The working systemfor financial advice.
Chunkbase keeps the client record, evidence and work around every case connected as circumstances, providers and rules change.
Starting with meeting capture, cited facts and adviser review.
The conversation becomes work the firm can trust.
Chunkbase turns a client meeting into a sourced draft of the client record, shows what is missing or conflicting, and keeps approval with the adviser.
Capture the conversation.
Record what the client said without losing the detail behind it.
Build the sourced draft.
Connect each proposed fact to the words or document that supports it.
Review what changed.
Keep confirmed, conflicting, missing and uncertain information distinct.
Move the case forward.
Prepare the reviewed fact-find and the work that follows.
The meeting is one moment in a much longer case.
Advice continues as clients change, providers respond, rules take effect and work passes between people. Chunkbase is being built to keep that whole case understandable and moving.
One client case, connected over time
Past advice, today's evidence, provider replies and future reviews remain part of the same case.
Every fact keeps its source
See what supports it, when it was true and who reviewed it.
Open work has an owner
Unanswered questions and delays stay visible until resolved.
One change can reach many cases
Surface clients who may be affected, with the reason each case needs checking.
Built around your firm
Shape roles, templates, policies and workflows around the way your team gives advice.
CAPTURE
CHECK
APPROVES
Chunkbase organises the evidence and the work. The adviser decides what it means.
SEE THE FULL MISSION →One client case. Many people need to move it forward.
Advisers, paraplanners, operations teams and compliance each see a different part of the same case. Chunkbase keeps the facts, evidence, decisions and outstanding work connected as responsibility moves between them.
Responsibility moves. The case, its evidence and its open work stay in one place.
What we are learning about the work behind financial advice.
Essays and field notes. Every piece shows its author, its dates and where its factual claims came from.
READ THE WRITING →Show us how your firm actually works.
Bring us one workflow that still involves copying, checking or chasing. We will map it with you, build a small test and bring it back for your team to try.