ChronicleThe adviser platform. Ten modules, one client record.Live
CasebookCase management built for advice practices: every case type, every stage, one timeline the whole practice can see. A work queue that says what to do next, with the audit trail written as you go.Built
VerbatimMeeting capture summarised to your templates, with a live fact-find checklist.In build
PrologueFact find and the ideal-life questionnaire, completed by client or adviser.In build
ExcerptDocument extraction for ceding packs and bank statements.Built
CriticalCritical yield calculator for pension transfers. Upload the redacted scheme figures and get the yield, the assumptions and a clear pass or fail, ready for the file in minutes rather than an afternoon.Live
ParableCashflow modelling pre-filled from the fact find. The base plan exists before the meeting, so the conversation starts at the interesting part: retire earlier, sell a property, gift to the children.Live
TestamentWorks through the estate position and recommends which trusts fit.Built
EpilogueAdvice letters with every figure traceable to source. Suitability, transfer, trust and review letters drafted from the case facts in under a minute; the adviser reviews and approves, and nothing goes out the file cannot evidence.Live
SequelAnnual review engine: schedules, re-runs, records, issues the letter.In build
StorylineClient portal: timeline, document requests, forms and messaging on the same record.In build
Landlord MoneyBoxA landlord's financial health check, white-labelled for letting agents. Each property assessed on its own numbers, hold or sell, with a document vault the agent can see and an adviser a button away.Prototype
InSpotlightOnline visibility audit for advice practices.Prototype
Legacy Capital ManagementThe practice's own multi-page website.Live
LCM Client ToolClient project management with the eleven SJP product journeys built in.Live
LCM Case ManagerA queue of cases that only ever shows the next action.Live
Desk checklistsEnd to end process checklists for every SJP product line.Live
Landlord FinderFinds buy to let landlords and SPV directors by postcode from Companies House.Live
FlowscoreAffordability scoring from bank statement data.Prototype
Tax CalcA quick UK income tax and NI calculator.Prototype
Pension TrackerTracks personal pension pots and projections in one place.Prototype
Money QuestA money skills game, web and app versions.Prototype
Task CalendarA calendar that only shows what is due.Prototype
Ideas HubWhere every project on this page started as a note.Prototype
PortalFirst attempt at a client portal.Retired
Asset MapFirst draft of the cashflow modeller. The ideas and the better parts of the code were folded into Parable.Folded into Parable
01 / 06
