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Wealth & Advice

Supporting the wealth & advice sectors with their vulnerable clients

With the FCA's increased focus on the identification and fair treatment of financially vulnerable clients, and with Consumer Duty regulations now in place, failure to identify and support these individuals represents a considerable risk for firms in the wealth, mortgage and equity release sectors.

To address this, we've combined clinical and technical expertise to create a digital ‘Financial Vulnerability Assessment’ to identify those at risk and provide tips and advice on how best to support them through the advice process.

Watch how it works

Our clinically-developed Financial Vulnerability Assessments enable advisers to consistently and objectively identify individuals who are at risk of vulnerability and the nature of the risk. Suggested supportive actions are given and any interventions and outcomes can be recorded in a timely and effective manner.

  • Easy-to-use online assessment with a 98% completion rate

  • On average, each assessment takes less than four minutes to complete

  • Non-intrusive with no interference to the advice process

  • Comprehensive client report being generated at the touch of a button

  • Full analytics suite ensures full visibility

  • Provides cast iron audit trail

  • Integration into any back office or compliance software

Find the right subscription level for your business

1 Adviser - £28 Per Month
2 - 4 Advisers - £56 Per Month
5 - 8 Advisers - £105 Per Month
9 - 12 Advisers - £165 Per Month
13 - 17 Advisers - £220 Per Month
18 - 25 Advisers - £295 Per Month
Over 25 Advisers - Please Enquire

All subscriptions include:

  • Unlimited assessments

  • Unlimited licences for all staff

  • CRM integration*

  • Email assessments

  • FV policy integration

  • Support guidance

  • Intervention log

  • Standard reporting and dashboard

  • Access to resources centre 

  • Free trial available

All prices are excusive of VAT - payable monthly in advance
*Additional fees may apply 

Download a copy of our practical guide

Vulnerability Support Framework

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"We're delighted to work with Comentis to provide access to best-of-breed technology and help members meet the requirements of Consumer Duty in an efficient and compliant way."

Marc Thompson - Adviser Services Director

SimplyBiz

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