Every client reviewed on time — all year, every year.
AdviserReviews keeps your ongoing-service clients on a steady rhythm: review cycles scheduled, reminders automated, FDS & opt-in tracked. No missed reviews, better retention, compliance handled.
A missed review is a lost client — and a compliance risk.
Ongoing-service obligations don't pause. Annual reviews fall due, FDS windows open and close, opt-in renewals expire. Tracking it all in spreadsheets and memory means reviews slip, clients churn, and the audit trail has gaps.
Reviews quietly fall overdue
When a client's review date isn't actively tracked, weeks turn into months. The client feels forgotten — and starts shopping around.
FDS & opt-in deadlines creep up
Fee Disclosure and opt-in renewals run on strict timelines. Miss a window and you risk losing the fee — and falling out of compliance.
No single view of who's due
Without one cadence, you can't answer the simplest question: which clients are due, overdue, scheduled or done this month?
Servicing history lives in heads
When the last review, the next one, and the evidence trail aren't recorded in one place, every audit becomes a scramble.
One steady rhythm for every ongoing-service client.
AdviserReviews turns your service obligations into an automatic cadence — scheduling reviews, sending reminders, and keeping the compliance trail intact, so nothing slips.
Review-cycle scheduling
Set each client's review frequency once. AdviserReviews rolls cycles forward automatically — annual, six-monthly, or your own cadence.
Automated review reminders
The right nudge at the right time — to you, your team, and your client — so a review is booked well before it falls due.
Service calendars
A living calendar of every client's service obligations — see the year ahead and balance workload across months and advisers.
FDS & opt-in tracking
Track Fee Disclosure Statements and opt-in renewals against their deadlines, with a clear status and evidence trail for every client.
Review-status dashboard
One view of your whole book by status — due, overdue, scheduled and done — so you always know where every client stands.
Client servicing history
A complete, time-stamped record of every review and disclosure for each client — your audit trail, ready when you need it.
Know exactly who's due — before they ever go overdue.
The review-status dashboard is your single source of truth. Every client sits in one of four states, updated automatically as cycles roll forward and reviews are completed.
See the whole book at a glance
Filter by status, adviser, or month and act on what matters this week.
Catch overdue early
Clients approaching their due date surface automatically — long before anything lapses.
Prove compliance instantly
Every completed review and disclosure is logged with dates — ready for audit.
From service obligation to steady cadence in three steps.
Set the cadence
Import your ongoing-service clients and set each one's review frequency, FDS date and opt-in terms. AdviserReviews maps the year for you.
Let it run
Cycles roll forward automatically and reminders fire on schedule, so reviews get booked early and nothing waits on someone remembering.
Review & record
Complete each review, log the disclosure, and the dashboard updates — keeping your whole book on time and your audit trail complete.
What practices get back.
Every client serviced on time
A reliable cadence means no review ever quietly slips through.
Higher client retention
Clients who are reviewed on schedule feel looked after — and stay.
Compliance handled
FDS and opt-in deadlines tracked automatically, with the evidence on file.
Protected ongoing-service revenue
No lapsed fees from missed disclosures or expired opt-ins.
Less admin, calmer months
Workload spread evenly across the year instead of end-of-period panic.
Audit-ready in minutes
Complete servicing history for every client, available on demand.
See your whole book on one steady cadence.
Send us a few details and we'll arrange a walkthrough using the way your practice actually runs ongoing service and reviews.