Live Conferencing Module
Enabled real-time video consultations between clients and certified financial experts, allowing advisors and clients to review financial models together inside the platform.
Financial Advisory Platform Achieves 71% Faster Consultations For Certified Advisors and Clients with Live Video & Finance Tools
Financial planning across real estate, mortgages, pensions, and tax optimisation normally means several advisors, several tools, and no single view. We built a platform that brings certified advisors and clients into live video consultation, with interactive tax and pension modelling, property investment comparison, and reporting dashboards in the same system. Clients can model a scenario and discuss it with an advisor in the same session rather than exchanging spreadsheets between meetings.
Client Overview
A multi-discipline financial advisory platform in the Fintech / Real Estate space, bringing real estate, mortgage, pension planning, and tax optimisation into one system. The platform supports live advisor consultations, interactive financial modelling, property and investment discovery, and continuous client reporting. Geography, company size, platform scale, regulatory regimes, and engagement duration were not provided in the source and should be confirmed before publication. Tech stack: React.js, JavaScript, Redux.
Customer Quote
"What did a client consultation involve before the platform - how many meetings and how many documents?"
Before the platform, a client’s financial planning meant moving between different advisors, documents, and spreadsheets. One decision could involve property, mortgages, pensions, and tax, but the full picture only came together across separate conversations. Now, clients can model scenarios themselves and sit with a certified advisor in the same platform, looking at the numbers together in real time. Instead of spending consultations gathering information and going back and forth afterward, advisors can focus on the decisions that matter. It has made the process faster, more connected, and much easier for clients to understand.
The Challenge
Personal financial planning is fragmented across professionals, making it difficult to understand how decisions affect taxes, property, and pensions. The platform needed accurate financial modelling, jurisdiction-aware compliance, reliable video, and simple scenario planning.
Fragmented Advice Across Multiple Disciplines
Clients often had to coordinate separate advisors across real estate, mortgages, pensions, and tax. Each advisor held only part of the financial picture, making cross-discipline effects difficult to evaluate together.
Slow Scenario Modelling
Modelling a financial scenario could involve requesting an advisor's analysis, waiting for a spreadsheet, reviewing it, and sending follow-up questions. This created delays in a process where tax credits and reliefs may be time-sensitive.
Reliable Live Advisory Sessions
Live video needed to remain stable during confidential financial consultations and screen-shared financial discussions. The advisory experience could not depend on a separate consumer video tool.
Financial Calculations Had to Be Accurate
Tax and pension models needed reliable calculations because clients may act on the results. The platform therefore had to make assumptions and outputs clear rather than presenting approximate financial guidance as certainty.
Financial Regulation Is Jurisdictional
Financial advice is regulated differently across markets. A platform serving clients across borders needs an architecture that can accommodate the relevant regulatory requirements rather than assuming one universal rule set.
Complex Planning Needed to Be Easy to Understand
The interface had to simplify financial planning without hiding the assumptions behind the results. Clients needed clear modelling and visualisation while advisors remained responsible for professional judgement.
What We Built
We built a multi-discipline financial advisory platform connecting clients with certified advisors while centralizing financial modelling, visualization, property analysis, and reporting in one workflow. The platform supports advisors with technology while keeping certified experts involved in the advice process.
Financial Recommendation Engine
Produced personalized insights across real estate investment, mortgages, and tax-saving strategies using the client's broader financial position.
Compliance and Data Security Framework
Implemented encryption and compliance protocols covering data integrity and regulatory requirements. Specific standards and jurisdictions should be confirmed before publication.
Tax and Pension Optimisation Tools
Provided interactive calculators and visualisations that let clients model, simulate, and compare outcomes before or during advisor consultations.
Property and Investment Discovery
Enabled clients to explore property options, evaluate ownership structures, and compare investment performance while connecting property decisions with relevant tax and pension considerations.
Insights Dashboard
Provided reports, trend charts, and progress metrics so clients could maintain a continuous view of their financial position rather than relying only on meeting-day snapshots.
Results
Clients have secured millions of dollars in tax credits through the platform, while the consultation process became 71% faster. Four advisory disciplines now sit in one system, enabling cross-discipline decisions to be considered together. Interactive scenario modelling and live advisor sessions reduce spreadsheet-based back-and-forth, while the dashboard provides continuous client visibility.
| Before | After | |
|---|---|---|
| Advisory Disciplines | Separate advisors, separate tools | Four in one platform |
| Scenario Modelling | Request, wait for spreadsheet | Interactive, self-service |
| Consultations | Scheduled offline calls | Live in-platform video |
| Client Visibility | Snapshot at each meeting | Continuous dashboard |
| Cross-Discipline Effects | Invisible until after the fact | Modelled together |
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