Powering the
next wave of
financial advice
Strength in data
We’re a team of data experts, software engineers and ex-financial advisers, with over 30 years industry experience. We understand the challenges of capturing quality data in a customer-friendly way, and providing expert financial advice affordably to a wide customer base.
Whether its taking advantage of our off the shelf tools, or working with us on a wider data transformation project within your company, we’re here to help.
Goal Mapper app
Our range of customer acquisition tools can help you gather data, while the customer gets value from you right from the start.
Our Goal Mapper app can be used by an adviser or as a self-guided journey, and we also offer our retirement graphs as widgets for your website.
Win clients through high value digital customer experiences and commence data capture straight away. Better conversion and more efficient data keying makes for a more profitable operation.
Data analytics and Gen AI
Using our novel data schema, we can power your firm to take advantage of Gen AI. Talk to us about our vector semantic search engine, that can answer your advisers’ complex search queries in natural language.
Automating your use of data
Our report builder enables your team to produce reports for their clients with just a few clicks.
We can configure our technology to your firms needs and requirements, so that you can be sure that your client’s reports are aligned to your internal advice and guidance rules.
Companies We've Worked With
Contact us to set up a demo
Email
contact@ammonitewealth.com
PHONE
020 3434 2718
Registered in England, No. 11744099. ammonite is a trading name of Ammonite Wealth Ltd