You advise on roughly 40% of what your clients actually own.

The rest sits across pensions, property, insurance, and accounts you will never see in your back office. Orderist finds it all, organises it, and keeps it current, so your advisory conversations start from the complete picture.

Learn how we help cases

How it works for your practice

Your client connects their accounts

Orderist discovers assets across pensions, investments, property, insurance, and digital assets. The client does this themselves, on their own time, from any device.

You see the complete picture

One dashboard showing everything the client owns, across every provider. Always current, no manual data entry. API sync feeds the complete picture into your CRM.

Your conversations change

Advisory meetings shift from "what else do you have?" to "here is what we should discuss." Consumer Duty evidence is built into every conversation.

A problem you already know

Advisers typically see around 40% of a client's actual asset picture — the rest comes from fact-finds that go stale within months.
Consumer Duty requires advice evidenced against the full client picture — a partial view is a live compliance gap, not just an inconvenience.
Reviews are slow and repetitive, typically built on three to six weeks of manual fact-finding per client.
96% of UK advisers report fewer than half of clients' heirs stay with the firm after inheritance — succession is where assets under management quietly leave.

How Orderist helps advisers

Better advice quality, grounded in the full client picture, not just the assets you manage.
Consumer Duty alignment, with a complete, auditable record that evidences the basis of advice.
Lower operational friction, with less time spent chasing documents or rebuilding context.
Reduced risk and liability, with clear audit trails and explicit ownership.
Stronger intergenerational retention, when estates are handled cleanly.
A differentiated, modern client experience.

Talk to our team

See the 60% of your clients’ wealth you’re currently missing

What clients get

Everything you own, finally organised

Most people don’t know everything they own—assets, pensions, policies, and digital accounts remain fragmented across old inboxes and physical drawers.

Orderist solves this by securely connecting to bank and email data to automatically discover buried financial footprint details and construct a single, complete asset register.

Coupled with an integrated Document Vault, step-by-step Will Builder, and automated release controls for executors and beneficiaries, Orderist replaces spreadsheets and paperwork with complete financial visibility and peace of mind.

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Automatic discovery

Securely and always read-only, connects to bank accounts, cloud drives and email to surface pensions, policies and accounts you may have forgotten.

Asset Register & Vault

Organises every physical and digital asset alongside its associated deeds, policies, and statements into a single living record.

Integrated Will Builder

Automatically populates a clients will with their assets and their assigned beneficiaries, so they can build a will without starting from scratch. Print, sign and execute it with chosen witnesses, then store a scanned copy safely in their vault for when it's needed.

Controlled Handover

Once their executor and emergency contact have each independently confirmed a clients passing, their executor can wrap up the estate, and each beneficiary receives the assets and data allocated to them in the will.

How your clients use Orderist

A record your client builds and owns from the start, for their own disclosure, that you never have to manage.

You choose how you access it: API or CRM embed, a read-only dashboard, or a PDF export.

Invite

Share a bespoke, branded link to your clients, inviting them to register on the platform.

Connect

Your client securely connects their chosen accounts. Bank, credit cards and emails.

Discover

Orderist finds what's connected automatically, accounts, pensions, and policies, picked up through bank and email scanning. Everything has its place.

Confirm

Your client reviews what's found, confirms, and manually adds anything that's missing.

One clear, organised record of everything they hold.

Ready

You receive a complete picture to work from, not a partial one, and nothing to chase up on.

Everything in one place, fully connected.

How it works commercially

What you get

Your firm buys and distributes user licences to your own clients, who build their own asset register independently.

Three options to access your clients data:

API & CRM embed

Client data embedded read-only directly into your existing CRM, such as Salesforce, scoped to your firm's integration needs.

Read-only dashboard

View client data directly within an Orderist-hosted adviser dashboard, with no integration required.

PDF export

Access and export a PDF summary of your client's record directly from the Orderist dashboard.

What it costs

Setup fee

One-off · tiered by firm size

Annual licence fee

Tiered by firm size

Per-user charge

Scales with your client base

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Non-custodial and non-discretionary

Orderist is non-custodial (it never holds your funds) and non-discretionary (it never acts on your behalf).

It shows you a complete picture of what you own — it doesn't move money or give investment advice.

Open banking runs via a licensed account information service provider, under an FCA-authorised partner's umbrella.

Read-only

Every connection is read-only and can be revoked at any time.

Full audit trail

Every action is recorded in a full audit trail, and storage is GDPR compliant.

Encryption

Data is encrypted in transit and at rest, with multi-factor authentication as standard.

Common questions

Get in touch today

We’d love to see how we can help.

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