Client access and identity
Agree how clients enter, which firm identity they see, how access is managed and where the experience lives.
A firm-branded client experience
The relationship is yours.
Bring more intelligence to it.
Explore a financial intelligence experience under your firm’s brand, built around your clients’ portfolios and your investment method. Mool provides the research and workflow capabilities to build from.
Your firm/Your client experience
The relationship stays yours
Intelligence around
each client’s portfolio.
01
A connected portfolio
02
A relevant update
03
An answer with evidence
04
Your firm's perspective
Built around your clients and your method
Illustrative firm-branded experience. Branding, client access, integrations and rollout are scoped with Mool.
A service designed around client moments
Keep the portfolio in view.
Keep the conversation relevant.
Use these moments to define your service with Mool. They describe a deployment to scope, with the client journey and delivery agreed for your firm.
01
When a client joins
Define how the client brings portfolio context into the service, through a supported connection or reviewed statements. Decide which holdings and questions the service should address.
02
When something changes
Design the update experience around the holdings and markets that matter to the client. Define delivery, adviser involvement and the depth available behind a headline.
03
When a client asks why
Make room for questions about a company, a holding or a portfolio. Use sourced research and explicit assumptions to give the conversation substance.
04
When it's time to review
Bring portfolio analysis, financial models and the firm’s perspective into a review. Branded editable deliverables can support the adviser and the client conversation.
Existing foundations
The depth behind
the client experience.
Evaluate the underlying capabilities in Mool today: company research, named portfolios, weekday briefs, follow-up analysis, firm playbooks and branded Office files.
- Research with sources, periods and calculations available to examine.
- Separate personal, client and fund portfolios with their own sources and currencies.
- Playbooks on Firm shaped by your sample documents and explicit standing instructions.
- Editable files on Pro in the firm’s name, colour and logo, with revisions retained.
Define your deployment
Your brand is the start.
Scope the whole service.
Portfolio and data sources
Identify the accounts, statements, markets and instruments required. Confirm which provider connections and datasets can serve the rollout.
Your firm's investment method
Define how house research, approved perspectives, sample outputs and standing instructions shape the service.
Delivery and adviser involvement
Decide how updates and answers reach clients, and where advisers review or contribute to the experience.
Data handling and governance
Review permissions, privacy, storage location, research disclosures and your firm’s operational requirements.
Licensing and rollout
Agree the commercial scope, evaluation criteria, starting cohort and expansion path with the Mool team.
How to get started
A firm-branded client deployment is an institutional conversation, with configuration and integration agreed for your requirements. Published subscriptions give access to Mool’s workspace; they do not by themselves provision a client portal.
Bring your client-service brief