Add-Ons

Add-Ons are unique features that may be powered by external providers but are integrated fully into the Platform. You don’t need to set up or hold an account externally, simply activate the add-on within the platform. Some add-ons may have additional charges. Please see the Plans & Pricing page for further details.

FREE ADD-ON - POWERED BY A2RISK

Risk Profiling

A choice of A2Risk’s 5, 7, and 10 risk profiling questionnaires are available. You can choose to activate any one of the three based on your firm’s advice methodology.  A2Risk’s ATRQ tool is used by many Adviser firms and Institutions, including Royal London and Vanguard, amongst others.

FREE ADD-ON - POWERED BY NYLAS

Scheduling Meetings

Save time by connecting your calendar and sending a meeting booking link to clients. Clients can then choose the best time possible for them based on your availability. This add-on saves a lot of time instead of sending emails to and from to book one meeting.

CHARGES APPLY - POWERED BY EVERSIGN

E-Signatures

Create a better experience for your clients and manage the entire planning process digitally by using electronic signatures. The Platform provides an audit trail and centralised storage of all documents without manually uploading, and signing options by email or within the Client Portal itself.

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