MyBrokers helps turn client engagement into a structured business growth system.
Advisory firms rely on trust, communication and referrals, but most firms are still trying to manage client engagement through email, phone calls, newsletters, social media and individual adviser effort.
That creates gaps.
Clients miss updates
Referrals go untracked
Advisers become time-poor
Firm owners lose visibility
Growth becomes personality-led instead of system-led
How It Helps Advisors
MyBrokers gives advisers a simple way to keep clients informed between meetings, staying visible without adding more manual work.
Stay front of mind
Share updates quickly
Give clients a modern way to engage
Encourage referrals naturally
See what content clients are interested in and engaging with
Spend less time chasing and more time advising
Receive client-led referrals directly on your phone
Receive client comments on your published content
Because Even If You’re Not Thinking About Selling Your Business, You Should Always Be Looking At Increasing Its Value.
For Advisors, Relationships Are The Business.
But staying consistently engaged is hard.
How It Helps Firm Owners
Firm owners need more than communication. They need visibility, structure and transferable business value.
MyBrokers helps advisory firms move from adviser-dependent activity to a firm-wide engagement system.
It supports consistent communication, structured referrals, stronger client retention and better visibility across the business. That can help reduce key-person risk and create a more valuable, scalable firm.
How It Helps Clients
Clients want useful, trusted communication from the adviser or firm they already know.
MyBrokers gives clients one branded place to access:
Firm updates
Market commentary
Videos and podcasts
Event invitations
Relevant opportunities
Messages and reminders
Referral options
The HUB
Your private content channel for clients.
The HUB gives your firm and advisers a direct line to clients, publishing content straight into your branded app, on your clients’ phones, where your message is always one tap away.
Flexibility and Integration
White-Labelled Experience - your brand, your client journey
Enterprise Security & Compliance - GDPR / FCA-appropriate controls
Open API Integration - works with your existing systems, not replaces them
Real-Time Engagement Analytics - see what your clients engage with most
App-as-a-Service
Your own branded app, without building one from scratch.
MyBrokers gives your firm the benefits of a branded client engagement app without the cost, time and operational burden of developing and maintaining your own technology.
