Financial advice keeps moving. Its software should keep up.
Chunkbase is a small company building the working system for financial advice. This page is about who is building it, how the work is being learned, and what we can be held to.
A company for the work between meetings.
I started by asking people what they actually do all day.
FOUNDER, CHUNKBASE LTD
SCOTLAND
Every conversation I had with an advice firm ended in the same place. The hard part was never the meeting or the writing. It was the layer in between: reconciling what a client said against what the firm already held, finding the document that settles it, and knowing what is still outstanding and who owns it.
That work is invisible. It does not appear on a diary, it is not what anyone was hired to do, and no system in the firm holds it. It is also where the risk sits, because a recommendation is only as defensible as the record underneath it.
Chunkbase exists to make that layer explicit rather than remembered.
The principles stay fixed as the system grows.
Evidence, uncertainty, judgement, firm practice and time, with claims we can show our working for.
Evidence keeps its address
Every material claim should lead back to the conversation, document or rule that supports it.
Uncertainty stays visible
Missing, conflicting and potentially outdated information should remain clear until someone resolves it.
Human judgement remains explicit
Chunkbase can prepare, explain and organise. The adviser and the firm decide what the evidence means and what happens next.
The firm shapes the workflow
Roles, permissions, policies, templates and review steps should reflect how the firm actually works.
Time is part of the record
The system should preserve what was known, what changed and which decision followed.
Claims are testable or they are not made
Anything we assert about what the product does is something a firm should be able to check, which is why a method and its limits are published alongside any finding.
The details you need to check us out.
Chunkbase is a registered UK company. If your firm needs anything further for its own due diligence, ask and we will send it.
Chunkbase is software. It is not a financial adviser, it does not give regulated advice and it does not make suitability decisions.
Show us how your firm actually works.
Bring us one workflow that still involves copying, checking or chasing. We will map it with you, build a small test and bring it back for your team to try.
The short version.
What is Chunkbase?
Chunkbase is an early-stage wealth technology company building a working system for financial advice. It starts with meeting capture, sourced client facts and adviser review, with a broader mission to connect the evidence and unfinished work around each client case.
Who is Chunkbase for?
Chunkbase is being built with advice firms, including advisers, paraplanners, administrators, compliance teams and firm leaders.
What can a firm test today?
A firm can test the meeting-to-review workflow using fictional, dummy or appropriately approved material: capture a conversation, inspect sourced proposed facts, review missing or conflicting information and prepare the next handoff.
Does Chunkbase replace the adviser?
No. Chunkbase organises evidence and work. The adviser and the firm remain responsible for interpretation, suitability and the decisions that follow.
How do you decide what to claim about the product?
If a claim cannot be checked, we do not make it. Anything we assert from our own research is published with the method, sample and limits behind it, and what works today is kept separate from what is being built.
How can a firm work with Chunkbase?
Start with one workflow that still involves copying, checking or chasing. Chunkbase will map it with the firm, agree a small test and bring it back for the team to try. Work with firms is private by default.