Your advisers should be giving financial advice,
not managing paperwork and review cycles
Annual reviews, fact-find updates, compliance documentation and client onboarding — your advisers are losing hours every week to process-heavy admin. We automate it so they spend their time where it matters: with clients.
Book Your Free Admin Audit →The admin that's limiting how many clients you can serve
📅 Annual review scheduling and prep
Identifying which clients are due a review, contacting them, scheduling appointments, sending pre-meeting fact-find updates — all done manually. Multiply this across your entire client bank and it consumes weeks of adviser time each year.
📋 Compliance documentation and suitability
Fact finds, suitability reports and compliance sign-offs are non-negotiable — but the process of collecting information, generating documents and chasing signatures is manual, slow and resource-heavy.
🔁 Client onboarding taking too long
New clients going through ID checks, risk profiling, letter of authority requests and platform setup — all coordinated by hand. A slow onboarding process creates doubt before you've even begun advising.
Before OwnYourTimeBack vs. After
❌ Before
- Advisers manually identifying and contacting review-due clients
- Fact-find updates sent and chased by email
- Onboarding documents coordinated by hand across multiple platforms
- New enquiries waiting days for an initial response
- Client capacity capped by admin workload, not adviser skill
✅ After
- Review sequences triggered automatically based on client anniversary dates
- Pre-meeting fact-find updates sent and completed digitally before the call
- Onboarding workflows run automatically from day one
- Every new enquiry acknowledged instantly with next steps
- Advisers serve more clients without working longer hours
Financial advisers increase their client capacity by 25% without adding headcount
The same team. More clients served. Better compliance. And advisers who actually enjoy their work again.
Book Your Free Audit — It's 30 Minutes →