The relationship is the starting point
Know the client. Move the business forward.
Your CRM should do more than store names. Ledger Black connects the client record to meetings, advice, documents, tasks and communications, giving your team a working view of every relationship. From the first enquiry to the next review, the context stays with the client and the next action stays visible.
Talk about your practice
A MORE CONNECTED WAY OF WORKING
Less between you and the work.
The whole relationship, connected
Bring household details, financial information, activity and advice work together so preparation starts with the client’s story, not a search across systems.
A pipeline built to move
Track opportunities, assign tasks and see the next commitment at each stage, with ownership your team can act on.
Client context on demand
Use the client-scoped AI Assistant to find facts, surface missing information and help with follow-up inside the relationship you are working on.
One client record. An entire advice journey.
An enquiry becomes a household, a meeting becomes a fact-find, and a recommendation becomes an ongoing relationship. Ledger Black keeps those stages connected through the client record. Notes, emails, documents and tasks give authorised colleagues a shared starting point, while advice workflows carry the financial detail forward. Your team can pick up the next conversation without asking the client to repeat the last one.
Turn relationship knowledge into action
Work from pipeline stages and follow-up lists to see who needs attention. Connect Google or Microsoft email and calendar accounts, bring appointments into the working day, and keep responsibilities attached to the record. The client-scoped assistant helps retrieve the detail and prepare the next action, while Aria’s global workspace helps you navigate the broader day within your access permissions.
A FEW GOOD QUESTIONS
Know where
you stand.
Clear information makes for a better conversation. Here are some useful things to understand before you start.
Can we connect our email and calendar?
Yes. Google and Microsoft connection paths are supported, with company configuration and account authorisation required. Phone-linked SMS and reminders have separate device-automation setup requirements.
Can clients provide information before a meeting?
Yes. Client profile workflows collect information before or between meetings, with fields shaped by the advice type. Your team reviews and confirms the submitted details.
Who can see a client’s information?
Access follows company scope, roles and client permissions. The global Virtual Assistant and client-scoped AI Assistant have distinct data-access boundaries; neither is a shortcut around those permissions.
YOUR NEXT CHAPTER
Your entire firm.
A clearer advantage.
Less fragmented work. More connected intelligence. Let’s explore how Ledger Black can bring your advice firm together.
Talk to Ledger Black