Is your advice firm ready for a reset?
Everything your firm knows. Connected.
Your firm already holds an enormous amount of knowledge about its clients, across meetings, documents, systems, processes and people. Afternoon brings it together and puts it to work.
Your firm knows more than its systems can show you
Afternoon changes that.
Client information is often spread across meeting notes, documents, platforms, inboxes and the knowledge held by individual members of the team.
That makes every piece of work harder than it needs to be. People search for information, repeat tasks and rebuild context that the firm already has.
It connects every client, conversation, document and process, then uses everything your firm knows to power what happens next.
It’s not just another place for information to sit. It’s how your firm puts that information to work.
One connected view of every client
Afternoon brings together the information your firm already holds, alongside live client and investment data.
Every new meeting, document and confirmed update adds to that shared client picture, so the information becomes richer and more useful over time.
Your firm’s knowledge, available to everyone
The best firms have their own ways of working, but too often that knowledge lives in people’s heads or is buried in process documents.
Afternoon can remember your firm’s preferences, templates and processes, helping your team apply them consistently across client work.
From information to action
Connected information is only useful if you can do something with it.
Use Afternoon to prepare for meetings, capture conversations, update client records, create follow-up work, produce documents and build suitability reports, all using the knowledge already held across your firm.
See what a better Afternoon looks like
Tell us a little about your firm and we’ll arrange a personalised walkthrough, focused on the client work and processes that matter most to you.