AI TOOL PROFILE
Multiply AI: AI-Powered Financial Advice Platform
- Finance and Accounting
- Financial Planning
- Financial Advice Firms
- Wealth Management Firms
- Fintech Companies
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Financial Advice Firms, Wealth Management Firms, Fintech Companies
- Key use cases
- Automating Annual Reviews, Scaling Advice Propositions, Digital Retirement Planning, Compliance Management
- Integrations
- intelliflo office
- Official website
- Visit multiply official website
How AI is used
Multiply is a modular platform that uses an AI Advice Engine and Risk Engine to generate personalized financial recommendations. It is designed for financial advice firms, wealth managers, and fintechs that need to manage high volumes of clients without a linear increase in administrative overhead.
The software supports the automation of 11 core advice areas, including pensions, investing, and estate planning. By automating data collection and document generation, the platform is intended to help advisers spend more time on client relationships and less on manual paperwork.
Buyers should note that while the tool is built to meet FCA standards and was tested in the FCA sandbox, the software itself is not an FCA-regulated entity. The firm using the tool remains responsible for the regulated advice provided.
For those using intelliflo office, Multiply powers the intelliflo IQ AI and Advice Engine, which can analyze meeting transcripts and client data to surface recommendations.
Key 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.
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.
Integrations
- intelliflo office
FAQ
What does Multiply AI do?
- Multiply is a modular platform that automates the financial advice lifecycle, providing tools for onboarding, risk assessment, and the generation of compliant financial recommendations.
Is Multiply AI FCA regulated?
- No, Multiply is not an FCA-regulated entity, but its technology was tested in the FCA sandbox and is designed to help regulated firms meet compliance standards.
How long does it take to implement Multiply?
- According to the provider, firms can go live with the platform in as little as 16 weeks.
What financial areas does the tool cover?
- It covers 11 core areas, including debt, emergency funds, homebuying, investing, pensions, protection, and estate planning.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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