For Financial Advisors
Launching SoonClient relationships and compliance, connected
Manage client relationships, stay AML-compliant, send professional proposals, and keep documents organised — all in one platform built for advisory firms.
Sound familiar?
- AML reviews falling through the cracks?
Annual reviews, ongoing monitoring, risk re-assessments — without a system, cases go stale and regulators notice.
- Client documents scattered across email and shared drives?
Identity documents, policies, meeting notes — nobody can find what they need when the regulator calls.
- Proposal process is manual and inconsistent?
Different advisors, different templates, different pricing. No audit trail of what was offered or accepted.
- No central view of all client relationships?
You know your own book, but firm-wide visibility across all advisors requires someone pulling it all together manually.
6 Modules Included
Everything financial advisors need
Enable the modules your firm needs. Turn off the ones you don't. One platform, configured for you.
Client Management
See every client's full picture — jobs, invoices, compliance status, and contacts — in one place. Automatically verify company details against the CRO database.
AML Compliance
Stop tracking anti-money laundering in spreadsheets. Full case management, risk assessments, document requests, and audit trails — all built in.
Learn moreProposals & Engagement Letters
Send professional proposals clients can accept with a click. Track the engagement lifecycle from pitch to signed letter — no PDFs, no chasing.
Team Management
Set roles, permissions, and hourly rates per team member. See who's working on what and whether they're hitting their billable targets.
Documents & Expenses
Centralised files and expenses, linked to clients and jobs. No more searching email for that receipt or digging through shared drives.
Dark Mode
Full light and dark theme across every screen. Easy on the eyes during late nights in filing season — your team will thank you.
See It in Action
Built for the way you work
Client Management
Your centralised client directory with contacts, services, and complete history.
Ready to modernise your practice?
See how Kollabro can streamline your entire practice — clients, jobs, compliance, and billing in one place. Book a demo and we'll show you.