Nokkel integrates property wealth into financial planning through an innovative, data-driven dashboard. Our B2B solution has been designed to equip financial planners and advisers to enhance the quality of their financial advice by ensuring that the latest data on someone’s (typically) largest asset is readily available so it can be considered as part of a wealth broader financial plan.

The Nokkel dashboard provides a comprehensive view of property wealth, including:

• Client property profiles and their contribution to holistic wealth

• Real-time property valuations based on market trends

• Insights to help advisers assess wealth that can be unlocked 

• [Comparable property data for benchmarking]

• Intelligent alerts on key property events, such as property on the market, mortgage expirations, remortgage opportunities, and market shifts

The dashboard enhances client conversations by:

• Offering proactive insights on property market movements that could impact client wealth and their financial decisions

• Providing a holistic financial picture, integrating property alongside other assets

• Identifying opportunities for unlocking property wealth, such as downsizing, equity release, or refinancing

Absolutely! The Nokkel dashboard is designed specifically for financial advisers with:

• An intuitive interface that simplifies complex property data
• Easy-to-read insights with clear, actionable recommendations
• Fast navigation so you can access key client data in seconds
• Minimal learning curve, ensuring you can quickly integrate it into your workflow

Our goal is to provide a seamless, efficient tool that supports best advice through the integration of a significant client asset .