Freeboard
Competency, scored against a standard. Assess adviser competency in minutes instead of 90 minutes, and get 1.25 hours a month back per adviser.
Assess adviser competency.
Competency assessment lives in spreadsheets and judgement. Different assessors mark the same adviser differently, standards drift, and there is no record of which version of the standard applied to which assessment. That is a compliance risk in its own right.
Per adviser, done by hand.
1.25 hours a month back, per adviser.
Three steps. No new platform.
Sync recorded meetings
Via Fireflies. Assessment becomes a by-product of normal client work rather than a separate exercise.
Score against your firm's skill profiles
Attitude to risk, capacity for loss, knowledge and understanding, and vulnerability assessed separately, alongside confidence, decision readiness and evidence completeness.
A versioned, dated record
Every assessment states which ruleset governed it. Corrections carry forward into future assessments. Export to Word or PDF.
Judge the output, not the pitch.
An illustrative example of what Freeboard produces. Every figure and finding in the real thing links back to its source.
What's included
- Assesses attitude to risk, capacity for loss, knowledge and vulnerability separately
- Scores confidence, decision readiness and evidence completeness
- Every conclusion backed by the client's own words, quoted from the meeting
- Reads staged client documents: fact finds, valuations, questionnaire responses
- Fully editable reports, exported to Word or PDF
- Learning loop: corrections carry forward
- Branded, client-ready reporting
Who it's for
T&C supervisors, compliance teams, learning functions and network supervisors who need consistent, evidenced adviser competency records.
Works with
Fireflies meeting recordings.
Each app takes one job.
See it before you decide.
Twenty minutes on Teams with Adam Booth, walking through the apps on a demo firm with its own clients, meetings and files. Nothing to prepare.