Direct Advisory Suite – Financial Adviser Software

Direct Advisory Suite is a connected set of tools designed to simplify adviser workflows and elevate client interactions, bringing together trusted capabilities across investment research, portfolio analysis, financial planning, and reports.

An illustration showing a Direct Advisory Suite screen, asset allocation chart, and proposed portfolio module.

Build trust. Showcase value. Deliver elevated advice at scale.

Personalised Advice

Give clients peace of mind with our best-in-class risk profiling, then demonstrate suitability with unlimited risk mapping and clear, customisable reports.

Increased Efficiency

Work smarter using our powerful AI assistant to generate tailored talking points and proposals, plus instant, research-backed responses to client queries.

ESG Expertise

Engage confidently with the next generation of investors and align with the FCA’s UK SDR, leveraging our wide range of leading environmental, social, and governance data and analysis.

Unparalleled Insight

Help clients navigate shifting markets with cutting-edge research and trusted data spanning full fund holdings, ETFs, fixed income, and diverse alternatives.

Direct Advisory Suite Use Cases

Direct Advisory Suite stands apart with streamlined workflows, time-saving AI assistance, and intuitive analytics empowering advisers to offer tailored investment proposals and demonstrate tangible value to clients.

Investment Research

Bring clarity to investment screening and portfolio management, with every step backed by trusted insights, ratings, and research.

Investment Planning

Combine client profiling tools with our data and research to deliver investment plans that align to client values and risk tolerance.

Portfolio Analytics

Gain a clear view of asset allocation, risk exposure, and performance across portfolios, easily comparing the metrics that matter most.

Client Reports

Build trust with a variety of customisable, client-ready reports that bring investment decisions to life and capture the suitability of your advice.

Direct Advisory Suite Features

Advisers can quickly build plans, organise their business, communicate with clients, and align their practice with current regulations.

Risk Profiling and Risk Scoring Tools

Match a client risk profile with recommendations to show the suitability of different investments for each investor.

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Financial Regulation and Compliance

Thorough risk profiling and compelling visuals bring suitability to the fore, while specialised tools help you understand and act on client ESG preferences.