You have 200 clients and 365 days. Syntra makes sure none feel forgotten.
Syntra tracks every client's review cycle and reaches out the moment their 12-month window opens - proposing times, collecting the fact-find, issuing the fee disclosure and filing the advice records. Hundreds of clients, every review on schedule, every file audit-ready.
The reviews and compliance that no spreadsheet can keep up with
Who's due this month?
With 200-plus ongoing-advice clients, tracking who has reached their 12-month review - by spreadsheet or memory - means someone always slips through.
Compliance paperwork piles up
Every piece of advice needs a Statement or Record of Advice, filed and retrievable, and the regulator can ask to see it at any time.
Fee disclosure to renew
Ongoing-fee arrangements need disclosure statements and consent renewed on schedule - miss the window and the fee has to stop.
Clients go quiet between reviews
Twelve months is a long silence. Without contact, clients feel forgotten, and start wondering what they are paying an ongoing fee for.
Reviews, fees and compliance - handled
Automated annual reviews
Outreach triggers exactly at each client's 12-month mark, proposes times and books the review, so no one on your book is ever missed.
Fact-find & risk profiling
Income, assets, liabilities & goals, risk-profile questionnaire, consent and fee-disclosure acknowledgement - all completed digitally before you meet.
Recurring fees, disclosed
Ongoing advice fees invoiced on a recurring cycle, with a fee-disclosure statement generated automatically and attached every time.
Advice-document vault
Statement of Advice, Record of Advice and compliance records stored against each client and matter, retrievable and audit-ready in seconds.
Review variants & notes
Financial Review $350, Comprehensive + Tax Strategy $650, Retirement Planning $500 - booked at the right price, with topics, advice given and actions agreed captured each time.
Compliant AI agent
Answers client questions any hour - explains it can't give personal advice, captures the question, and books a consult with you instead.
200 clients. Every review on time.
Syntra watches each client's 12-month window and reaches out the moment it opens - warmly, in your voice - proposing times, collecting the updated fact-find and confirming the booking. Outreach fits where each client is: accumulation, pre-retirement or retirement. With 200-plus clients, none of them ever feel forgotten.
- ✓Outreach triggers exactly at each client's 12-month mark
- ✓Times proposed and the review booked without you lifting a finger
- ✓Tailored by life stage and risk profile, not one-size-fits-all
Audit-ready, every client, every time
Every review generates its records - Statement of Advice, Record of Advice, meeting notes and a fee-disclosure statement - filed against the client automatically. Recurring advice fees are invoiced on schedule with disclosure attached, and risk profile and consent are captured up front. When the regulator asks, the file is already complete.
- ✓SOA, ROA and meeting notes filed against each client
- ✓Fee-disclosure statements issued with every recurring invoice
- ✓Risk profile and consent captured before advice is given
Every client on schedule, every file in order
Syntra learns your review cycles, service tiers, fee arrangements and compliance templates - then schedules each annual review, collects the fact-find, issues the fee disclosure and files the advice records, quietly, for every client on your book. Nobody drifts, nothing slips, and the regulator's questions are already answered.
- ✓Every 12-month review scheduled the moment it falls due
- ✓Fact-find, fee disclosure and advice records filed automatically
- ✓Life-stage CRM and market broadcasts keep clients engaged between reviews
See Syntra run your business
Book a 30-minute walkthrough and we’ll show you exactly how Syntra fits your business - then answer every question you’ve got. No slides, no pressure.
Book a demo