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Tailored for Your Needs

Who is Confidante for?

Confidante is for anyone who reports or advises on personal wealth. Confidante has been designed to handle complexity with ease. Confidante drives efficiency and engagement.

Whether you are a financial planner advising a client, a financial adviser reporting on tax driven investments, a family office aggregating a principal’s wealth, a hedge fund presenting personalised client investment performance or an accountant developing an estate plan, Confidante can make a difference to you.

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Boost your productivity

Our solution is designed to improve visibility on all client assets to help you engage with your clients in a more meaningful way, to boost productivity and improve wallet share.

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Financial Planners and Wealth Advisers

  • Deliver customisable, straight-through investment reports in seconds.

  • Engage clients with valuable, up to date insights with zero prep time.

  • Analyse client data, key life decisions and track investment liquidity using our cash flow scenario tools.

  • Maintain a centralized repository of data and documents on all assets and policies across multiple platforms.

Family
Offices

  • Cost efficient, automated data feeds presented in a holistic wealth view.
  • Manage capital decisions through an up to date central record of all assets and liabilities and associated documentation.
  • Capture all transactions and export data in a format compatible with your tax reporting.
  • Monitor the performance of all investments, track private equity liquidity.

Private Client Accountants and Lawyers

  • Collate your clients’ personal financial data and documents in one central, secure location adding value to you and your clients.
  • Present to your clients using Confidante’s interactive adviser portal.
  • Consolidate all financial instrument transactions to provide regular or ad hoc customised client reports.
  • Reduce tax report filing time with tailored data outputs.

Fund
Managers

  • Calculate and present your investor's lived experience investment returns rather than generic fund level performance.
  • Reduce the risk of errors and omissions through manual calculations.
  • Bespoke design and collaboration with your designers to deliver a report in line with your brand.
  • Tailor our client portal to your needs

Choose Confidante

Find out more about how Confidante can help you improve your efficiency and grow your business

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