The product
Two sides of the same system.
Tandem is one platform with two faces: the adviser's dashboard, where the whole practice runs, and the client's portal, which reflects the same live data. Change one side and the other is already up to date.
For advisers · the dashboard
The whole practice, from one client record.
Your paraplanners and admin staff stop re-keying the same fact into three systems. Everything about a client lands in one place — and stays there.
Unified client record
One record per client, synced from your CRM and enriched automatically.
- ✓ Every email, inbound and outbound, matched to the client automatically.
- ✓ Every call transcribed and AI-summarised, with a one-click “add to CRM.”
- ✓ Every shared file from SharePoint and every Teams conversation.
- ✓ A full audit history of who did what, and when.
Eleanor Hartley — activity
AUTO-MATCHED“Reviewed drawdown timing; Eleanor wants to gift £6k to each grandchild this tax year.”
✦ AI summary + follow-up email draftedMatched to Eleanor — no manual filing.
Fact-find v3 · visible on the record.
Live portfolio data, not a snapshot
Valuations sync directly from the custody platform — no manual re-entry, no “as of last quarter.”
- ✓ Fund-level holdings, units, price and value.
- ✓ Asset allocation, mapped and always current.
- ✓ Value-over-time, ready to show a client without rebuilding a thing.
Live today with Transact. The architecture generalises to other custody platforms — ask us about yours.
The annual review pack builds itself
Progress review documents generate from live data — portfolio, risk profile, household, objectives — instead of a PowerPoint rebuilt from scratch every renewal.
- ✓ Pulls the current portfolio and allocation automatically.
- ✓ Reflects the household and stated objectives on file.
- ✓ AI drafting assistance for the narrative — you keep editorial control.
Summary
Portfolio position
Objectives & next steps
AI where it actually saves time
On the admin, never on the advice.
- ✓ Call transcription with an AI adviser summary from every recorded call.
- ✓ A client-ready follow-up email drafted automatically, ready to review and send.
- ✓ Drafting assistance for review documents — the boring bits, done first.
“AI that drafts the boring bits, not the advice.”
Call · 18 min
✦ AIFor clients · the portal
A portal clients actually open.
Show this to a prospective client and it makes the case for you. Genuinely usable, brandable to your firm, and installable as a real app — not a static document viewer nobody trusts.
Live, two-way, and always on.
- ✓ Portfolio — overview, value-over-time chart, fund-level holdings and asset allocation.
- ✓ Documents — the adviser shares, the client can send something back; each side notified by email and push.
- ✓ Income & Expenditure — always-on and client-editable, feeding a live source-of-truth document back to the adviser. No more fact-find links that go stale.
- ✓ Installable app — iOS and Android, with push notifications when something needs attention.
- ✓ Household visibility — an adviser can let one family member see a spouse's or child's portfolio. Directional, off by default, adviser-controlled.
Income & Expenditure Live
Brandable
Carries your firm's identity, not a vendor's. It reads as your app to the client.
Installable + push
Adds to the home screen as a real app and notifies clients only when something needs them.
Retention & referral
The client's experience is the lever. A portal they open is a relationship they keep.
Walk through it on a real workflow.
We'll show you both sides — the dashboard and the portal — on a live example, and answer the compliance questions your team will ask.