Aureli for financial advisers
See what your clients hold elsewhere.
Your clients track their whole financial position in Aureli. With their permission, you see it too: the pensions, ISAs and property outside your book, plus a dated record of every review for Consumer Duty.
Why advisers use it
The full picture, and a record that you saw it.
Find the money you don't manage.
Old workplace pensions, cash ISAs at other providers, a buy-to-let, the mortgage behind it. Clients add them in Aureli and they appear on your view, marked as held elsewhere.
- Held-away assets and debts shown alongside what you manage
- Valuations kept current by Aureli, not re-keyed at each review
- The client chooses what to share and can stop at any time
Evidence of the whole position, at every review.
Each review saves a dated snapshot of what the client owns and owes. You can show what you knew when you gave advice, and how their position has moved since.
- Dated snapshot of the whole position at each review
- Change since last review, by asset and debt
- Export for your client file
Aureli supports your Consumer Duty records. It does not replace your firm’s own processes, and Aureli does not give advice.
Managed by you
Not white label. Still Aureli, with your name on it.
Clients keep the app they know and trust. Your firm appears as the manager of their portfolio, so they always know who looks after them.
How it works
From first call to your first client.
- 01
Demo and requirements
Register interest below. We walk you through Aureli for advisers and learn how your firm runs reviews today.
- 02
Commercial terms and onboarding
We agree pricing and terms for your firm, then set up your firm name and logo and how clients are invited.
- 03
Invite clients
Clients accept in Aureli and choose what to share. Their portfolio then shows as managed by your firm.
Register interest
Join the adviser early access list.
We're onboarding a small group of UK advice firms first. Tell us about your firm and we'll get in touch to arrange a demo.