Back-office automation for financial advice firms
The back office, quietly done.
Fact finds, risk questionnaires, e-signatures and compliance file notes captured in the meeting and filed to your back-office system before you have left the client’s house.
For IFAs, mortgage brokers, accountants and financial advice firms of any size. Built in Kent, and in daily use inside an FCA-regulated advice firm.
Captured once
The client completes the risk questionnaire and signs on screen. The fact find pre-fills from what you already hold, so the meeting confirms and updates rather than starting blank.
Filed as it happens
Signed records go to the client’s own secure app, the evidence to your back-office system, and the compliance file note writes itself from what happened in the room, with follow-up reminders in your diary.
Never a false “saved”
Every screen waits for the server to confirm the record exists before it says so. Lose signal in a living room and everything stays on the device until the connection returns.
One screen per client, every job in the meeting
- Risk questionnaire with capacity for loss, attested on screen and filed with a hash-verified certificate
- Full fact find, joint capture for couples, typed dates, income and expenditure with live figures
- Documents read and signed in the meeting, filed to the client’s vault and your back office
- ID and verification captured on the phone as AML evidence
- Meeting file note generated from the session, with actions and calendar reminders
- Client view: exactly what the client sees in their own app, so you are never looking at different numbers
Works with Intelliflo Office today. Other back-office systems on request.
Tell us about your firm
A short reply within one working day from the founder, not a sales team. No mailing list.
Screenshots show a demonstration client with synthetic data. Aegis AI Systems is not a financial adviser and does not provide financial advice.