Professions IFAs & wealth managers Being built with practices
Orderhatch Practice for IFAs and wealth managers
Annual reviews prepared, chased and recorded.
The problems we are building for
What gets in the way most often in IFAs and wealth managers.
- 1
A suitability report takes three hours and most of it is the same three hours.
- 2
Annual review season is a wall.
- 3
Evidencing Consumer Duty is a job nobody has time for.
Typical problems from our research with practices like yours. Not quotes from customers.
Available today
Home, documents, the client portal, fees and invoicing, reports, the knowledge base and Hatch work the same for every practice.
What we plan to build first
- Annual review pack generation
- Fact find digitisation from meeting notes
- Consumer Duty evidence logging against outcomes
- Client onboarding and document collection
Not available yet. Tell us what you need and we will build it with you.
Tell us what you needTell us how your practice works.
We would rather build it with you than guess. Speak to us by WhatsApp or email.