Tika for financial advisers

One technology partnership. Three ways to create value.

New revenue for your network, a stronger adviser community and lower operating costs.

White-label client appAdviser network platformBespoke AI

Three ways to create value

Pick one or combine them. Each one is built around your network and your clients.

New revenue and greater client retention

Give advisers their own branded app where clients can manage financial products, insurance, mortgages and everyday life admin.
Direct client communication, automated renewal reminders, annual reviews and document collection.
Create opportunities for additional recurring income through insurance renewals and other financial products, subject to the appropriate regulatory arrangements.
Strengthen adviser-client relationships and increase lifetime value.

Your firm3

Insurance renewal due in 30 daysReminder sent to Alex

Annual review bookedThursday, 10:00

Documents collected3 of 3 received

New recurring revenue for the network

Centralise compliance communications, document distribution and regulatory updates.
Provide adviser firms with automated payroll, HR, employee benefits and unlimited training and development.
Create a scalable recurring revenue stream for the network while increasing the value of membership.

Network updateNew compliance guidance

Firm A

Firm B

Firm C

Firm D

Firm E

Firm F

48of 48 firms confirmed

Reduce operating costs

Identify and automate repetitive compliance and administrative processes.
Improve reporting, onboarding and document management.
Reduce manual workloads and increase capacity without proportionately increasing headcount.

Compliance file checksManualAutomated

Onboarding formsManualAutomated

Document filingManualAutomated

Monthly reportingManualAutomated

Manual workload

35%

New revenue, a stronger adviser network and better operational efficiency, all through one technology partnership.

Tell us about your network, or book a walkthrough.

Or email james@tika-app.com