FCA-ready. Zero configuration. AI that generates suitability reports, annual reviews, and compliance evidence in seconds — not hours. Go live in a day.
The Real Problem
It's surviving the mountain of FCA paperwork.
4+ hours per report. Paraplanners stretched. Clients waiting weeks for advice delivery.
Missed deadlines, compliance gaps, and the constant pressure of FCA enforcement.
Quarterly board reports requiring manual data gathering. Days of work, every quarter.
CRM, documents, tasks, compliance — scattered across 6+ disconnected tools.
Platform Capabilities
Generate FCA-compliant COBS 9A suitability letters in under 60 seconds. Review, personalise, and send without leaving the platform. What took 4 hours now takes 1 minute.
Auto-generate FCA Consumer Duty board reports from live data. Vulnerability tracking, outcome evidence, and complaints register — all built in.
Automated scheduling, prep briefs, and compliance evidence capture. Never miss a review deadline again.
Full client records with AUM tracking, risk profiling, KYC/AML, household linking, and complete activity timelines.
Secure document storage with SignWell e-signature integration. Fee agreements signed digitally in minutes, not weeks.
Track fee agreements, generate invoices, monitor AUM revenue, and reconcile fee collection — all in one view.
Paste rough notes or a transcript. Get structured summaries with action points, concerns raised, and follow-up tasks automatically.
A secure branded portal where clients can upload documents, complete fact finds, and track their financial journey.
The Cost of Doing Nothing
Without ClientFlow
wasted every month on admin
You save
every month
saved every year
ClientFlow pays for itself in days, not months.
With ClientFlow
equivalent admin cost
Pricing Philosophy
Traditional SaaS charges per seat, then charges again for implementation, then for support. We don't. You pay for outcomes — not headcount. Your whole team, one flat price.
View pricing plansInvite your whole team. Paraplanners, admins, advisers — unlimited seats.
Zero implementation fees, no consultants, no configuration projects. Just log in.
One monthly price. No hidden overage charges. Cancel anytime — no lock-in.
How AI Works Here
ClientFlow's AI doesn't replace professional judgement. It removes the hours of administrative work so advisers can focus on what they do best — advising.
Adviser captures rough notes or imports a transcript during or after the client meeting.
ClientFlow's AI analyses the notes, extracts key information, and structures the content.
A complete, FCA-compliant suitability report is generated in under 60 seconds.
Adviser reviews, edits where needed, and applies their firm branding.
The document is sent to the client directly from the platform. Compliance evidence logged automatically.
Security & Compliance
AES-256 encryption at rest and in transit. Your clients' data is protected to the highest standard.
100% UK data residency. Your client data never leaves British soil. Full GDPR and UK GDPR compliance.
Every workflow is designed with FCA oversight in mind. Suitability, Consumer Duty, vulnerability — all built in.
Every action, every document, every AI output is logged with timestamps. Complete audit trail for regulatory review.
Granular permissions for advisers, paraplanners, and admins. No one sees what they shouldn't.
Your clients trust you with their financial future. We take that responsibility seriously.
Join the free beta pilot. We'll personally onboard your firm, configure your workflows, and show you exactly how much time you'll save. No commitment required.
No credit card · No commitment · Set up in hours
Overcoming Regulatory Fears