Technology for Advisers
Powerful tools designed to help you grow your business
At Gladstone Associates Provident, we build technology that works for advisers. Each of our apps solves a real challenge โ from generating a steady flow of qualified leads to turning happy clients into referrals and simplifying complex investment documentation. Explore the suite below.
ReferralsMagic
A platform that helps advisers systemise one of the most valuable growth channels available: client referrals. Instead of hoping referrals happen naturally, ReferralsMagic creates a structured process that makes it easier for clients to recommend you โ and easier for prospects to engage.
It works quietly in the background while you focus on delivering outstanding advice, turning satisfied clients into a consistent source of new business.
Lean Green Lead Machine
Most advisers have systems for serving clients. Very few have systems for consistently finding new ones. Lean Green Lead Machine creates a predictable flow of introductions to high-net-worth individuals through a proven LinkedIn-based methodology.
The objective isn't more activity โ it's more conversations with the right people: expats, executives and business owners, with warm introductions rather than cold outreach.
Note Assist Pro
Our newest app โ an AI-powered tool designed to help advisers present structured notes with confidence. Upload a structured note Term Sheet or Factsheet and instantly receive a clear, client-friendly summary explaining how the investment works, its key features and the potential benefits for investors.
Complex technical information is transformed into straightforward language clients can easily understand. The platform also automatically generates professional, personalised client emails โ saving valuable time while helping you deliver a consistent, professional client experience.