Empowering
Financial Advisors
Advisor Workbench does the heavy lifting getting you to the high-value analysis rapidly so you can give the best possible advice at speed
Realtime Tax Analysis and Financial Insights
Quick Factfind Input
Streamlined Interactive Cashflow & Balance Sheets
Rapid What-if Planning
<1 Min Setup
Secure Data
The Ultimate Advisor Toolkit
We get Financial Advice. We've been doing it for a long time and understand the headaches of endless spreadsheets, poorly designed calculators and repetitive number-crunching. That's why we created Advisor Workbench.
We've distilled our years of experience into one easy-to-use workbench of tools.
Picture of us
With Advisor Workbench you input your client's data fast and get real-time detailed output of their Tax position, Allowances and more, in one streamlined workflow.
<1 Min Setup
Secure Data
Key Features
Client Fact-find Data Input
Quick And Easy Client Data Input
Input Client details, Income, Spending, Saving, Assets and Liabilities rapidly and view the data in easy-to-digest Cash Flow and Balance Sheet views.
Real-time Analysis
Gain Immediate Feedback And Analysis From Client Data
Detailed Tax Analysis, Allowances and Financial Overview views are updated in real-time as client data is added, doing the heavy-lifting and number crunching without you lifting a finger.
What-if Planning
Play With Clients Data To Optimise Their Portfolio
Clone client data with ease, perform optimisations to improve their Tax position and see real-time comparisons to make optimisation simple and straight-forward. See before and after positions to verify your thinking.
Output Analysis
Export Analysis Quickly and Easily
All the Analysis output is easily exportable as PDFs or spreadsheets for you to share with Clients, perform your own follow-on analysis or save to compliance platforms as an advice event.
Client Testimonials
See What Our Users Say
Our users love Advisor Workbench! Here are some testimonials from satisfied financial advisors who have experienced incredible results and positive changes in their client advisory journey.
John Smith
Advisor Workbench has completely transformed my client portfolio analysis. The personalized reports and investment tracking have helped me provide exceptional service to my clients.
Hargreaves Lansdown Advisor, Bristol
Emily Davis
As a busy financial advisor, Advisor Workbench has made it convenient for me to stay proactive and informed. The variety of analysis tools and the easy-to-use interface make financial advisory enjoyable and efficient.
Partner Advisor, Manchester
Michael Brown
I have used many financial analysis tools, but Advisor Workbench stands out for its user-friendly design and effective client portfolio management. The support and actionable insights keep me motivated to provide exceptional service to my clients.
Independent Advisor, London
FAQs
Explore common questions about Advisor Workbench to get a better understanding of how Advisor Workbench can benefit your financial advisory journey.
Question:
How do I get started with Advisor Workbench?
Answer:
To begin using Advisor Workbench, simply sign up for a free account, and start exploring the various features and financial analysis tools available.
Question:
Is Advisor Workbench suitable for all types of financial advisory services?
Answer:
Yes, Advisor Workbench caters to various types of financial advisory services. Whether you specialise in wealth management, retirement planning, or investment advisory, our tool offers customisable solutions to meet your specific needs and client requirements.