The FCA’s Consumer Duty has raised the bar for wealth and advice firms.​ Under Consumer Duty, firms must be able to both understand customer needs and demonstrate the outcomes they deliver.​ This requires clear, consistent data across the client lifecycle — from insight through to evidence.
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Comentis provides Wealth and Advice firms with a range of structured, data-led solutions that help them understand client needs, support vulnerability effectively, and evidence good customer outcomes — in a way that is consistent, scalable and defensible.
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How we support Wealth and Advice firms
Vulnerability Assessments
We ensure you Identify clients in vulnerable circumstances with a consistent, objective approach.
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Clinically developed methodology
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Dedicated wealth, mortgage and later life lending assessments
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Completed in under four minutes
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Removes subjectivity from adviser judgement
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Generates structured reports and audit trails
Well Proven
Over 200,000 assessments completed to date, with over 50,000 a month now completed
Client friendly
Assessment completion rates in excess of 97% when embedded into client journey
Widely Adopted
Used by over 1000 wealth and advice businesses and over 4000 users
Trusted By
“The Comentis implementation has meant we are able to have even greater confidence that Advisers are meeting the Consumer Understanding outcome of the FCA Consumer Duty.
We have better data which is helping us to identify Vulnerability in a client, even where they may have been so for some years, without their vulnerability being immediately apparent.”
Ian McKenzie - Group Compliance Operations Director
Adviser Services Holdings ltd.
