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Spaces

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Spaces

Manage every case from start to finish in one place

Spaces gives advisers and paraplanning teams one central place to track case progress, manage tasks, and collaborate without spreadsheets or email.

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Disconnected tools and teams kills productivity.

Without a central system, advisers, paraplanners and administrators lose time chasing updates, switching between tools, and struggling to keep cases moving.

You never know where a case stands. Missing information, slow approvals, and unstructured workflows create bottlenecks.

You’re constantly chasing team members for updates. Advisers and paraplanners waste time emailing back and forth for basic progress updates.

Tasks fall through the cracks. Without structured workflows, key steps are missed, delaying client service.

Work with your team in one place and simplify your workflow

Spaces replaces scattered tools with a paraplanning-specific workspace. Create a case, assign tasks, track progress, and collaborate across your team without leaving the platform.

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The tools built for highly productive teams

E2E Case Management

Custom Space Creation

Communication

Activity Tracking

End-to-End Case Management

Track each case from start to finish. Create a new case, assign tasks, update statuses and track time spent on cases with full audit trail capability.

Custom Space Creation

Set up public or private workspaces by product or team, structured to match your practice’s workflow, while making collaboration easier with clear access and visibility controls.

Centralise communication

Keep every conversation tied to the task at hand. Mention teammates, share updates, and track discussions in a visible chat window so nothing gets lost in email threads or DMs.

Status Updates and Activity Tracking

See where every case stands with real-time status updates. Review a complete activity history so nothing gets missed, and follow progress without needing to chase.

Built for personalisation at scale

The tools built for highly productive teams

E2E Case Management

Custom Space Creation

Communication

Activity Tracking

End-to-End Case Management

Track each case from start to finish. Create a new case, assign tasks, update statuses and track time spent on cases with full audit trail capability.

The tools built for highly productive teams

E2E Case Management

Custom Space Creation

Communication

Activity Tracking

End-to-End Case Management

Track each case from start to finish. Create a new case, assign tasks, update statuses and track time spent on cases with full audit trail capability.

We’ve saved time, improved consistency, and I have full visibility across the team.

“Now, every Adviser uses the system and produces their own letters. They’re consistent, compliant, and no longer require handovers to admin. It’s all much faster.”

Claire Giles

Operations Director, Jones Regan Financial Planning

Tom Barsby

Practice Manager, Castell Wealth Management

The system is straightforward, saves us time, and has genuinely been a game changer.

“The system has helped our Admin Team stay on top of workloads and maintain a consistent standard for ongoing advice. It's also freed up time so the team can focus on other important tasks that simply weren’t possible before.”