How it works

Simple for you. Clear for your client.
Controlled for the advisory team.

You can introduce, monitor and support the client relationship without ever crossing into regulated advice.

1

Join as an accountant partner

A simple partner agreement — no FCA registration or PI changes for your firm.

2

Invite clients into the portal

Invite clients, or raise an opportunity straight from a client meeting.

3

Clients complete their Health Score

A Financial Health Score and fact-find capture their personal position.

4

Altro identifies needs & next steps

The platform surfaces advice needs, risks and priorities to act on.

5

Advisers handle the advice

Regulated E&G advisers deliver the advice while you stay informed.

The client journey

From a first conversation to
advice they can act on

Every client moves through the same clear, well-supported path — and you can see exactly where they are at any point.

1 Invite

Open the door

The accountant invites the client into Altro, or raises an opportunity from a client meeting.

2 Score

Financial Health Score

The client completes a Financial Health Score across the key areas of their personal finances.

3 Fact-find

Go deeper where it fits

Where appropriate, they complete a fuller fact-find and Personal Survival Budget.

4 Review

Adviser review

The adviser reviews the information, confirms needs and agrees next steps with the client.

5 Advice

Regulated advice

Recommendations, suitability and implementation are handled by the regulated adviser.

6 Ongoing

Stay close

You stay close to the relationship and track progress through the partner portal.

An adviser talking a client through their financial plan at a desk
Regulated advice, handled end-to-end by Equity & General
Why firms partner with Altro

Support the business owner behind the business

Most accountants know their clients need better financial planning, but rarely have the time, confidence or materials to open the conversation. Altro gives you the structure — and keeps the regulated advice exactly where it belongs.

Deeper client relationshipsSupport the person behind the business, not just the accounts.
Better conversationsStructured tools instead of vague "do you need advice?" questions.
More joined-up adviceConnect accounting, business planning and personal financial planning.
No need to become regulatedThe regulated advice process is handled by Equity & General.
A sensible new revenue streamBuilt around genuine client needs, not product-pushing.
Marketing & education support

You never have to write a word
of financial content

Altro supports partner firms with simple education, practical campaigns and client-facing assets — all compliance-aware and ready to use.

✉️
Client email & social campaigns

Retirement, protection, profit extraction, surplus cash and financial confidence.

🎓
Team training

Help your people spot advice triggers during accounts, tax and advisory meetings.

🎤
Webinars & events

Invite clients to sessions under your own trusted relationship.

💬
Scripts & conversation prompts

Simple prompts for partners and client managers — know what to say and when.

🛡️
Clear compliance boundaries

Know exactly what you can say, and when to refer to a regulated adviser.

📈
Partner dashboard

See pipeline, opportunities and adviser updates in one place — readable in a minute.

Ready when you are

Add a complete financial-planning arm to your firm

No cost, no FCA obligations, and a partnership manager who does the heavy lifting with you.

Register your interest → Get the free partner guide