Less admin. More time with clients.
Advisers shouldn't spend their day chasing documents, re-keying data, updating spreadsheets and searching through email. AdviserTech.app brings clients, cases, communications and workflows together — so advisers can spend more time advising.
One client. One record.
From the first enquiry onwards, AdviserTech.app creates one connected customer record. Contact details, companies, properties, funding, existing borrowing, documents, emails, appointments, applications, advice, introducers and tasks — everything connected.
The complete adviser journey.
Lead
Capture and qualify enquiries.
Onboard
Digital onboarding, identity and consent.
Fact Find
Dynamic fact finds based on the client's requirements.
Documents
Request exactly what is needed.
Research
Connect relevant product and lender information.
Recommendation
Record reasoning and recommendations.
Application
Manage submission and outstanding requirements.
Completion
Track milestones through completion.
Relationship
Remain connected after the transaction.
Adviser AI that answers from your CRM.
Ask a question in plain English and get an answer from the actual customer record.
- What is outstanding on the Cohen case?
- Summarise this client's requirements
- Draft an email requesting the remaining documents
- Which cases haven't been updated in seven days?
- Prepare me for my 2 PM client call
- Which introducers haven't sent business recently?
AdviserTech.app specification
Part of LendTech® Group
AdviserTech.app
Less admin. More time with clients.