Built for clients

Our platform is built and optimised to guide your clients through the financial advice process efficiently. By conducting continuous user testing, we ensure that the client experience is simple and informative.

Process

Key benefits

Personalised, holistic advice

Continuous, adaptive advice across 12 key areas to meet every client's needs.

Guided experience

Our AI-powered fact-find lets users speak to us in their own words.

Regulatory assurance

First FCA-approved advice and risk engine, providing clients with the reassurance they need for their finances.

The areas we cover

Plans are holistic and cover areas such as:

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Paying off debts

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Building an emergency fund

savings

Short-term goals

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Homebuying

psychiatry

Investing

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Pension accumulation

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Pension de-accumulation

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Life protection

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Income protection

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Simple estate planning

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At-retirement

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In-retirement

Real-world impact

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Irish Life integrated Multiply's AI-driven advice engine. Through continuous user testing and iterative improvements, they achieved incredible results:

plans generated

increase in appointment bookings

months to go live

FAQs

Our scalable AI-driven platform automates many processes that would otherwise be too time-consuming or costly, making it viable to provide high-quality financial advice to clients from all financial backgrounds.

Our platform and processes were successfully tested in the FCA’s regulatory sandbox, which ensured adherence to regulatory standards. By working with our partner firms, we continue to ensure our platform meets these standards.

Multiply is dedicated to ensuring that your business meets Consumer Duty requirements effectively. Our advanced AI-powered solutions document all client interactions, capturing every detail of conversations and generating concise summaries. These records are automatically saved in the client file, ensuring you have complete and accurate documentation readily available for compliance purposes. This not only supports regulatory requirements but also enhances transparency and trust in your advisory services.

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

Stay up to date

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