Solution introduction
Confidante is a secure cloud-based reporting and planning system for advisors and clients
Confidante saves time and money by automating routine tasks and self-servicing client queries and increases client engagement by giving a clear and complete view of their financial and tax position
Automated data integration
Connect directly to your data sources, automatically drawing in the latest information, conformed and normalised to enable accurate calculation and aggregation. No more manual data entry, multiple clicks or outdated information. Enrich existing workstreams or migrate old reporting methods to Confidante.
Customizable reports
Build tailored reports that meet the unique needs of your business. Prepare meeting packs and regulatory reports in seconds using one system.
Client portal
Provide your clients with a secure portal where they can view and edit, or simply view their financial data, track progress towards their goals, and download reports anytime, anywhere.
Performance and planning analytics
See a complete picture of a family’s wealth including every asset in any currency over any period: ‘slicing and dicing’ wealth in multiple ways. Visualise, track, and report gains, losses, liquidity, historic performance and more. Spotlight key financial decisions to help clients capitalise on opportunities.
Information repository
Collate data and files from disparate sources (contract notes, insurance valuations, prospectuses etc.) so that all information relevant to a client’s financial decision-making is held in the same place and easily retrievable.
