Tech that will reshape the delivery of financial advice globally, making it affordable and accessible for the masses.
94% of minimum goal raised
Minimum Target £ 350,000 |
Minimum investment amount £ 10,000 |
Maximum Target £ 750,018 |
Maximum investment amount £ 500,000 |
Ammonite powers IFAs and Wealth Managers with a new way to access the mass market. Ammonite tech changes the game by powering these businesses with a hybrid advice platform that increases conversion, massively reduces acquisition / onboarding time/cost, and will ultimately semi-automate the ongoing advice servicing for clients. 76% of UK financial advisers think that hybrid advice will be the future of the industry. They are right. Ammonite is that future.
Ammorite at Angels Den's Fintech Pitching Event 2022
B2B SaaS - software for the financial advice industry.
Acquisition technology (beta): Whitelabelled and configurable web-based app for client acquisition. Soft fact gathering, financial health check, goal setting and need identification. Automated report sent to client on completion.
Onboarding technology (beta): Whitelabelled and configurable Suitability Report builder. Pulls data through from acquisition tool to semi-automate advice process, and produce compliant reports in a fraction of the time (15 mins vs 5 hours).
Servicing technology (next build stage): Tech to semi-automate client servicing, including customer portal
Clunky tech and manually driven processes mean that Financial Advice businesses are unable to profitably service customers with under £150,000 to invest - yet this represents the biggest market, and one set to grow with the intergenerational wealth transfer of $68Bn globally over 20 years. They need to protect the future of their businesses.
The status quo is paper-based processes (particularly for acquisition), clunky and disjointed tech - leading to significant time spend for advisers to acquire and onboard a client (with large numbers of customer drop off). This in turn leads to high costs for clients and a huge market that want advice but cannot access it.
We are a SaaS business into the Financial Services industry. Initially we will be purely vertical SaaS, though in the future we see opportunity for expansion into adjacent markets with some of our tools.
Our charging structure is based on licenses, with setup fees and SLAs for larger businesses.
By building our next stage of tech (i.e. servicing technology), we intend to charge per end customer, enabling us to scale quickly.
B2B SaaS - software for the financial advice industry.
Acquisition technology (beta): Whitelabelled and configurable web-based app for client acquisition. Soft fact gathering, financial health check, goal setting and need identification. Automated report sent to client on completion.
Onboarding technology (beta): Whitelabelled and configurable Suitability Report builder. Pulls data through from acquisition tool to semi-automate advice process, and produce compliant reports in a fraction of the time (15 mins vs 5 hours).
Servicing technology (next build stage): Tech to semi-automate client servicing, including customer portal
Clunky tech and manually driven processes mean that Financial Advice businesses are unable to profitably service customers with under £150,000 to invest - yet this represents the biggest market, and one set to grow with the intergenerational wealth transfer of $68Bn globally over 20 years. They need to protect the future of their businesses.
The status quo is paper-based processes (particularly for acquisition), clunky and disjointed tech - leading to significant time spend for advisers to acquire and onboard a client (with large numbers of customer drop off). This in turn leads to high costs for clients and a huge market that want advice but cannot access it.
We are a SaaS business into the Financial Services industry. Initially we will be purely vertical SaaS, though in the future we see opportunity for expansion into adjacent markets with some of our tools.
Our charging structure is based on licenses, with setup fees and SLAs for larger businesses.
By building our next stage of tech (i.e. servicing technology), we intend to charge per end customer, enabling us to scale quickly.