Become the one-stop workspace for your firm's clients, advisers and compliance — from first enquiry to final review. UK IFAs use Bloom to consolidate CRM, suitability, cashflow, RMAR and team collaboration into one connected operating system that links every feature back to the raw client data.
| DATE | PROVIDER | CLIENT | TYPE | AMOUNT |
|---|---|---|---|---|
| Apr 30 | Transact | Helen Moore | Ongoing | +£412.50 |
| Apr 29 | AJ Bell | Robert Chen | Initial | +£2,145.00 |
| Apr 28 | Aegon | Sarah & Paul Kim | Ongoing | +£1,080.25 |
| Apr 28 | Royal London | Graham Lane | Pending | £685.00 |
| Apr 27 | Pru | David Hartley | Ongoing | +£222.80 |
Most CRMs end up with stale spreadsheets, duplicated records and compliance bolted on top. Bloom's architecture puts the client at the centre — and every tool, report and review pulls from the same living record.
Personal details, pensions, ISAs, property, debts, risk profile and Consumer Duty flags — one record that syncs automatically from your integrations so nothing goes stale. Write a note once, every adviser and paraplanner sees it.
Cashflow projections, 23 calculators and scenario modelling all pull from the client record. Model drawdown, crystallisation and gifting in real time — and publish a branded PDF to the client portal in one click.
Slack-style team chat with per-client discussions and a compliance sign-off workflow. Every decision writes an immutable audit row — so your FCA file reviews become twenty minutes of evidence-gathering instead of two days.
Fair-value, target market and vulnerability flags captured as you advise — not bolted on quarterly. GABRIEL returns, Consumer Duty MI and fee reconciliation all generate from the same client record in one click.
Schedule a Zoom, Teams or Google Meet meeting in Bloom and the Bloom Notetaker joins automatically, records, transcribes, and produces a structured AI summary. Suggested updates to the client record (income changes, marital status, sold properties) appear with the literal transcript quote that triggered each one — tick the ones you want, click apply, and Bloom writes them through with a full audit trail. Saves 15-30 minutes of post-meeting write-up per client.
Summary
Suggested updates · tick to apply
Bloom integrates with the platforms and tools UK advisers already use
UK Wealth Platforms
Tools & Apps
Real brand assets in /apps/web/public/logos/ — used with each provider's standard partner-logo allowance.
From solo IFAs to multi-office networks. One platform, priced per adviser — admin and paraplanner seats are always free.
Replace a three-tool stack with one system. Run your practice, advise your clients, publish branded suitability reports, and claim your time back.
Delegate safely. Role-aware visibility means paraplanners and directors see everything, advisers see their own clients, and compliance has the audit trail it needs.
SSO, SAML, consolidated RMAR returns across all offices, white-label branding per firm, and SLAs that match your compliance requirements.
Explore how Bloom fits other shapes of the advice profession.
Free 14-day trial. Migration from your old CRM handled by our team. No credit card, no lock-in.