Your team's admin, done automatically.
OPWTools plugs straight into your practice-management system and automates the repetitive work — onboarding, letters of authority, annual reviews, document packs and compliance checks — so your people get hours back every week and nothing slips through the cracks.
What we automate
Switch features on one at a time — it's one secure connection, not a dozen separate projects.
Lead capture → your CRM
Web enquiries create a client record automatically, routed to the right adviser with a follow-up task.
Letters of Authority
Clients sign on their phone; the signed PDF files itself into the back office — one per provider.
Annual reviews
Due dates trigger booking invites and prep tasks. Reschedules sync themselves. No one chases by hand.
Digital fact-find
Clients complete it online; the answers write straight into their record — no re-keying.
Valuation packs
Pull live values into a branded report, filed and sent — at the click of a button.
Compliance reports
Spot clients paying fees without a delivered review — before the regulator does.
How it works
One secure integration, set up once. Then the buttons do the rest.
Connect
We securely connect to your back-office system. Your keys stay on the server, never in a browser.
Automate
Pick the tasks to automate. Each one reads and writes straight into your system — no double entry.
Get time back
Your team stops doing the manual admin and spends its time on clients instead.
See it on your own firm's workflow
A 20-minute walkthrough of the tools and how they'd plug into your back office.
Book a demo