FrozenPension Pro gives your firm multi-tenant security, bulk client management, portfolio analytics and one-click tracing — so your advisers spend less time hunting paperwork and more time advising.
Everything your firm needs to find lost pots, run consolidation analysis and report back with confidence.
Upload thousands of clients with CSV. Validate, preview and import in seconds.
Run tracing across your entire book with live progress, idempotent per client.
Total pots found, fees uncovered, consolidation potential — at-a-glance KPIs and 30-day series.
Row-level isolation. Firms only ever see their own clients. Principal / Adviser / Admin roles.
Logo, brand colours and messaging on your client-facing pages.
Generate beautiful client-ready reports and let the AI explain options in plain English.