Client-Base.ai is a CRM that speaks advice, built around the dates, documents and consents a practice is judged on, with the rest of the suite feeding it directly.
The problem
What it does
Compliance tracking
Surfaces reviews due, expiring consents and stale records before they become a problem.
Household and portfolio
One record per household, per-member income, super and tax, with nightly valuations, cashflows and tax lots.
Suite intake
Fact finds, risk profiles and file notes flow in and match to the right client, with duplicate detection.
Recently shipped
- Household model: one record per household with a per-member financial position.
- Activity timeline per client, plus a practice-wide activity feed.
- Nightly valuation jobs, with review tasks raised automatically in Next-Task.ai.
- Call and Schedule actions create routed tasks in Next-Task.ai.