Annual Reviews

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Digital
Annual Reviews

Transforming ongoing advice with automation and AI assistance.

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Digital client onboarding for 1,000+
forward thinking advisers

Advice made Easy

Digital Annual Reviews optimize the advice process using automation and AI, increasing efficiency, accuracy and regulatory compliance.

Client online review portal

Designed for advisers seeking improved efficiency and compliance, Pre-Meet webforms enable clients to complete annual reviews independently.

The service provides a low touch, user-friendly experience, that saves time and ensures regulatory compliance.

AI-Assisted Advice Meetings

Scribe, the AI adviser assistant, takes meeting notes, captures follow-up actions, and generates client review letters. It handles the admin so advisers can focus on advice and client relationships.

Regulatory Peace of mind

Scribe assists advisers in meeting their regulatory requirements. Its built-in auditing mechanism aids in fulfilling the stringent demands of Consumer Duty.

Digital Clipboard's Smart Annual Review feature has been a game-changer for our firm.

We've seen a remarkable improvement in efficiency, and our clients appreciate the streamlined digital interactions. Regulatory compliance is no longer a concern, thanks to the automated audit trail. Truly, an indispensable tool in our operations.

Ewan Dowes

Dowes Wealth Management

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Get in touch to discuss your needs and how we can help.

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