Stop chasing client information. Start every review ready.
Advisers lose around 40% of their time gathering client information. FamilySafe gives each client household a structured record you both work from, so reviews start ready and Consumer Duty is easy to evidence.
From 40% gathering to time advising.
The problem today
- Around 40% of adviser time spent chasing documents
- Fact-finds that stall waiting on client paperwork
- Consumer Duty outcomes that are hard to evidence
- Annual reviews that start from a cold position
With FamilySafe
- Clients maintain their own structured record
- Fact-finds accelerated by data already captured
- A clear trail to evidence Consumer Duty outcomes
- Reviews that begin with a complete, current picture
Made for adviser firms.
Shared client record
Clients keep their household record current. You see the financial section, with their permission.
Consumer Duty evidence
A clear record of what was shared and when, to support good-outcome evidence.
Faster fact-finds
Start each engagement from data the client has already organised, not a blank form.
“I used to lose whole days to chasing paperwork before a review. Now the client brings a complete record, and I spend the time advising.”
Built for how your profession works.
Financial advisers
Consumer Duty evidence, faster fact-finds, reviews that start ready.
ExploreSolicitors & estate planners
Earlier engagement, less gathering, Probate Advisor integration.
ExploreInsurance brokers
Renewal tracking, coverage-gap analysis and account growth.
ExploreAccountants
Less document chasing, complete records at year-end, MTD adjacent.
ExploreEmployee benefits
A differentiated wellbeing benefit with measurable uptake.
ExploreCare providers
Resident and family coordination with ACP and a strong data posture.
ExploreGive every review a running start.
Simple, capped commission rules, a charity option, and a model built around your clients, not a sales funnel.
FamilySafe supports professionals with client organisation tools. It does not provide regulated advice and does not change your regulatory obligations to your clients.