Your referred clients, at a glance
Referred assets, connected clients, quarterly inflows and advice prompts in one dashboard, with the trend over time and assets by service.
In development · Maxwell for Clients
The adviser’s view
Support people below your minimum today, and welcome them as clients when they’re ready.
Who would this help?
Offer Maxwell to people you can’t yet serve profitably, instead of turning them away.
What would we see?
With the customer’s permission, you’ll see when their situation changes, such as a goal reached or a remortgage coming up. They come to you ready for a conversation.
And the client relationship?
You stay the adviser. Once authorised, Maxwell will handle straightforward needs through Targeted Support and Simplified Advice. Full, ongoing advice stays with your firm, including into retirement.
The adviser’s view.
The firm, clients and figures shown are fictional.
See who might need you
Every referred client with an advice prompt, such as retirement plans changing or an inheritance, and where each conversation has got to. Filter by trigger or status, and export the view.
Introduce clients you can’t serve yet
Invite someone to your firm’s digital service: below your service threshold, emerging wealth, children and grandchildren, and other reasons to stay part of the picture.
Reports you can download
Download the information your firm has agreed to receive: a referred client summary, assets by service and the monthly trend.
Become a founding firm.
Founding firms get discounted access to Maxwell for Clients and Maxwell.AI Workspace, and help shape both before launch.
- Discounted access when each product launches
- A place in our pilots as they open
- A direct line to the team building it