All business packs For financial advisors

Every household, every review.
Nothing falls behind.

Neurocity's financial advisory pack sets up the apps an advisory firm runs on: onboarding, reviews, required distributions, service requests and a compliance log, with portal pages households can follow. Every app arrives as a draft you preview on your own data, then make your own.

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What's in the pack

Five apps, ready on day one

Add the whole pack in one step. Each app comes with its pages, letters and reminders, and you can change anything with Claude.

1

New client onboarding

Each new household from paperwork to funded, and the welcome meeting.

  • Identity, risk profile and transfers checked off for each household
  • A reminder when transfers have been open for 10 days
  • A welcome letter, and a page households can follow
2

Client reviews

Who is due a review, when it's booked and what came out of it.

  • Reviews due in the next 60 days
  • Review agendas and summary letters, ready to print
  • A reminder a month before each review is due
3

Required distributions

Each account's required distribution, what's taken and what's left.

  • What's still to take, worked out for every account
  • Distributions not taken yet, soonest deadline first
  • A reminder 45 days before the deadline
4

Service requests

Distributions, transfers and account changes from request to done.

  • Requests waiting on the custodian or the household
  • Households see their requests on their portal
  • A reminder when a request has waited on the client for 5 days
5

Compliance log

Complaints, gifts, outside activities and reviews, logged and closed.

  • Every entry with who reviewed it and the outcome
  • An email the moment a client complaint is logged
  • A reminder a week before an item is due

Connect Microsoft 365 or Google Workspace, and your CRM, custodian or planning tools through their own APIs. Reminders start by suggesting, so nothing is sent until you say so.

Security first

Built for firms that hold their clients' financial lives

Advisory firms are expected to protect client information and keep records such as complaints, gifts and outside activities. Neurocity keeps each firm's data isolated, records every view and change, and the compliance log keeps those records in one place. (It helps you organize the work; it isn't legal or compliance advice.)

Isolated by design

Your firm's data lives in its own private database, separate from every other company.

A portal households use

Onboarding, reviews and requests shared through each household's own portal, not email attachments.

A complete audit trail

Every sign-in, view and change is recorded, ready when you're examined.

FAQ

Questions from financial advisors

Does Neurocity replace our CRM or custodian platform?
No. It works beside them, connecting through their APIs where available, and handles the work around them: onboarding, reviews, required distributions, service requests and your compliance log.
Can households see their own information?
Yes. Portal pages show each household only its own onboarding, reviews and requests. Fees and internal notes are never shown there.
Does the compliance log make us compliant?
It keeps your compliance records in one place, with reviewers and outcomes, so you can show them when asked. What the rules require of your firm is for you and your compliance advisers to decide.

See the financial advisory pack on your own work

Book a short meeting and we'll set the pack up with you, show it on your own data and answer every security question you have.

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