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Savings advice

Reckoner

A market-checked savings recommendation in minutes. Evidence a savings recommendation in 20 minutes instead of 3 hours, and get 2.5 hours a month back per adviser.

See it in a demoPricing
£69 per adviser / month on its own£299 for all six appsCancel monthly
The problem it takes on

Evidence a savings recommendation.

Clients hold large idle cash balances while deposit rates move weekly. A manual recommendation takes hours and is out of date by the time it's signed, so cash advice gets left undone.

Today3 hours

Per client, done by hand.

With Reckoner20 minutes

2.5 hours a month back, per adviser.

How it works

Three steps. No new platform.

1

Capture the client and the cash

A short guided flow records the client, the signing adviser and the deposit. A suitability questionnaire covers branch access, digital comfort, withdrawal needs, bonus rates and FSCS protection, and re-weights the ranking to the client's priorities.

2

Check against the live market

Rates, terms and FSCS status checked across 239 FSCS-protected products in 15 categories. The deposit amount rules out unfundable products and flags FSCS limits.

3

A signed, dated, branded report

A nine-page client report, adviser-signed and dated, with an Excel comparison alongside. Every comparison is kept on file.

What comes out

Judge the output, not the pitch.

An illustrative example of what Reckoner produces. Every figure and finding in the real thing links back to its source.

What's included

  • 239 products across 15 categories, FSCS-protected direct deposit-takers only
  • Deposit amount rules out unfundable products and flags FSCS limits
  • Nine-page branded client report, adviser-signed and dated
  • Excel comparison alongside the report
  • Ranked shortlist with rationale, access terms and FSCS position
  • History of every comparison produced
  • Rates and data screen for universe maintenance

Who it's for

Advisers with clients holding cash they haven't been able to advise on profitably; firms that want cash advice evidenced to the same standard as everything else.

Works with

A short guided flow; no integration needed.

The other five

Each app takes one job.

Compliance file reviewScrutineerEvery file reviewed. Every time. In minutes.£99per adviser / monthAnnual client reviewsStrataThe annual review, written for you.£89per adviser / monthClient documentsCarbonFrom conversation to client-ready paperwork.£69per adviser / monthMeeting intelligenceAscltoYour client meetings, finally reviewed.£59per adviser / monthAdviser assessmentFreeboardCompetency, scored against a standard.£49per adviser / month

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.

Book the 20-minute demoSee pricing