Enhance your view of Holistic Wealth
Integrate Property Into Financial Planning and Unlock Property Potential
We all make better decisions when equipped with a complete financial picture. Property typically forms a significant component of an individual’s holistic wealth, which is why we integrate property. We’re here to provide essential property insights that empower financial professionals to help their clients make the best decisions.
40-70%
Real estate assets make up 40-70% of an individual’s wealth through retirement.
*Source: Office for National Statistics, UK Wealth and Assets Surve
£2.6tn
of UK housing wealth is held by individuals aged 65 and over, making it a crucial asset in retirement planning.
*Source: This is Money, analysis of UK housing wealth
Built for Limitless Financial Advice
Enhance Client Wealth Strategies with a Holistic View—Powered by Property Data
Property Profiles
Automated tracking of property wealth with data-driven insights to support holistic wealth planning.
Insights & Alerts
Stay proactive by using customised alerts and data-driven nudges that reveal financial planning opportunities.
Products & Solutions
Link clients to property-related solutions that support their life goals, from retirement and estate planning to managing cash flow and borrowing needs.
Client Reports
Generate clear, actionable reports that integrate property valuations with financial insights, equipping advisers to provide strategic, client-focused advice.
Connect Property Wealth in
Three Steps
With intelligent tools and insights, financial professionals can seamlessly integrate property into wealth management. Add your clients’ properties with ease, and let your client enhance their profile so you can provide valuable advice.
Add Client Properties
Automatically add your client to the Nokkel dashboard at the click of a button. Using our advanced automated valuation modelling capabilities, we use their primary address to estimate their property equity.
Develop Property Profiles
Invite your clients at the click of a button to Nokkel’s data-rich app so they can access the latest information on their property and develop their very own profile. As their adviser, you’ll get privileged access to utilise powerful predictive models to monitor property valuation and optimise financial strategies.
Provide Value-add Advice
Stay ahead with timely alerts and insights that empower you to guide your client in making the best decisions. Connect clients with relevant property-related products and solutions as part of an overarching financial plan.
Explore our Knowledge Hub
Access a range of resources and insights on the topic of property wealth.
Got Questions?
What is Nokkel and who is it for?
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.
What types of data can I access through the dashboard?
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
How can the dashboard support my clients' financial strategies?
The dashboard enhances client conversations by:
- Providing a holistic financial picture, integrating property alongside other assets
- Identifying opportunities for unlocking property wealth, such as downsizing, equity release, or refinancing
- Offering proactive insights on property market movements that could impact client wealth and their financial decisions
Is the dashboard user-friendly for financial professionals?
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.
I’m a Financial Adviser and / or I work for a financial institution - how do I get in touch with Nokkel?
Drop us a note at hello@nokkel.com, or fill in the form here -> https://nokkel.com/contact/
Still have questions?