Why Emeraude
Built for the way financial advice actually works.
Financial advice is complex. Client needs evolve, strategies change over time, compliance obligations extend across every stage, and information must move seamlessly between advisers, support teams and systems.
Emeraude has been designed around that reality.
Rather than forcing practices to work around disconnected systems and rigid processes, Emeraude brings structure, intelligence and consistency to the entire advice process. It helps practices work more efficiently, maintain greater oversight and scale with confidence without compromising advice quality, compliance or the client experience.
Complete Advice Operating System
A single system brings together everything a financial advice practice needs to operate, manage clients and deliver advice in one connected environment.
Built-in workflows help advisers and support teams complete work quickly, consistently and to a high standard. Client management, appointments, tasks, tax calculations, analysis, compliance, advice preparation and practice management all sit within the same system, reducing the need to move between disconnected applications.
One platform. One connected advice process. Emeraude.
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.
Drives Efficiency
Improve efficiency everywhere across the entire advice practice, from advisers and paraplanners through to customer service officers and practice management.
Built-in regulatory and compliance workflows remove unnecessary steps, capture information as work is completed and reduce the need to move between separate applications. Meeting notes, compliance records and client communications are captured in real time, client letters can be produced during the data collection process, and Statements of Advice can be generated once analysis and recommendations are complete.
Client information is captured once and used throughout the platform, reducing re-keying, duplication and the risk of inconsistent data while helping teams complete work faster, more accurately and with greater consistency.
Engages customers
Designed to be used with clients, whether face-to-face or by video. Its modern, intuitive interface supports more engaging advice conversations, allowing advisers to capture information, explore strategies and demonstrate the impact of their advice with clients in real time.
Accelerate document and report preparation, allowing key outputs to be produced quickly during or immediately after a meeting, helping advisers deliver a more responsive and seamless client experience.
Integrated Records
Built-in reporting and compliance tools help advisers, paraplanners and customer support complete, capture and maintain the records required throughout the advice process.
Meeting notes, correspondence, analysis and supporting records are captured as work is completed and stored against the client, reducing reliance on separate applications and databases. Compliance reports can be generated automatically, while reminders and monitoring help ensure important obligations are completed when required.
This includes:
- Automatic capture of meeting notes and supporting records
- Automatic generation of compliance reports
- Centralised storage of client correspondence and analysis
- Compliance tasks, reminders and ongoing monitoring
- Clear client records organised by advice period
Scalable Growth
Making better use of people and their skills creates greater capacity across the practice. Advisers, paraplanners and support teams can spend less time on repetitive administration and more time focused on clients, strategy and higher-value work.
This allows the same team to service more clients without compromising quality, helping improve productivity, profitability and the overall client experience.
Built-in practice management tools also give business owners greater visibility across workloads, tasks, client activity and team performance, making it easier to understand what is happening across the practice and where attention is required.
Secure and Privacy Focused
Financial advice practices hold highly sensitive client information and face significant obligations around privacy, security and data protection.
Emeraude is designed with those responsibilities in mind, using secure hosting, controlled access and robust data protection processes to help practices protect client information and support compliance with Australian privacy and security requirements.