The annual review
Without Amplexio
It was due. It just never showed up in the calendar.
With Amplexio
The follow-up is in your priorities – with last time’s notes.
For financial & insurance advisers
Client relationships that think ahead.
Keep clients, conversations, follow-up dates, life events and referrals in view – in one place.
Live in the App Store now. In the beta programme you use Amplexio free for 6 months – with a personal conversation. No training needed.
Get it on the App Store Beta programme (free) Google Play: in development, soon- Financial advisers
- Insurance advisers & brokers
- Financial planners
- Existing-client care
Gold Stevie® · AI Startup
Bronze Stevie® · AI Application
- EU-hosted
- GDPR-native
- No AI training on your data
- Export anytime (JSON & PDF)
- Works offline
Advice doesn’t end at signing.
- “When was our last annual review?”
- “Didn’t he mention a baby on the way?”
- “Who referred me back then?”
- “Which follow-up is due this month?”
Follow-up dates scattered across the calendarLife events only in your memoryConversation notes without contextReferrals that never get followed up
Amplexio reminds you at the right time.
Not selling more. Caring better.
Being there for the right person at the right time turns existing clients into long-term relationships. Amplexio adds exactly this relationship layer to your specialist software.
Clarity · Trust · The long run
How it works
Three steps. No setup marathon.
- 01
Install & sign in
No setup, no training.
- 02
Capture as it happens
Contact, note, next step – in seconds.
- 03
Know every morning who’s next
Amplexio shows you your priorities.
From first meeting to long-term care.
- 01
Prospect
Capture the contact and the occasion.
- 02
Advice
What matters to this person?
- 03
Signing
Update the status – the relationship begins.
- 04
Follow-up date
The next date is set.
- 05
Life event
Wedding, baby, move, retirement – remember in time.
- 06
Referral
Happy clients refer others.
The real app
This is what it looks like in Amplexio.
Structure for long-term care.
Client profiles
Personal details, family, interests and notes – clearly per client.
Follow-up dates
Dated tasks, so no annual review gets lost.
Life events & occasions
Birthdays and personal occasions as reminders.
Conversation history
Calls, messages, notes and appointments per client in one timeline.
Dormant contacts
A nudge when a client relationship has been quiet too long.
Referrals
Note who referred whom – and say thank you.
Message assistant
A first draft for the occasion – you decide.
Growth radar
In developmentAnalyses of client profiles and reactivation.
From everyday life
Before. After.
The life event
Without Amplexio
The baby arrived in spring. You found out in autumn.
With Amplexio
You noted it – and get in touch when it matters.
The referral
Without Amplexio
A new client came through someone – you don’t remember who.
With Amplexio
The referral is in the history. You say thank you personally.
“But …”
I already use broker management software.
Keep it. Amplexio doesn’t replace contracts, tariffs or documentation – it takes care of the relationship behind them.
My client data is sensitive.
Data in the EU, no AI training, export anytime. Use Amplexio for the relationship layer – not for contract or account data.
Won’t it feel salesy?
It’s about care: you get in touch because something happened in your client’s life – not because a quarter ends.
FAQ
Does Amplexio replace my advice documentation?
No. Legally required documentation belongs in the systems designed for it. Amplexio adds the relationship layer.
Where is my data stored?
In the EU. Your data is never used for AI training and can be exported as JSON or PDF.
Can my office work together?
With Plus+ up to three people share contacts and tasks (+€5 per additional person).
What does it cost?
In the beta programme you use Amplexio free for 6 months – with a personal conversation and a 6-month voucher. Otherwise, in Early Access, €3 per month for the first 3 months, then the regular Core price. Cancel monthly.
The right person, at the right time.
Turn existing clients into long-term relationships.
Keep your client relationships in viewLive in the App Store now. In the beta programme you use Amplexio free for 6 months – with a personal conversation. No training needed.
Get it on the App Store Beta programme (free) Google Play: in development, soon
