Reviews prepared ahead
Every annual review pack is built from the latest valuations before the meeting is booked.
More clients, same team
Fact-finds, suitability and admin run in the background, so advisers stay with clients.
Advisers advise, not chase
Hive brings only the clients and drift that need advice, with the evidence attached.
Harbour Wealth prepared this week’s reviews overnight: valuations pulled, drift checked, suitability drafted. Ready before the first meeting.
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.
Hive surfaces and recommends. People act.
Hive prepares the output. A person reviews and sends.
Hive runs the whole process once a person says go.
Hive runs routine cases itself and routes only the exceptions.
CRM, platforms, inboxes and files in one governed workflow, from fact-find to review.
Explore integrations