“Who has the latest version?”
Inbox searches. Different spreadsheets. Unclear responsibilities. The same details requested again.
YOUR FAMILY AFFAIRS, CLEARLY IN VIEWYour family.
Your family.
A clearer view.
One family workspace for your records, documents and trusted advisers. More time for life. A clearer picture of what matters.
Explore a fictional family. No sign-in needed.A place for the detail.
More space for life.
Not every family looks the same. But the need to feel informed, organised and ready for the next conversation is something we share.
Time Less searching for the same information.Certainty Know where the record comes from.Control Decide what is shared and with whom.
A FAMILIAR PROBLEMLife is connected.
Life is connected.
Your information rarely is.
One person knows the insurance. Someone else holds the pension paperwork. Your adviser has the latest valuation. When a question comes up, the search starts again.
And when circumstances change, that scattered information becomes everyone’s problem. Hiveview gives your family a shared starting point.
“Here’s the record. Here’s the next step.”
People, records, evidence and actions connected. A useful picture for the conversation ahead.
FROM FAMILY LIFE TO FAMILY DETAILThe calm of knowing
The calm of knowing
where to start.
One starting point for the details behind everyday life. Look at one person’s records, or step back and see the family together.
Step inside Hiveview →Each person. The whole family.
The detail that matters.
Start with the people, build their records, then move between an individual view and the family picture.
A profile for everyone
Connect pensions, cover and other records to each family member. Children have their own place in the picture too.
Evidence alongside the record
Keep important documents in the family workspace. Share the documents relevant to an adviser’s task, without sending the whole family archive.
Advisers in the right place
Invite contributions to a selected task, or give an insurance adviser continuing access to their area. Review proposed changes where approval is required.
Conversations that lead somewhere
Review selected Fireflies meeting notes and capture the follow-up. Keep decisions useful after the call ends.
Reports with a clear scope
Prepare, print or download a report for one person or the whole family, using the records and values you have entered.
Responsibilities you can see
Keep recorded actions and dates in view. Make it easier to understand who is looking after what, and what still needs attention.
Less “I’ll have to find that.”
More “Let’s look at it together.”
Calm comes from a useful picture, understandable responsibilities and a practical next step.
You don’t need to organise everything today.
Add your people
Create profiles for the family members whose records you want to organise.
Bring in one useful record
Start with a policy, pension or document. Add the details you have; come back for the rest.
Make the picture useful
Connect the relevant adviser, review an action, or prepare a report for your next conversation.
FOR TRUSTED ADVISERSA place to contribute.
A place to contribute.
A family that feels better informed.
Hiveview supports the relationship you already have with your client. Help them maintain the relevant records, keep evidence close and prepare for a more useful conversation.
Discover the adviser experience →Every family has a different starting point.
Explore three illustrative stories: organising life with children, preparing for retirement and sharing responsibility across generations.
Explore the stories →A few things you may be wondering.
Is this just for one person?
No. Hiveview is organised around the family. Individual profiles and reports sit alongside a consolidated family view.
Does my adviser see everything?
Access is scoped to what you share. Selected task links and continuing insurance access support different needs. Access can be revoked; copies already downloaded cannot be recalled.
Does Hiveview replace my advisers?
Your advisers continue to provide their expertise. Hiveview helps keep the underlying records, documents and responsibilities organised.
Can I try it before talking to you?
Yes. The public demo lets you explore selected journeys with fictional records. A personal walkthrough can cover the wider platform.
YOUR NEXT STEP
See what a clearer picture feels like.
Explore a family workspace, or talk to us about the things you want to bring together.