5/5
Client Testimonials
I’ve been using AdviceObjects for a few months now and can honestly say it’s a breath of fresh air! The adviser portal is intuitive; it does everything I need and more. The client portal engages (and) makes client onboarding and engagement a breeze. The support that has been offered is outstanding and invaluable in the early stages of adoption. I only wish I had found you sooner!
Wealth Management Firm
Managing Director
We originally used a major back office provider and found it to be completely unsuitable to our business, with poor support, no real help available and features that were not useful to us. We looked at the other back office providers in the market. Each one seemed aimed at very large businesses, or expected an overly restrictive commitment in order to effectively try their software.
We started using AdviceObjects around a year ago and, since then, it has been actively developed with features that are genuinely useful to our business and help deliver better MI and better client outcomes. The service we have received has been exceptional and compares extremely favourably to other offerings we have used in the past. It could not have been more proactive or responsive.
We feel AdviceObjects puts our business first in terms of development and support. I have already recommended AdviceObjects to several other IFAs and will continue to do so as we believe it is the best offering in this market with an active and demonstrable commitment to development of useful features.
We started using AdviceObjects around a year ago and, since then, it has been actively developed with features that are genuinely useful to our business and help deliver better MI and better client outcomes. The service we have received has been exceptional and compares extremely favourably to other offerings we have used in the past. It could not have been more proactive or responsive.
We feel AdviceObjects puts our business first in terms of development and support. I have already recommended AdviceObjects to several other IFAs and will continue to do so as we believe it is the best offering in this market with an active and demonstrable commitment to development of useful features.
IFA Practice Firm
CEO & Founder