Annual reviews

Hyper-efficient annual reviews

Use Multiply to automate annual reviews and deliver real-time insights.

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How Multiply solves this use case

Multiply automates annual reviews, reducing admin time and ensuring compliance. Real-time insights help advisers identify opportunities, increase profitability, and focus on nurturing client relationships.

Screenshot of a task management interface with a heading 'My tasks'. A list of tasks assigned to Martin Cliff is displayed, with status labels such as 'Overdue', 'Due today', and specific due dates like 06/03/25 and 10/03/25. The background features an orange gradient.

"This partnership is pivotal in realising our expansion goals, empowering us to deliver top-tier, efficient advice to a wider range of clients."

Helen Lovett, COO, Foster Denovo
Screenshot of a financial dashboard. The date is displayed as 'Today, 24 June,' with a greeting that reads, 'Good morning, Martin. It’s 12°C and mostly rainy in Oxford today.' Below are sections for 'Clients,' 'Tasks,' and 'Multiply Copilot,' with placeholder content. A sidebar on the left features icons for navigation.

End-to-end reviews

Automate the entire review process, from data collection to compliance checks, ensuring accurate, efficient client reviews.

Screenshot of a task confirmation window. The task is labeled 'Pending task' and asks to 'Confirm updated facts for John & Penny Smith'. Assigned to Martin Cliff, the task is due on 4 April at 4:00 PM. A blue button labeled 'Confirm client updates' is visible, with a note indicating this will update Intelliflo. The background has an orange gradient.

Increase the profitability of reviews

Detect fact-find changes and uncover new opportunities, maximising revenue and client lifetime value from each review.

Screenshot of a financial chat interface. A message at 08:20 AM states, 'So I think we’ll need about £45,000 for the deposit and fees.' Below, an AI-generated suggestion reads, 'Change suggested from transcript: Add homebuying goal,' with 'Accept' and 'Reject' buttons.

Advisers get back to what they do best

Automate admin tasks, freeing up advisers to focus on client meetings, relationship-building, and strategic advice.

Features

Client portal
Secure platform for client planning and communication.
Adviser portal
Central hub for managing clients and insights.
Advice engine
Automated, compliant financial advice generation.
Risk engine
Dynamic risk assessment and compliance management.
Doc generation
Instant compliant documents to save admin time.
AI agents
AI-powered client interactions and personalised support.

Ready to deliver annual reviews at scale?

Multiply is helping transform the way top firms give financial advice. To join them, visit our contact page to get in touch.