Behind every client review there is administration: requesting statements, preparing the meeting pack, booking the meeting and following up on actions. When advisers and administrators coordinate through email and sticky notes, reviews slip. Tandem is for that internal coordination; keep client records and advice documentation in your existing systems.
How financial advice practices set up Tandem App
- Use #reviews-this-month as the shared channel, with one task per client review assigned to the administrator and the adviser.
- Add a checklist to each review task: statements requested, pack prepared, meeting booked, follow-up letter sent.
- Keep internal templates and process notes in Docs, such as the review pack template and the new-client checklist.
- Set a reminder on any message about outstanding paperwork, for "next week" or an exact time, so it comes back to the top.
Clients and outside people
Most practices keep this channel internal and do not invite clients. A paraplanner working on a contract basis could join as a Full access guest with an end date.
What it costs
Tandem App is free for up to 3 users. Paid plans are charged per user (owners, admins and members) from $1.99 a month, and guests are free: 5 for every paid user. Every feature is on every plan. See pricing.