The client record, as long-term as the client.
Wealth clients expect one thing above all: that their advisor knows the whole story. WhatsTeam keeps the whole story with the firm — every conversation, every decision, every year.
A handover that doesn’t feel like one
A senior advisor retires after fifteen years with the firm. Her clients barely feel the transition — because the story stayed with the firm.
Week 1
Six years of context, read before hello
Before the first meeting, the incoming advisor reads years of conversation: the children’s school fees, the flat bought in 2021, how the client reacted in the 2022 downturn. He walks in already knowing the family.
Week 3
A wobbly market, a steady voice
Markets dip sharply overnight. AI drafts calm, personal check-ins in the advisor’s own style for the clients most likely to worry; he reviews each one before it goes out.
Week 6
“As we discussed in March…”
A client references a decision from a March conversation. One search pulls up the exact exchange — no awkward pause, no asking the client to re-explain their own portfolio.
Quarter end
The book stayed whole
Every relationship transferred with its full history. Not one client had to start over — and not one thread left in a retired advisor’s handset.
What keeps going wrong
The relationship is the advisor’s, not the firm’s
When a senior advisor departs, years of context — family situations, risk appetite, past decisions — leave in one phone.
Advice with no paper trail
Recommendations and confirmations made over chat with no organised record. That’s a client-trust problem and a record-keeping problem in one.
Handovers lose the nuance
A new advisor inherits a name and a portfolio number, but none of the conversations that explain why the client invests the way they do.
How WhatsTeam fixes it
Complete conversation records
Every discussion is backed up and searchable — the full context behind every decision, kept in a way that works with the record-keeping duties of licensed firms.
Handovers with full history
A new advisor reads years of conversation before the first meeting and arrives already knowing the client.
AI drafts in the advisor’s own voice
Market updates and check-ins drafted to match how each advisor writes — reviewed by them before anything is sent.
Permission-scoped access
Admins control exactly which team members see which client conversations. Sensitive relationships stay on a need-to-know basis.
The firm keeps the relationship — and the context that makes it valuable.
Every WhatsApp client conversation, owned by the company.
Owners protect the client base and stay ahead of regulatory risk; managers handle handovers and staffing without losing a thread. One console for all your business numbers.