire advice journey.
- Client Onboarding
- Data Collection
- Analysis
- Strategy
- Advice Delivery
- Ongoing Review
Onboarding to ongoing review
The platform
Everything in one place.
Emeraude is designed to transform how Financial Advice firms operate. Frustrated with the options available the Emeraude team have created a whole of practice system that will enable Financial Advisers to focus on their customers by providing the best advice, while maintaining compliance and driving overall practice efficiency.
The system is complete and is designed to be used by the entire practice. From financial advisers, to paraplanners, customer service officers and practice managers. No more multiple systems and complex licenses. No need for systems and AI platforms that don’t talk to each other. Just one system that just works.
01
Client Onboarding
Seamless onboarding from first contact onwards.
02
Data Collection
An engaging fact find that captures the complete client picture.
03
Analysis
Explore scenarios and model the impact of different decisions.
The core
One client record
Multi-entity, always current
04
Strategy
Develop and compare strategies to identify the best path forward.
05
Advice Delivery
Produce clear, compliant advice and implement agreed recommendations accurately and efficiently.
06
Ongoing Review
Keep advice aligned as clients’ circumstances and goals evolve.
Why Emeraude
Built for the way financial advice actually works.
Drive Efficiency
Bring workflows, client data, analysis, scenario planning, advice documents and communications into one connected platform. Reduce duplication, minimise manual data entry and remove the need to move between multiple systems, helping advisers and support teams work faster and more consistently.
Enhance Client Satisfaction
Work with clients in real time to capture information, explore strategies and demonstrate the impact of different advice scenarios. Faster reporting, clearer explanations and more responsive service create a stronger client experience and reinforce confidence in the advice process.
Ensure Compliance
Capture client interactions, information, decisions and advice records as they occur throughout the advice process. A consistent, centralised record reduces the risk of missing information and makes it easier to maintain complete, accessible and reliable compliance records.
Engine for Growth
Greater efficiency creates more capacity for advisers and support teams to focus on clients and advice. Better client experiences, consistent processes and stronger practice oversight help firms service more clients, strengthen their reputation and scale without sacrificing quality or control.
Watch
See Emeraude in action.
A walkthrough of the platform, from first contact through to ongoing review.
