The operating system for a financial advice practice.
The adviser's daily workflow and the client's own portal, kept permanently in sync. One record, one source of truth — instead of re-keying the same client fact into five different tools.
For independent advice firms of 2–50 advisers. UK-built.
Client overview
SYNCED · 2 min agoDiscussed drawdown timing and gifting to grandchildren.
✦ AI summary ready · add to CRMMatched to Eleanor automatically. Reply drafted.
Client notified by email + push.
Descriptive of how Tandem is built — not pilot performance metrics. We'll publish measured results once they're verified.
What Tandem does
Everything about a client. One screen. Not five tabs.
Four things every advice firm is currently gluing together by hand — unified into one system that keeps the adviser and the client on the same page.
Unified client record
One record per client, synced from your CRM and enriched automatically: every email matched to the client, every call transcribed and AI-summarised, every shared file and Teams thread, and a full audit history of who did what, when.
“Everything about a client. One screen.”
Live portfolio data, not a snapshot
Valuations sync directly from the custody platform — fund-level holdings, units, price, value and asset allocation. No manual re-entry, no “as of last quarter.”
“Valuations that are actually current.”
A portal clients actually open
A genuinely usable, brandable, installable app. Portfolio overview and holdings, two-way documents, always-on income & expenditure, push notifications, and adviser-controlled household visibility.
“A portal clients actually open.”
AI that drafts the boring bits
Call transcription with an AI adviser summary and a client-ready follow-up email from every recorded call, plus drafting assistance for review documents. AI on the admin — never on the advice.
“AI that drafts the boring bits, not the advice.”
For your clients
The part your clients see — and trust.
Show a prospective client the portal and it sells the relationship for you. It's not a static document viewer; it's a live app that stays in step with the advice.
- ✓ Portfolio overview, value-over-time and fund-level holdings, always current.
- ✓ Documents flow both ways — the adviser shares, the client sends back, each side notified by email and push.
- ✓ Always-on income & expenditure the client can edit, feeding a live source-of-truth document back to the adviser.
- ✓ Installable as a real iOS/Android app, with push when something needs attention.
- ✓ Household visibility — opt-in, directional, off by default, controlled entirely by the adviser.
Documents 1 new
Where it fits
You already have tools. Tandem replaces the gluing between them.
The wedge isn't “you have no CRM” — it's how much manual re-keying, chasing and rebuilding your team does between the systems you already run.
| Generic CRM (bent to fit advice) |
White-label portal (portal only) |
Tandem | |
|---|---|---|---|
| Built for advice-firm workflows | Bent to fit | N/A | Natively |
| Live portfolio data | No | Sometimes, read-only | Synced from platform |
| Two-way client relationship | No | One-way | Two-way |
| AI-assisted admin | No | No | Yes |
| Household visibility control | No | No | Per-direction |
| Installable app + push | No | Rarely | Yes |
Security & access control
Built with the access-control discipline financial data requires.
You're personally accountable for how client data is handled. Tandem is architected around that reality.
- ✓ Every client session is scoped server-side — a client can never reach another client's data, enforced independently of the UI.
- ✓ Household visibility is opt-in and directional, controlled entirely by the adviser.
- ✓ Full audit log of every login, document access and data change, with real actor identity.
- ✓ Private backend network — the data layer has no public internet exposure.
Access & audit
LIVEActor: Eleanor Hartley (client) · session scoped to household 4821
James → Eleanor, one-direction · set by A. Okafor (adviser)
Verified session · device registered · IP recorded
Illustrative. Every actor is named — never “anonymous.”
See it on your own client data.
A short walkthrough with the team that built Tandem inside a working advice firm. No slide deck — the actual product, on a real workflow.