External Partners
Connect with external professionals using Emeraude, bringing client information, professional collaboration and implementation together for a more coordinated advice experience.
Connected Collaboration
Bring advisers and external specialists together around the same client outcome. When both parties use Emeraude, information, requests and actions can move through one connected environment, giving everyone greater visibility and making advice delivery more seamless.
Controlled Information Sharing
Share the client information and documents relevant to the work being completed without exposing the entire client record. Structured access helps each professional receive what they need while the advice practice maintains appropriate control, privacy and oversight.
Referrals & Professional Requests
Manage referrals, introductions and requests for specialist assistance as part of the client relationship. Record why the professional is involved, what information has been requested or provided and where the work sits through to completion.
Coordinated Implementation
Coordinate recommendations requiring accountants, solicitors, brokers or other specialists through clear actions and responsibilities. See what each party needs to complete, what has been actioned and what remains outstanding so implementation keeps moving.
Complete Professional Record
Keep external correspondence, documents, decisions and completed actions connected to the client’s advice history. Emeraude provides a clearer record of the professional work surrounding the client, improving continuity, accountability and visibility for everyone involved.