Financial advice for your clients through Altro
Altro is Equity & General's partnership programme for accountancy firms. You introduce a client who needs
financial planning, and an Equity & General Account Manager meets them, with the first meeting at no cost to the
client. Equity & General gives the advice and takes the regulatory responsibility for it, so your firm's own
permissions and professional indemnity cover stay as they are, and the client stays your client.
- 1
Your firm joinsA partner agreement, one call with Equity & General's Client Relationships Director, and an hour's training for the people who look after your clients.
- 2
You raise it with the clientA financial review at no cost to them, often at a meeting you already have booked.
- 3
Equity & General advisesThe fact-find, research, recommendation and suitability report, under Equity & General's regulation.
- 4
You follow the progressWith the Altro Portal, the steps taken for each client you introduced.
Software and automation for your practice from Chivvy
Chivvy Ltd makes Accountin. It also builds software for accountancy practices when the job is specific to how a
firm works, around the systems the firm already runs, at a fixed price agreed before any work starts. Practice
management, time recording, client ledgers, the portal and the inbox can be joined into one system the firm owns.
Chivvy's operating leadership service, Optivo, provides a COO for founder-led firms.
- 1
AI for practicesClient emails, HMRC letters, query lists and accounts pre-checks drafted by AI, with someone in the firm deciding.
- 2
Practice automationRecords chasing, deadline reminders, new-client set-up, AML re-checks and query lists.
- 3
Practice reportingClient packs without a spreadsheet rebuild, and the practice's own recovery, work in progress and lock-up.
- 4
Operating leadershipThrough Optivo: a fractional COO at £4,000 a month, an interim COO from £1,200 a day, or an Integrator at £5,000 a month, plus VAT.
