Completing the financial picture
Confidante gathers and conforms information from multiple sources to create a clear and comprehensive view of your client’s financial past, present and future.
Confidante removes the drudgery of recurring, protracted, dull and error-prone processes to make time for more interesting and value-added activities.
Confidante has dramatically improved the speed and accuracy of our client reporting. The result is a better client and advisor experience. Our clients often have multiple investments with multiple providers, but Confidante’s platform allows an automated and consolidated view with real time data. The platform can also accurately report complex private equity and debt securities.
SB, Financial Adviser
Building a bridge from data to decisions
Confidante’s simple and intuitive interface and customisable reporting makes it easy to identify the key decisions your client needs to consider.
Automate
- Access up to date client wealth information, sliced and diced in countless ways.
- Generate touch of a button client reports with a variety of customisable templates saving hours each day in meeting preparation.
- Avoid calculation errors caused by switching systems and re-keying data.
Consolidate
- Create your client’s digital twin from multiple data sources for a market leading client proposition.
- Maintain a complete and consistent financial history for long term performance and relationship management.
- Centralise and organize all key financial documents for easy retrieval.
Elevate
- Enhance client engagement with timely and clear reporting and analytics.
- Lead client discussions with financial planning opportunities and holistic advice.
- Grow the client wallet share by capturing a comprehensive view of a family’s wealth.
Our mission
To enable advisers and intermediaries to spend less time on drudgery and more time adding value for their clients, investors and principals.
Pull data from investment platforms, private banks, EIS and VCT providers and alternatives.
All trademarks are property of their respective owners. Confidante has previously extracted data on behalf of clients from the above names, however Confidante is not affiliated with or endorsed by these companies.
33 Broadwick Street
London, W1F 0DQ
2025 Confidante © All rights reserved
Another engaging website by WAM Digital