Financial planning and client platform
One place for the work, and one front door for the client.
Alchemi connects the client relationship, the financial plan, the policies, the meetings and the workflow that sit behind good advice — so the team spends its time on the part that needs judgement, and the client can see where they stand without having to ask.
No password. We email you a short code.
If you are a client
Where you stand
Your pensions, investments and cover in one place, each figure carrying the date it was last updated. A number that has gone stale says so rather than pretending to be today's.
Without asking
Your documents, your meetings and anything we need from you, available when it suits you rather than when it suits office hours.
Your information, once
Change what has moved on instead of filling in a fresh fact-find every year. We keep what was there before, so the record of what we knew when we advised you stays intact.
If you are on the team
One record, two experiences
The client and the adviser see the same underlying record at very different depths. Nothing is kept in step by hand.
Management information falls out of the work
Assets, fees, pipeline, review coverage and client-care coverage are derived from the client work itself rather than maintained in a spreadsheet beside it.
Evidence, not recollection
Advice is given against a point-in-time record that is frozen when it is relied upon and can never be edited afterwards.