The FindeskCo adviser portal gives advisers real-time access to client portfolios, full-book visibility, market context, and AI tools that modernise how they work.
Book an Adviser Portal WalkthroughThe adviser portal is built around the reality of how advisers work — managing multiple clients, tracking position changes across a book, and needing clear, fast answers when clients call.
See at a glance which clients have holdings that have moved more than 3% today — across your entire client book, not just one account.
Monitor all client portfolios in aggregate — total book movement, largest positions, and concentration risk across the entire client base.
Access full trade history per client — buy and sell transactions, dates, quantities, and prices — for reporting, reviews, and compliance.
View CMA (Cash Management Account) balances and available cash per client — essential for margin and allocation planning.
Review dividend payment history per client — useful for income planning, tax reporting, and client review meetings.
FindeskCo includes AI-assisted tools designed to help advisers modernise how they work — improving the speed, consistency, and quality of their client interactions.
Ask questions about a client's specific portfolio and get immediate, data-grounded answers. What is the client's largest single holding? What has moved today? What options are expiring this week?
AI tools assist with information retrieval and workflow. They do not provide personalised financial advice.
Structured client notes, AI-assisted note drafting, client timelines, follow-up tasks, and audit-ready records — tools that reduce administrative burden and improve the quality of client documentation.
Learn about Adviser Workflow →Book a walkthrough of the adviser portal and we'll show you how FindeskCo works for your practice.
Book an Adviser Walkthrough