Skip to content
menu-toggle
menu-close
Introducing

Fluid & AAW Wealth:
The Pefect Combo

When we set out to build Fluid some 7 years ago, we built it with a deep understanding of what SJP Practices want from a Paraplanning Case Management System.

So I am excited to show you what it can do and why so many other Practices choose Fluid. 

Click the video to watch your personalised demo.

Book A Call

What SJP Practices say about Fluid

Dan Healey Image

“It’s hard to pick a favourite feature as we use everything within Fluid.  But if pushed, we think that seeing how many cases you’ve got at a glance is especially useful. And the fact you can filter cases by name or Adviser is a quick win!

We also appreciate being able to gauge how busy each Paraplanner is.”

Daniel Healey - Managing Director
Mark Jones Image

"Fluid has been very useful in allowing us to allocate cases to our paraplanners and allow us to keep track of the cases at all times. The workflows have also been very beneficial for us to see the stage of each case. This has allowed all members of the practice to track their cases including the advisers and support staff. This has been beneficial for the advisers to update their clients also and allows us to manage expectations as a practice."

Wade Warren