BUILT AROUND YOUR DISCIPLINE
One client story. A plan you can keep building.
Financial planning is about connected decisions, not isolated calculators. Ledger Black brings goals, household information, meeting context and financial scenarios together with documents, follow-up and business operations. Give your team a working plan they can revisit as the client’s life changes, with AI assistance supporting preparation and continuity.
Talk about your practice
Make the choices visible across the household
Explore cash flow, savings, debt and retirement decisions with scenarios that keep assumptions explicit. Use the client’s goals and meeting context to frame what matters, then connect the rationale to the advice document. AI-assisted extraction helps organise what you learned; the adviser decides how the alternatives fit the client and explains the uncertainty in the model.
Keep the plan alive after delivery
Connect the agreed actions, documents and next conversations to the client record. Tasks and communication workflows help your team follow through, while the wider FAP workspace keeps responsibilities and review work visible. Define the service scope and the roles of accountants, lawyers or other specialists so each person knows what they are taking forward.
CONNECTED CAPABILITIES
The right tools, working together.
CRM & client management
Connect every lead, household, conversation and commitment to the work that grows your advice business.
ExploreAI workforce
Put Aria, client-scoped assistance and configurable specialist agents to work across your financial advice provider business.
ExploreAI-native advice & planning
Bring AI-assisted fact-finding, needs analysis, financial scenarios and advice preparation into one connected workflow.
ExploreMeetings & intelligence
Connect video meetings, transcription, searchable moments and fact-find extraction to the client record and follow-up.
ExploreDocuments & signing
Create client-specific advice documents, refine them in the Smart Editor and carry the approved version through electronic signing.
ExploreResearch & compliance
Bring source documents, quoting, advice-file review and FAP compliance records into the flow of everyday work.
ExploreMarketing & client communications
Create branded campaigns with AI design assistance, defined audiences, scheduled sending and connected follow-up.
ExploreCommission & business operations
Bring commission statements, policy matching, adviser payouts, agency relationships and team operations into one business platform.
ExploreYOUR 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