UpCheckGo
ProductThe client-facing experience connected to PocketParaplanner, helping clients provide information and documents with less back-and-forth.
Testing (stage 5 of 7)
Product
Pocket
A clearer workspace for advisers.
The adviser workspace for organising case information, documents and review work, connected to the UpCheckGo client experience.
Status: TestingTesting (stage 5 of 7)
No public link yet.
Illustration
What it is
PocketParaplanner is the adviser-facing side of a developing platform for financial-advice workflows. It brings case information, documents and review steps together, while the connected UpCheckGo experience helps clients complete their part of the process.
Why it exists
Help advisers spend less time piecing together information and more time reviewing a clear case record.
Where it’s at
Testing. Being tried out, broken and fixed.
Core workflows are being tested. Further mobile interactions are being prototyped; public access is not open.
What we’re aiming for
- Refine the adviser workspace and connected client journey through testing.
The direction of travel, not a promise. Plans change as things get built.
PocketParaplanner supports adviser workflows. Advice and decisions remain with the adviser.