Financial advisors today face an unprecedented threat to their business. This is driven by higher client expectations that have arisen from the digitalization of financial advice, and the increasing personalization and engagement in other spheres of their lives. The common theme is a lack of information and not enough follow-on engagement. This has caused clients to look for alternatives, searching for ways to replace or cut out the financial advisor with lower fee options and quicker more efficient processes. Our solution empowers the financial advisor – improving the quality, value and speed to access key data in turn enriching the level of advice and service they can provide. Through automation, aggregation and synthesis of data our solutions allow financial advisers to deliver a personalized and differentiated service.