Multiply: Helping financial advisers do more, faster

At Multiply, we believe financial advisers should spend more time with clients, not buried under admin tasks. That’s why we’ve built tools to help firms like yours enhance efficiency, streamline workflows, and deliver personalised advice at scale—all while staying compliant.

Here’s how Multiply can help:

1. Scalable advice with our Algorithmic Advice engine

Our platform enables firms to deliver personalised recommendations across 11 key financial areas, from retirement planning to protection. The advice engine is configurable to reflect your firm's principles and ensures every recommendation is both compliant and tailored.

2. Adviser Plus: Automating the admin

We know how much time gets spent on manual tasks. That’s why Adviser Plus automates processes like:

• Generating review letters and suitability reports.
• Transcribing meeting notes.
• Managing workflows to help advisers stay focused on their clients.

Advisers save up to 80% of their time—time they can use to build stronger client relationships.

3. Dynamic client journeys

Multiply supports both digital and hybrid advice models, offering:

• Seamless onboarding: Mobile-friendly fact-finding and KYC to reduce drop-offs.
• Adaptive plans: Financial plans that evolve with client needs and market changes.
• Proactive engagement: Regular updates and insights to keep clients on track.

Why Multiply?

• Proven results: Delivered over 1 million recommendations to over 20,000 households.
• Regulatory expertise: Been directly authorised and through the FCA sandbox.
• Rapid deployment: Modular solutions deployed in as little as 4 weeks.

Curious? Let’s talk

If you’re looking to save time, enhance client experiences, and scale your advice offering, let’s chat! We’d love to explore how Multiply can support your firm’s goals.