{"best_for":["Financial Advice Firms","Wealth Management Firms","Fintech Companies"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/multiply","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/multiply.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-030.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: multiply (https://aitoolsforbusiness.ai/multiply)"},"features":["AI Advice Engine: Generates personalized financial recommendations across 11 advice areas designed to be FCA-compliant.","Risk Engine: Provides dynamic risk assessment, red flag detection, and automated testing for advice journeys.","Automated Annual Reviews: Supports the automation of the review process from data collection through to compliance checks.","AI-Driven Onboarding: Automates the initial client onboarding process to help reduce manual setup work.","Document Generation: Creates compliant financial documents to help reduce administrative tasks.","Client and Adviser Portals: Provides separate hubs for secure client communication and adviser insight management."],"freshness_status":"fresh","name":"multiply","pricing_note":"Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.","pricing_url":null,"primary_category":"Finance & Accounting","profile_last_verified":"2026-06-06T20:23:21.027Z","secondary_categories":[],"short_description":"Multiply is an AI-powered platform designed to automate the financial advice lifecycle, from client onboarding to annual reviews for wealth managers.","slug":"multiply","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/multiply","use_cases":["Automating Annual Reviews: Using the platform to handle data collection and compliance checks for recurring client reviews.","Scaling Advice Propositions: Launching low-cost digital advice services to reach a wider client base.","Digital Retirement Planning: Employing AI-driven onboarding and planning tools for retirement advice.","Compliance Management: Using the Risk Engine to maintain an auditable trail of recommendations and perform risk assessments in real time."],"website_url":"https://multiply.ai/"}