Wealth & financial advisory.
Reviews prepped the night before, write-ups done the same day, suitability evidenced and idle cash caught. The adviser advises.
What advisers run on Hive
- Client onboarding and KYC
- Suitability documentation
- Portfolio review preparation
- Meeting notes and follow-ups
- Performance reporting
- Compliance monitoring
- Fee and billing recs
- Client correspondence
- Annual review scheduling
- Client onboarding and KYC
- Suitability documentation
- Portfolio review preparation
- Meeting notes and follow-ups
- Performance reporting
- Compliance monitoring
- Fee and billing recs
- Client correspondence
- Annual review scheduling
Reviews ready before you ask.No idle cash, evidenced advice.
Autonomy is earned, not switched on.
Every use case starts on a rung you choose. Each approval teaches Hive the boundary. As approvals become routine, the work moves up a rung, within limits you set and can pull back at any time.
Connect your client data
CRM, custodians and calendars in one governed workflow, review to report.
Use case examples. A sample of the work Hive takes over. The full map is drawn with your team in week one.
Every annual review needs an hour of prep across four systems.
+Hive assembles the review pack the night before: performance, contributions, last-meeting actions, allowances remaining and flagged life events. The adviser walks in ready.
The post-meeting write-up and CRM update never happens the same day.
+Hive turns the meeting into a structured summary, updates the CRM, creates the follow-up tasks and drafts the client recap for the adviser to send.
Suitability evidence is scattered and the file is never quite audit-ready.
+Hive monitors client communications, assembles the suitability evidence against each recommendation, and flags any file missing a record before the audit does.
New-client onboarding is weeks of forms across platforms and custodians.
+Hive collects the documents, pre-fills the platform paperwork, opens the accounts and sets up the cashflow, chasing whatever's missing automatically.
Idle cash and drifted portfolios sit unnoticed between reviews.
+Hive watches every account for uninvested cash, unused allowances and drift beyond mandate, and drafts the action note for the adviser.
Fee reconciliation against the platforms is a manual month-end chore.
+Hive reconciles adviser-charging and platform fee statements against expected income, flags shortfalls and missing payments, and drafts the queries.
Quarterly commentary for the whole client book is a week the team doesn't have.
+Hive drafts personalised, on-brand performance commentary for every household, accurate to their holdings, for the adviser to approve in one pass.
Prospect enquiries and referrals sit before anyone follows up.
+Hive responds to new enquiries within minutes, books the discovery meeting, and prepares a one-page profile: assets, likely needs and the referral source.
Withdrawals, transfers and address changes each cross three systems and a week of back-and-forth.
+Hive takes the client instruction, checks it against the mandate and the anti-fraud rules, pre-fills the platform and custodian forms, and executes after adviser sign-off, with the client kept informed.
Markets fall and reassurance goes out one email at a time.
+Hive drafts a personal note for every household on a market move, accurate to their holdings, exposure and plan, in the adviser's voice, and queues it for approval before the phones start.
Noted.
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