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For Advisers & Professionals

Protecting clients.
Empowering advisors.

A cutting-edge ecosystem for your clients to secure everything important in their lives that enables seamless collaboration between families and advisors.
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Add more value with a digital, client-centric presence.

Nurture multigenerational relationships by embracing the forefront of fintech innovation. Attract tech-savvy younger clients while showcasing your adaptability to current clients. Stay ahead of the curve and demonstrate you’re up-to-date on the latest technology.

bubbl. Client Platform

bubbl. Adviser Platform

Future-proof your business.

Stay ahead of the competition.

Distinguish yourself as a trusted adviser committed to the holistic future and financial well-being of your clients, providing a unique service that sets you apart from the competition.
A co-branded, engaging touchpoint
An exceptional approach to engaging with clients and solidifying your firm's presence.
An empowering
Adviser Platform
A dynamic tool to kick-start client conversations on how you can best support thier planning throughout life.
A meaningful offering to delight your clients
A way to protect and organise all of their life's sensitive information securely.
Client Fact-Finding
in an Instant
Upgrade antiquated fact-finding techniques with instant access to real-time data.
Always in sync with clients current position
Real-time data capabilities ensure that operations remain efficient clients date is up to date.
Reinforce loyalty and Ring-fence clients
Strengthen relationships ensuring their loyalty and continued business across generations.
Eliminate third-party exposure
Minimise reliance on external partners and maintain control over your client relationships.
New growth and revenue streams
Generate new potential for growth and boost you overall value and profitability.
Enhances your existing service offering
Insights that allow you to provide even greater value and exceed customer expectations.

Empower
your advisers.

Unlock their full potential.

Distinguish yourself as a trusted advisers committed to the holistic future and financial well-being of your clients, providing a unique service that sets you apart from the competition.
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Identify gaps you can fill
By bringing a client’s affairs to the fore, bubbl. helps to identify financial and planning gaps for you to proactively upsell products and services
Keep clients engaged
Collaborating with clients on bubbl. is a great opportunity to get them more involved in their finances and planning.
Reignite relationships
A unique opportunity to reconnect with former clients and establish connections with clients from other areas in your firm.
Discover more clients
An innovative, meaningful and engaging, co-branded touchpoint to help build new connections leading to new selling opportunities.
Reach the next generation
Our ‘selective sharing’ feature offers an organic, viral way for you to connect with the next generation of clients.
Transition to Probate platform
One-click transition client into our probate facility to be perfectly positioned to support their family through applying for probate.

Protect
your clients.

Safeguard their legacy.

In the era of digital transformation, it is imperative for professional advisers to connect with their clients on their own terms. The modern household demands comprehensive online services that cater to their every need. bubbl. places the modern household at the heart of its advisor ecosystem, ensuring a seamless and efficient experience.
Everything Secured.
Simply and safely documented
Effortlessly Organised.
Perfectly coordinated
Forever Protected.
For you and your loved ones
Maximum Security.
No compromises, ever

Customised for your firm

Customise the bubbl. platform to align seamlessly with your firm's brand style using our white-label feature. This includes incorporating your logo, choosing custom brand colors, and even integrating your own imagery.
Customise bubbl. with your logo and colour scheme and imagery
Independent client registration and login process
Invite clients to register or pre-register clients to your bubbl. platform.

Adviser
Platform.

Versatile and valuable features.

The Adviser Platform by bubbl offers a plethora of resourceful features for advisers to extract valuable insights. This empowers firms to enhance client relationships by identifying gaps in financial and life planning, transforming a transactional connection into a lifetime advisory partnership. Experience the power of powerful insights and elevate your advisory services with the bubbl. Adviser Platform.
Accurate, up to date, client profiles
Access to real-time financial data
Critical financial and planning insights
Filter clients from specific criteria
Client Fact-Finding
in an Instant
Report and export data in PDF or CSV format
Direct messaging and add attachments
Adviser-to-adviser notes to a client record
Assign advisers to individuals clients

For Advisers & Professionals

Protecting clients.
Empowering advisors.

Book a demo

Maximum
Security.

No compromises, ever.

Our multi-layer security protects your privacy and keeps your data safe. Information is anonymised and encrypted for secure data. Data is stored in regularly tested and updated secure infrastructures to maintain cyber security excellence. Our commitment to you is absolute security without compromise.
Maximum Security
Protection
Your information is always secure and protected. We implement cutting-edge security measures, including strong password protocols, two-factor authentication and AES 256-bit encryption.
Privacy
We hold your information in the highest regard. We neither share nor sell it. Safeguarding your information is our top priority, and we employ every measure to ensure its protection and security.
Control
You choose what information you enter, who you share it with and how you use it. Take charge of your data and make choices that align with your needs and preferences.

For Advisers & Professionals

Protecting clients.
Empowering advisors.

Book a demo
Your Life in one safe place
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