From your client book to a clean introduction.
Five steps, one clear boundary. The technology and the introduction are ours; the regulated work is always the licensed partner’s.
Five steps, start to introduction.
Each step is deliberate and reviewable. You can stop at any point — and you always know exactly what we do with your data and where our role ends.
Connect your data
You share a secure export of your own client base — a CRM list, an account ledger, a spreadsheet. No bought lists, no scraping. You stay in control of what you send.
AI analysis
Our AI reads the data privately and scores it for relevant, qualified signals — the relationships where a real, well-matched opportunity may exist.
Qualified opportunities
Signals become a short list of qualified opportunities. A person reviews every one before anything moves — nothing is automated end-to-end.
Introduction to a licensed partner
We map each opportunity to the right licensed or professional partner across our network, and make a warm, documented introduction.
Referral fee
If the partner takes it forward, Ellabook earns an introduction or success fee for the connection — paid by the partner, never by handling your clients’ money.
A clear line — who does what
This boundary is the whole point. Ellabook stays on the technology-and-introduction side of the line; everything regulated sits with the licensed partner.
Technology & introduction
- Ellabook provides AI and data technology to a business analysing its own clients
- Ellabook identifies and introduces potential clients to licensed or professional partners
- Ellabook earns an introduction or referral fee from the partner for the connection
Regulated activity
- The licensed partner — never Ellabook — advises on the merits of any product or service
- The licensed partner — never Ellabook — handles applications, orders, money or securities
- The licensed partner — never Ellabook — carries on any regulated or licensed activity
Ellabook Cloud Technology Limited provides technology and introduction services only. We do not provide financial, investment, legal or tax advice, do not deal in or manage securities or client funds, and are not licensed by the Securities and Futures Commission. Regulated services are provided solely by the licensed partners we introduce.