Book a demo

See Tandem on a real workflow.

No slide deck. We'll walk you through both sides — the adviser dashboard and the client portal — on a live example, and answer the compliance questions your team will ask.

Tell us your setup

Team size, rough client count, and the platforms you run today.

We tailor the walkthrough

Roughly 30 minutes, focused on your actual workflow — not a generic tour.

You get a real number

Pricing for a firm your shape, and honest answers on anything we don't yet do.

Prefer email? Write to us directly at dan@dsbusinesshub.co.uk.

Thanks — that's in.
We'll be in touch within one working day to set up your walkthrough. If it's urgent, email dan@dsbusinesshub.co.uk.

First name

Last name

Firm name

Work email

Number of advisers

Custody platform (optional)

Anything you'd like to focus on? (optional)

By submitting, you agree to be contacted about your demo request. We won't add you to a mailing list. This form is a front-end demo and isn't yet wired to a backend — the email link above always works.

Common questions

Before you book

Is this the real product, or a prototype?▾

It's real and running in production inside a working advice firm today. Every feature shown on this site exists and works — nothing here is aspirational.

Which platforms do you integrate with?▾

Live today with Transact for portfolio data, Monday.com as CRM, and Microsoft 365 (email, SharePoint, Teams). The architecture generalises — tell us your stack and we'll be straight with you about what's supported now versus on the roadmap.

How does pricing work?▾

Priced per firm after a short conversation about your size and setup. We're finalising the published structure — see the Pricing page for how we think about it, and we'll give you a real number on the call.

Can my compliance officer join?▾

Please bring them. We built Tandem under the same FCA accountability you carry and we expect the hard questions on data handling. Start with the Security page.