Financial Adviser Software Around the Review Calendar: CRM, Client Portal and Website

Mythex lets a financial advice practice build the pieces that keep ongoing service on time: a CRM built on review dates, a portal where clients upload statements before the meeting, booking with their own adviser, and a website that explains how you are paid. You describe the practice, check it in a live preview and publish it with login and a database.

Why reviews slip in an advice practice

Ongoing fees pay for an annual review, so the calendar that matters is review dates, not new enquiries. Each new client still needs fact-find, risk profile and a written recommendation, and those take the adviser's attention. Meanwhile last year's clients drift: the reminder sits in a spreadsheet, statements arrive at the meeting rather than before it, and nobody notices a review is three months late until the client asks what they are paying for. Planning and platform tools handle the numbers. The gap is ownership: every review, document and follow-up with a name and a date on it.

• Review date and frequency per client, with overdue flagged
• Households linking partners, children and trusts
• Referral source per client: accountant, solicitor, existing client
• Document checklists sent a month before the review
• Ongoing fees billed with the services they cover
• Meeting notes of what was recommended and agreed

What you can build for financial advisers

A CRM sorted by who is due a review

Store last review date, frequency and adviser for every client, and the app lists reviews due in the next 60 days and those already overdue. Households link partners and trusts, each referral is credited to its source, and notes record what was recommended and agreed at each meeting.

Build a CRM for our financial advice practice. Store clients in households with partners and trusts, each with an adviser, last review date and review frequency. Show reviews due in the next 60 days and overdue reviews, record referral source, and keep meeting notes of what was recommended and agreed.

A client portal for documents before the meeting

A month before the review, the client sees a checklist: pension statements, latest payslip, policy schedules. They upload against each item, read last year's review summary and the new recommendation report, and each partner can have separate access where both are clients.

Make a client portal for a financial adviser. Clients see a checklist of documents to upload before their next review, upload files against each item, and read their review summaries and recommendation reports. Partners in a household can each have their own login.

Booking with your own adviser

Free introductory calls and paid reviews are separate types. Existing clients only see their own adviser's diary, fact-finding meetings get longer slots, and joint meetings ask for both partners. Send the booking link two months before a review is due rather than waiting for the client.

Create booking for our advice firm: free 20-minute introductory calls, 90-minute fact-find meetings for new clients, and annual reviews where existing clients only see their own adviser's availability. Joint meetings should ask for both partners.

A website that explains the first meeting and the fee

Say how the adviser is paid, fixed fee or percentage, and who you work best with: retirees, business owners, families. Explain the first meeting, who pays for it, how long it takes and what to bring. Show the regulatory status and disclosures your rules require, and use an enquiry form that never asks for account numbers.

Build a website for my financial advice practice with a page explaining our fees, pages for retirement planning and business owners, an explanation of the free first meeting, a space for our regulatory disclosures, and an enquiry form asking about the client's situation but not account details.

Ongoing fees that show what they buy

Bill initial advice on completion of the recommendation and ongoing fees monthly, quarterly or yearly. Invoice by household with lines for each person. Every statement lists the services the ongoing fee covers, including the review meeting.

Build invoicing for a financial adviser with initial advice fees, ongoing fixed fees billed quarterly by household with a line per person, and a list of included services printed on every invoice.

Review completion by adviser

Show reviews completed against due this quarter for each adviser, new clients and referrals by source, recurring fee income over time, and clients still missing documents before their review. Planning software data can come in through a CSV export.

Make a dashboard for our advice firm showing reviews completed versus due this quarter by adviser, new clients by referral source per month, recurring fee income over 12 months, and clients with outstanding documents.

Compliance and client data

Many places treat marketing about investments or pensions as a financial promotion with its own rules, and require firms to show their regulatory status. Check website and landing page wording with your compliance support before publishing. Client statements and fact-finds are sensitive financial data: ask for login, per-client access checks and private file storage, and check the data protection rules where you operate.

• Get promotions approved before they go live
• Disclose any referral arrangements
• Keep uploads private to each client

From a spreadsheet of review dates to a CRM

Export your client list with last review date and adviser, and import it first. The overdue view usually shows a handful of clients nobody has seen in over a year; book those before anything else. Add the portal checklist for the next quarter's reviews, then the website and booking once the ongoing service is running on time.

Questions

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