WeSimpliFi enables financial advisors to deliver affordable advice at scale, powered by AI and automation
David C.
Features
Your
partner
to
scale
and
unlock
efficiencies
Onboarding
Seamless Digital Onboarding
Streamline the entire onboarding journey — clients complete their fact find, KYC, and risk profile online, saving time and reducing admin for your team.
Generating Meeting Notes…
Advice Workflows
Automated Advice Workflows
Generate personalised advice, projections, and illustrations automatically. AI tools handle meeting notes, CRM updates, and suitability letters — so you don’t have to.
Annual Review
Automated Annual Review Process
Client reviews are triggered automatically with draft reports pre-generated for review — saving you time and keeping advice up to date.
Benefit
How our features improve your advice process
Client Portal
Clients securely access documents, update details, and accept advice—everything in one easy-to-use portal
Digital Onbaording
KYC, risk profiling, and fact finds are completed online—eliminating paperwork and accelerating onboarding
Advisor Portal
Advisors view client data, workflows, and reports from a centralised dashboard built for efficiency
Automated Advice
Instantly generate personalised recommendations based on client risk assessments
Automated Illustrations
Produce projections and cashflow modelling automatically—fully embedded in your advice journey
Automated Letters
Suitability letters and annual reviews are generated and pre-filled—ready for review and client delivery
