Skybound Wealth Accelerates Live Advice Infrastructure at SOAR

Skybound Wealth has unveiled its most significant coordinated technology release of the year at its SOAR conferences in London and Dubai.

While the firm delivers enhancements on a monthly basis, SOAR marks the point where the most material advances across advice delivery, data intelligence, and client experience converge.

As Husain Rangwalla, Chief Technology Officer at Skybound Wealth, said:

“We upgrade our technology every month.
SOAR is where the most meaningful upgrades come together.”

A Living Platform, Not a Roadmap Exercise

Unlike firms that announce multi-year rebuilds or future-state diagrams, Skybound operates a continuous delivery model. Improvements are shipped into live production, not positioned as future intent.

The SOAR release is not a reset or reinvention. It reflects an acceleration of systems already embedded into daily operations, systems advisers rely on in live client conversations, compliance teams depend on for auditability, and leadership uses to scale the business across regions.

“This isn’t a reset,” Rangwalla said.
“It’s an acceleration.”

Three Systems, Built to Work as One

The SOAR announcement brings together upgrades across three core systems, each designed around behaviour, judgement, and scale rather than surface-level functionality.

Advice Suite Enhanced

Skybound’s proprietary Advice Suite, used for discovery, planning, recommendations, and reporting, has been enhanced to reflect how advice is actually delivered: live, multi-licence, and under real-world reporting expectations.

The design reflects a live advisory relationship, where decisions, explanations, and regulatory outputs are shaped in real time, with the client present, rather than reconstructed after the meeting.

This year’s upgrades deepen that foundation with a rebuilt client review experience designed for live meetings, major enhancements across the firm’s calculator ecosystem including MoneyMap, improved multi-licence advice delivery, and a redesigned interface optimised for working screens and screen-shared conversations.

“Advice should move at the speed of the conversation,” Rangwalla said.
“The platform has to keep up.”

CRM and Data Intelligence

Skybound’s CRM functions as the firm’s operating backbone, governing activity, permissions, auditability, and oversight across teams, regions, and regulatory regimes.

Recent upgrades strengthen integrations with collaboration and document systems, reduce duplication across departments, and provide a more scalable foundation for multi-region oversight and regulatory evidence.

“CRMs are often treated like filing cabinets,” Rangwalla said.
“In firms like ours, they’re core infrastructure.”

Client App – Version 3

Skybound also unveiled version 3 of its client app, designed around real client behaviour rather than dashboards or content feeds.

New capabilities include live, client-led fact-finding, a complete in-app service pathway, guided journeys for prospects transitioning into advice, and smarter engagement triggers driven by real client signals.

“The app isn’t there to impress,” Rangwalla said.
“It’s there to build confidence and keep clients connected to their adviser.”

Why This Matters

Skybound does not position itself as a technology company, nor does it compete in the fintech space. Technology is treated as operating infrastructure, quietly enabling better advice rather than competing for attention.

Clients experience faster responses, clearer explanations, fewer delays, and more confident adviser interactions. Advisers experience less administration, fewer manual workarounds, and stronger client conversations.

“Clients don’t ask for technology,” Rangwalla said.
“They ask for things to be done properly.”

A Signal to the Market

The SOAR announcements underline Skybound’s focus on execution.

The firm continues to invest in proprietary systems designed to support judgement, protect standards, and remove fragility as it scales across regions and regulatory regimes.

“What matters is whether platforms work when it counts,” Rangwalla said.
“That’s the standard we build to.”

About Skybound Wealth

Skybound Wealth is an international wealth management group advising clients across multiple jurisdictions. The firm specialises in complex, cross-border financial planning and serves professionals, entrepreneurs, and internationally mobile families. Skybound is independently owned and operates under a range of global regulatory licences.