Modern Adviser Practice Management Software with a full suite of Wealth Planning Tools and an elegant Client Portal to flexibly deliver advice in-person, entirely digitally or in a hybrid manner

No payment details required
Front-to-back WEALTH CRM
All-in-one Software to scale your Wealth Advisory business

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.

MOBILE & TABLET READY
Adviser and Client portals that seamlessly link to form exceptional communication.

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.

AdviceObjects divider

Adviser Software made by an award-winning
Digital Wealth Technology company.

AdviceObjects Tech Team
YOUR TECHNOLOGY PARTNER
Let us worry about your technology needs

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.

AdviceObjects Portals

Portals with your branding

Our software comes with both Firm and Client Portals that you can customise to your branding and your chosen sub-domains.

AdviceObjects CRM

CRM & Back Office

Our product includes features such as fully online fact finds, risk profiling, e-signatures, scheduling links and more.

AdviceObjects Integrations

Add Ons & Integrations

We’ve partnered with a few complementary firms who are best at what they do and integrated their software.

Any questions?

We are here to help you. Drop us a line.