Afternoon Finance
Join Afternoon Finance
Supporting Information
For more information about the role(s), download the guides below:
The Challenge
Financial advisors are weighed down by outdated, inefficient processes and fragmented systems that make their jobs harder than they should be.
Data quality is often poor—manually entered, handwritten, and lacking structure, auditability, and reliability. Information is frequently incomplete, stale, or biased, making it difficult to build a full and accurate picture of a client’s financial life.
Advisors are also forced to work across multiple disconnected systems, many of which are clunky, unintuitive, and not designed with user experience in mind. The result is time-consuming, repetitive admin that takes advisors away from doing what they do best—giving advice.
This inefficiency comes at a high cost. The burden of collecting and verifying data manually, combined with subpar technology, drives up the cost of delivering financial advice.
Meanwhile, the regulatory landscape continues to demand more. Manual processes and inconsistent data across siloed systems increase compliance risk in an industry where accuracy, transparency and traceability are non-negotiable.
The Solution
Afternoon Finance is transforming how advisors work by introducing an AI-first operating model explicitly built for financial advice. More than just digitisation, Afternoon brings intelligence to the core of advisory workflows - automating data collection, streamlining processes, and surfacing insights in real-time.
What makes Afternoon different is its ability to combine data from any source into a single, structured, always up-to-date view. This ensures advisors are working with accurate, complete, and trustworthy information at all times.
By applying advanced AI and machine learning, Afternoon automates and integrates each part of the advisory process - eliminating manual tasks, accelerating compliance, and uncovering insights that humans alone could easily miss. What once took hours now takes seconds, empowering advisors to focus on delivering value, not chasing data.
The Afternoon Vision
Afternoon is the #1 platform used by advisors globally
- $126 trillion AUA / $18.2 bn p.a. advice software market
Afternoon dominates
- Great UX, easy to use, integrated seamless offering, AI automating processes 10x faster and easier
Advisors’ assisting 3x the number of clients
- Reducing the advice gap with lower client fees and higher profit
Afternoon’s integration and extension hub
- Enables other service and product providers to access client data for bespoke services and products
