St. James's Place
Partner Tools Suite
Internal adviser tooling — demo environment
⚠ Prototype · Demo data only · Not for client use
Adviser workflow
🔍
Client Finder
Search clients, complete KYC verification, review vulnerability flags and prepare meeting agendas.
Core tool
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📊
Report Builder
Generate client-ready annual review reports with portfolio analysis, goals tracking and risk mapping.
Core tool
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Calculators
🏠
Mortgage Calculator
Calculate monthly repayments, total interest and amortisation schedules across different rates and terms.
Calculator
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📈
Compound Interest
Illustrate the power of compounding over time with adjustable rates, contributions and time horizons.
Calculator
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