Good morning. Here is Northgate Advisory today.
The business at a glance, and what has moved since you last looked.
Ask anything about clients, advice, fees or compliance. Every answer is drawn from your own records, with the sources shown.
Agent
Ask Max anything. Every answer comes from your own knowledge, with its sources shown.
Voice is input only — you talk, Max replies in text. This is a scripted demonstration; no microphone is used.
Knowledge
Everything the business knows, in one place. It grows as you feed it.
Advisory fee held at the agreed annual rate. Updated 14 Jun.
Halliwell confirmed no change to risk profile.
Current version, applied to every advice note.
Terms, charges and contacts for each provider.
Workflows
The routine work, running on its own, reporting back when a person is needed.
Approvals
Anything waiting on a human decision. Nothing leaves without one.
Content
Drafts, scheduled pieces, and what is already published.
Chat inbox
Conversations from your website, and anything that needs a person.
Marketplace
What your operating system could also do, organised by division.
Every new client welcomed, documented and set up the same way — the paperwork gathered, the records created, the first review booked.