Give every client relationship the platform it deserves.

Noviqent for Investment Advisers gives a wealth or investment advisory practice a proper record for every client relationship - every conversation, every document, and every decision kept together in one place, built on the same trusted CRM engine the rest of the platform runs on. A structured onboarding process gives every new client relationship a consistent, professional start, and document management with digital signatures via Noviqent DocSign keeps agreements and disclosures organised and easy to find later.

An internal double-entry ledger, connected to your own Xero, QuickBooks, or Sage account, gives the practice its own genuine record-keeping without ever filing anything with HMRC directly - that stays with your accountant. Scheduling ties client meetings and reviews directly to their own record, and identity verification via Noviqent IdCheck can be sent straight from a client's record whenever it's needed.