Built for advisers

Enhance efficiency with Multiply's AI tools. Market-proven and FCA-compliant, streamline admin tasks, meet Consumer Duty requirements, and grow your client base without increasing workload.

FCA authorised holistic advice engine

reduction in admin time

advice recommendations served to customers

Key benefits

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Streamline onboarding

Automate fact find and contact with clients, making it easier and faster to get clients started

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Automate note-taking

After a meeting our AI will update the client's information, generate a summary and list any further actions from conference calls, video files, audio files or typed notes

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One-click annual review letters

Easily generate annual review letters covering all compliance requirements

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Automated meeting prep

See all of your upcoming meetings and outstanding actions on your dashboard, where our AI will help generate pre-meeting notes and valuation reports

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Coming soon

Easy cashflow modelling

Illustrate the impact of external market conditions easily and interactively

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FAQs

No, our tools are designed to complement your role, automating routine tasks so you can focus on high-value client interactions.

By automating admin tasks and providing timely, personalised advice, you can improve client satisfaction and retention.

Our team is working on innovative AI solutions for converting speech to text, generating documents automatically, and more, aimed at improving your workflow efficiency.

The financial advice platform built for the modern world.

The next generation of financial advice

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Get clients ready, quicker

Simplify client onboarding processes, making it easier and faster to get clients started.

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Automate your back office

Save time with automated meeting transcriptions and follow-up communications.

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Streamline Annual Reviews with AI

Automate simple annual reviews and cut admin time by up to 80% for complex cases, improving client service without increasing your workload.

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Trusted and secure.

We work closely with each client to ensure that both their advice and our tech is risk-appropriate and compliant.

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Features

Launch

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White labelled

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Automated advice

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Select back-office integrations

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Voice transcription

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Document generation

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Document analysis

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Task generation

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Soft facts search

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Risk triage system

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Customer data analysis

Enterprise

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All Launch features

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Customisable client portals

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Hybrid advice capabilities

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Enhanced customer data analysis

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Custom CRM integrations

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Plan-based ongoing engagement

API

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Customisable for guidance or advice

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Built-in security

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