Stay Present in every client meeting.
Prospo handles the admin — so you can stay focused on the client in front of you.
Yourclientsdeserveyourfullattention.Sodoesyourpractice.
Without Prospo
Typing while they're talking
Clients notice when you're not fully present — and so do you
Hours rewriting meeting notes
Every evening spent on admin is time away from family — or the next client
Compliance gaps hiding in plain sight
Incomplete fact-finds and missing file notes put your licence at risk
Paraplanners waiting on notes that aren't written yet
Every hour the adviser delays their write-up is an hour of lost productivity
A pipeline stuck at the paperwork stage
Slow onboarding means slow revenue — and frustrated clients
With Prospo
100% present in every meeting
No laptop, no typing — just the conversation your client came for
Fact-find done before they leave the room
AI captures everything in real time — nothing to chase up after
Best interest duty — covered, every time
Complete file notes and compliance records built automatically
Paraplanners can start the SOA the moment the meeting ends
Real-time notes land in their queue instantly — no chasing, no waiting
Signed and onboarded — same day
Documents out the door fast, so your revenue doesn't wait
Everything you need, nothing you don't
One platform replacing the patchwork of tools advisers juggle every day.
Ask Prospo Agent
Query client records and meeting history in plain language. Responses draw directly from your practice data, with no manual searching required.
Unified CRM
Complete client records with relationship mapping, entity management, and full interaction history accessible from a single view.
Meeting Orchestration
Scheduled meetings are recorded, transcribed, and summarised automatically. Action items are tracked through to completion without manual follow-up.
Financial Planning
Interactive fact-finds, cash-flow projections, balance sheets, and automated presentation generation.
E-Signatures
Visual field placement, multi-signer routing, real-time tracking, and a complete audit trail for every document.
Document Management
Azure or SharePoint storage with version control, expiring share links, and seamless data migration.
Communication Hub
Email threading, SMS, and file sharing consolidated into a single, chronological activity timeline per client.
Analytics & Compliance
Usage metrics, adoption tracking, full audit trails, session monitoring, and IP logging — all built in, no third-party tools required.
How it works
Go from scattered tools to a streamlined practice in four simple steps.
Prepare
Walk into every meeting knowing Prospo has your client's full history ready — past notes, goals, and open action items — before you say hello.
Meet
Be fully present. Prospo listens, captures the conversation and fills your fact-find in real time — no typing, no interruptions.
Hand Off
The moment the meeting ends, your paraplanner has everything they need — structured notes, completed fact-find, and a brief ready to build the SOA.
Complete
Documents prepared, sent and signed — all from one place. Your client is onboarded and your file is compliance-ready.
Works with the tools you already use
Pre-built connectors. Secure credential management. Automatic data sync.
Don't see yours? Request an integration
Transform Your Practice Today
Join hundreds of financial advisers who've reclaimed their time and transformed how they serve clients.