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With AdviceObjects, you will have all the tools (CRM, Planning and Client Portal) in one place to run and scale your Advice business for the digital generation. No need to rekey data as all functionalities are available in one place to meet your daily operations.
With AdviceObjects, you will have all the tools in one place to run and scale your Advisory business for the digital generation. There will be no need to rekey data as many tools and functionalities are available in one place to meet your daily operations. Spend more time with clients and grow your business with our software.
Send client agreements digitally, and your clients will be able to sign them using the inbuilt digital signatures functionality within the client portal or by using the e-sign link sent to their email.
Customise fact-find questionnaires for each client depending on what services you offer. Includes additional sections such as ESG, Vulnerability amongst others. Clients can complete the process entirely online including uploading any requested documents securely within the Client portal .
Our software comes with a choice of A2Risk’s 5, 7 and 10 risk category questionnaires. There are separate questionnaires available for Decumulation.
The information provided by clients in the digital fact-find questionnaires imports directly into the inbuilt investment planning, insurance protection and cash flow planning tools and solvers, saving you hours of rekeying work.
With our smart report-builder functionality, you can customise your own templates (or use ours) to build and save reports before sharing them with the clients.
Save and send any platform application forms or reports to sign digitally within the client portal or by email.
Manage all your client communication from one place, including all messages, content sharing, alerts, notifications and communication preferences.
Case Compliance Checklists, Tasks, Appointment Scheduling, Adviser Workdesk, Ready notes and storage, and many more helpful features.
We know how valuable client relationships are to you. That’s why every subscription plan of ours includes a dedicated client portal to help you serve your clients optimally.
We know how important technology is to grow your business in this digital generation. We have spent the last five years launching innovative and automated digital business models in the wealth and investing sectors. We will provide you with modern and intuitive tools to help you scale faster.
Our software comes with fully integrated and combined Firm and Client Portals that you can customise to your branding and your chosen unique business sub-domains.
Our product includes features such as fully online fact finds, risk profiling, e-signatures, scheduling links and more.
With our all-inclusive pricing of £99 per adviser, you’ll get everything you need to run your business efficiently every year.
Our comprehensive package includes CRM, Fact-finds, Risk Profiling, Online Onboarding, Cashflow Planning, Document Manager, Task Management, Case Management, Client Portal App, Reporting, Valuations, Fee Reconciliations, and so much more.
Some clients replace 3+ tools and save ££££—take the first step towards running your business efficiently and optimally. Start your free trial.
