Adviser
Manage clients, develop advice and progress every stage of the advice process from one connected environment.
Dashboard
Get a clear view of each day. See what needs your attention and what opportunities require action. Bring together tasks, appointments, client activity, key financial information and outstanding actions so advisers can prioritise quickly, prepare efficiently and stay focused on servicing and growing their client base.
Client Administration
Keep client administration simple and up to date. Manage administration and all communications without leaving the client record, with key interactions captured as part of the client history so advisers spend less time on administration and more time servicing clients and growing their business.
Fact Find
Build a complete client Fact Find quickly, with structured data capture across individuals and entities in one connected view. As information is entered, Emeraude performs immediate calculations and produces live summaries, giving advisers an up-to-date view of the client’s position and helping them identify needs and advice opportunities sooner.
Records & Analysis
Complete the engagement and scaled advice process efficiently, with key decisions and client interactions automatically captured into the advice record. Move seamlessly into analysis with the scope, notes and supporting information already in place, helping advisers work faster, maintain stronger records and progress advice without unnecessary administration.
Strategy Development
Quickly turn client discussions into possible advice strategies and next steps. Build instructions around the client’s goals and current position, then communicate those instructions clearly so advice can progress efficiently and both clients and support teams know what happens next.