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Command Deck: Your central control hub for wealth management

Take control of your advice practice with performance reporting and data validation. Command Deck, powered by Contengo, connects your platforms and back office systems to deliver the intelligence you need to grow your practice and serve clients with confidence. 

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SOLUTIONS ADV – Client Onboarding & Engagement

Transform scattered data into strategic advantage

Between managing multiple platforms, reconciling client information and producing performance reports, you face a constant challenge: your data lives in too many places. Command Deck solves this by ingesting transaction and client data from across your technology stack, creating a centralised control module that turns fragmented information into actionable intelligence. 

This integration delivers visibility across your entire advice practice. You can monitor portfolio performance, validate data accuracy and identify growth opportunities without switching between systems or manually reconciling spreadsheets. 

KEY FEATURES

Command Deck

Regular performance insights

Command Deck provides money-weighted performance reporting. Your clients gain transparent visibility into how their portfolios are performing and what factors are driving those results. This clarity strengthens trust and enables more informed decisions. 

The platform calculates true performance by accounting for actual cash flows and transaction timing, giving you and your clients an accurate picture that goes beyond simple time-weighted returns. When performance conversations happen, you have the data to back them up. 

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
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Eliminate manual data entry across your advice process

Your cashflow planning accuracy depends on real-time data so your financial plans reflect reality, not outdated snapshots. When clients ask 'what if' questions during meetings, you can answer them immediately with confidence.

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
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Centralised fee visibility and cost monitoring

Platform charging data feeds directly into Command Deck, giving you centralised visibility of all fees across your client base. You can monitor costs, enhance transparency and produce client reports that clearly show the value you're delivering. 

When fee questions arise, you have the answers immediately. This transparency supports stronger client relationships and more straightforward suitability reporting. 

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
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Integration with your existing technology

Command Deck integrates with major adviser platforms and back office systems including Intelliflo, Xplan, AJ Bell, Transact, Nucleus, Parmenion and others. The service connects to your existing technology, rather than requiring you to change how you work. 

This integration means data flows automatically between systems. You maintain your current workflows while gaining the intelligence layer that sits above them. 

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
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Capable of handling complex environments

Command Deck users oversee a combined total of £19 billion in assets under advice, with this proven track record demonstrating the platform's ability to handle complexity at scale. 

The technology has been refined through years of serving financial advisers who demanded better data management, clearer performance reporting and stronger client engagement tools. 

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
Request a meeting

Take control of your advice practice

Command Deck delivers the visibility and control that growing advice practices need.
Whether you're managing 100 clients or 1,000, the platform scales to meet your requirements while maintaining the data accuracy and performance insights that drive better client outcomes.
Contact our team to see how Command Deck can transform your practice management and client reporting capabilities.
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FAQs

Frequently asked questions

Command Deck ingests transaction data, client information, platform valuations, fee data and performance metrics from your adviser platforms and back-office systems. The platform standardises this information into a unified format, enabling comprehensive analysis across your entire client base. 

Money-weighted returns account for the actual timing and size of cash flows into and out of portfolios, providing a true picture of how investment decisions have performed for each client. This differs from time-weighted returns which remove the impact of client contributions and withdrawals, giving you and your clients more accurate performance attribution. 

Command Deck connects to major adviser platforms including AJ Bell, Transact, Nucleus, Parmenion, Pershing, Aegon, Scottish Widows, and back office systems including Intelliflo, Xplan and Wealthcraft. Additional integrations are regularly added based on client requirements. 

The platform enables you to monitor portfolio performance against simulated alternatives and benchmark returns, creating evidence that demonstrates the value of your advice. This comparative analysis supports Consumer Duty reporting requirements by showing how your recommendations deliver good client outcomes. 

Command Deck enhances rather than replaces your reporting capabilities. You can’t report well without clean data to report on. The platform provides the data foundation and performance calculations that feed into client communications, whether through FE CashCalc client portals, your CRM system or standalone reports. You maintain flexibility in how you present information to clients. 

The platform scales from smaller practices managing tens of millions in assets to large firms overseeing billions. Current users range from boutique advice firms to larger organisations with hundreds of advisers, all benefiting from centralised data management and performance reporting. 

Implementation timelines vary based on the complexity of your technology stack and the number of platform integrations required. Our onboarding team works with you to connect your systems, validate data flows and ensure accuracy before go-live.  

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