Outproduce
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For directors and operations leads in advice firms and wealth managers.

Why does advice take so long to document? Because the fact find, the research and the suitability report are separate pieces of work.

Client data, provider information and review obligations sit across a client management system, provider portals and email. Outproduce installs the path from the fact find and provider information requests into a prepared review pack and a drafted suitability report, with annual review obligations tracked and client communication held for the adviser. Advice, recommendations and anything sent to a client wait for a named approver.

Book a callSee the workflows
  • Client management system
  • Document store
  • Inbox
  • Platform and provider records
  • Client portal

By hand today

What your team does by hand, and what we build.

You do this by hand

A paraplanner requests provider information by letter or portal and chases each one separately.

We build this

An information request path that issues the requests from the client record and tracks each to received.

What changes

Outstanding provider information is a visible list with an owner.

You do this by hand

The fact find is read and the key figures are retyped into a review pack.

We build this

A review pack preparation path that assembles the client position from the records and names anything missing.

What changes

Preparation starts from an assembled position rather than a blank document.

You do this by hand

The suitability report is written from scratch each time, reusing paragraphs from an old file.

We build this

A drafting path that prepares the report structure and factual sections from the confirmed client record.

What changes

The adviser spends the time on reasoning, not on restating facts.

You do this by hand

Annual review dates are tracked in a spreadsheet and worked through when capacity allows.

We build this

A review obligation register built from the client records, with each review tracked by what it is waiting on.

What changes

Service commitments are managed by cause rather than by date alone.

You do this by hand

Client correspondence and signed documents are filed manually after each meeting.

We build this

A filing and completeness path that places correspondence against the client and names gaps in the file.

What changes

The client file is complete without a manual tidy up before a review.

Advice capacity is limited by documentation, not by client demand. The adviser is the scarce resource, and much of the adviser day is spent assembling facts that already exist in the firm systems.

Regulatory expectations keep pushing towards evidenced, timely review of every client the firm has agreed to serve. Treating that as a register with causes, rather than a spreadsheet of dates, is what makes it survivable.

Lifecycle

Where the system runs and where a person decides.

Typical lifecycle in this sector
  1. 1Review or advice need arises
  2. 2Client position assembled from the recordsAutomated
  3. 3Provider information requested and trackedAutomated
  4. 4Gaps in the fact find raised for the adviserHuman approval
  5. 5Review pack preparedAutomated
  6. 6Adviser forms the recommendationHuman approvalAdvice is never produced without a named adviser.
  7. 7Suitability report drafted around the recommendationAutomated
  8. 8Report and client communication approved and releasedHuman approval

Workflows

The workflows we install first.

Each one names the manual version, the installed version, and the approval point that stays with a person. Figures show sample records, never client data.

01

Provider information request and tracking

Requests are issued from the client record and each response is matched back to its request. Outstanding items stay visible with an owner.

Expected impactExpected impact: less chasing by hand and fewer reviews delayed by missing data.
Illustrative ladder for outstanding informationIllustrative
  1. Requests issuedA request per plan, recorded against the client.
    Automated
  2. Response matchedReceived data attached and the item closed.
    Automated
  3. Still outstandingA follow up is prepared for the administrator to release.
    Human approval
  4. Review date at riskRaised to the adviser with the missing plans named.
    Escalated
02

Client position to review pack

Holdings, objectives, contributions and prior advice are assembled into a review pack, with anything unverified named rather than assumed.

Expected impactExpected impact: paraplanning time moves to analysis.
Illustrative review pack assembly · Illustrative
SectionAssembled fromWhen it is held
Current holdingsPlatform and provider recordsValuation not received
Objectives and circumstancesFact find and meeting notesMaterial change not confirmed
Contributions and withdrawalsPlan recordsConflicting figures between sources
Prior advicePrevious suitability reports on fileReport missing from the file
03

Recommendation to drafted suitability report

Once the adviser has formed the recommendation, the report is drafted around it from the confirmed record. The adviser approves before anything reaches the client.

Expected impactExpected impact: report turnaround improves without weakening the adviser role.
Illustrative trace of a suitability reportIllustrative
  1. 01
    Adviser records the recommendation

    Rationale and client objective captured on the case.

    Human approval
  2. 02
    Factual sections drafted

    Current position, costs and comparisons drawn from the record.

    Automated
  3. 03
    Inconsistency raised

    A figure that disagrees with the source is held, not written.

    Escalated
  4. 04
    Adviser approves and releases

    Named approval before the report goes to the client.

    Human approval
04

Review obligation register

Every agreed service commitment sits on a register with its state and cause of delay, so the firm can see where capacity is actually blocked.

Expected impactExpected impact: service commitments are evidenced and visible firm wide.
Illustrative comparison of review tracking
CaseBy hand todayInside the installed path
Review dueRead from a spreadsheet of datesRegister entry with an owner and a state
Waiting on provider dataInvisible until chasedShown as the blocking cause
Client not respondingNoted in an adviser inboxRecorded contact attempts on the register entry

Go live

How it reaches production in your firm.

  1. 01

    Fit Review with advisers and paraplanners

    We follow a live case from review trigger to released report.

    Free
  2. 02

    Operating Map

    The map names the client records, the information requests, the pack structure and every adviser approval point.

    Paid, yours to keep
  3. 03

    Production Install on a scoped client segment

    A chosen segment or adviser book goes live first, with an agreed acceptance test on real cases.

    Human approves
  4. 04

    Managed operation or handover

    We run the exception queue with your team, or hand over the documented system with an owner named.

    Monitored

What we measure

Baseline first, then the delta.

We record each of these before anything switches on, so the result is measured against your numbers, not a benchmark.

first builds: provider information request and tracking · client position to review pack · recommendation to drafted suitability report

Related

Questions from financial advisers and wealth firms.

Does it give advice?

No. The recommendation is formed and approved by a named adviser. The system assembles facts and drafts around that decision.

How do you handle conflicting figures?

They are raised with both sources shown. Nothing is reconciled silently into a client document.

Other sectors

Start here

Show us the workflow.

Tell us what starts it, who owns the result, which tools carry it, and where it stalls. We will tell you whether it is ready to map.

Book a 20-minute callOr send it in writing
Strong fit

The workflow repeats

One person owns the result

The records exist

Several tools carry the work