Two products. One platform.

Pipeline and Clients are separate products you can use independently or together. Pick what fits your firm, and run it all from one connected system.

Pipeline

For firms focused on growth and new business. See where every lead stands, keep follow-ups on track, and make sure nothing slips through the cracks.

  • See your whole pipeline at a glance
  • Never miss a follow-up
  • Know what's converting and what's not
Learn more about Pipeline

Clients

For firms managing ongoing client relationships. Keep your client bank organised, stay on top of reviews, and build compliance into how you work.

  • Every client, from onboarding to annual review
  • Your audit trail builds itself
  • Work the way your firm works
Learn more about Clients

Built into every plan

You get these regardless of which product you choose.

Your data is protected

Encrypted, backed up, and hosted in the UK.

Your whole team, one system

Everyone works from the same information with the right level of access.

Documents tied to clients

Store files against client records so nothing gets lost in shared drives.

Designed for UK advice firms

Built around FCA-regulated workflows and how UK firms actually operate.

A clear record of everything

Key changes and actions are tracked automatically across the platform.

See how your firm is performing

Clear reporting on pipeline activity, client servicing, and team workload.

Learn more about security and compliance

See which plan fits your firm

Book a demo and we'll walk you through both options.

Book a demo