The OptiBroker Solution

OptiBroker improves the customers experience and insures a communication platform that assists the adviser in the day-to-day running of a business whilst maintaining compliance.

OptiBroker takes over the chasing of documentation, which can instead be requested at the click of a button. GDPR and other regulations are met without any input from the adviser; the responsibility to provide factual information is placed on the customer, freeing up the advisers the time to advise.

Why Choose OptiBroker?

Document requests

Requesting documents and information can be achieved by an adviser in under one minute.The customer is provided with concise and simple instructions, allowing affective interaction between customer and adviser. The documents are reconciled against each request meaning customers and advisers can see at a glance, what is outstanding.

Time Saving

Hard facts are gathered with little or no adviser input. Documents are gathered or chased with little or no adviser input. The system creates an audit train for essential compliance documentation. The adviser can allocate access in under 30 seconds and request fact finds and documents in the other 30 seconds. Leaving the adviser time to advise and ensure conversations with the customer and personalised to the customer.

Document Creation

Once your client has filled their form out, we can generate documents based on pre-set template documents, which will then be uploaded straight to your clients portal, cutting out the hours of manually filling in letters and documents

Ease of Use

We have spoken to over 100 users who had never used the system. All said they could use it with no instruction

Secure messaging system

Our system allows staff-to-client and staff-to-staff messaging, utilising notifications, to keep you connected

Digital forms

We create a personalised form for your business to gather data about your clients, giving you the ability to can accept and re-request data at any point. A digital copy can be downloaded, once the form is completed


Affordable to both small and big businesses. Buildable over time allowing companies the ability to budget, enhance and grow the system in line with their needs

Safe and Secure

We are GDPR compliant, document storage is AS256 encrypted, data is encrypted for transmission and decrypted for the end user

Automated Reminders

No need to chase clients up for outstanding documents, payments or forms, the system automates this for you with texts and emails

Dedicated Personalised Databases

For next level scalability and security (servers in UK for GDPR). Gather the information you want and need to ensure the advice you give is the right advice


advisers can update clients, estate agents and solicitors in one click. This communication is encrypted and secure


We identified that every company will have different requirements, so we built a modular micro-service application. This enables us to give our clients the ability to build their own stack to meet their optimal process

Our satisfied customer says