‍All-in-One Adviser CRM, Cashflow Planning and Client Portal Software

All-in-One Adviser Software to Grow Your Business

With AdviceObjects, you get all the tools you need to run and scale your advisory business — no rekeying data, just seamless operations.

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Comprehensive Adviser CRM, Cashflow & Client Portal Software

With AdviceObjects, you will have all the tools 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.

Don’t take our word for it.
See what our clients say

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.

CEO

Wealth Manager

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!

Founder

Financial Adviser

Power At Your Fingertips

Many clients replaced 2+ tools

All features

Fact finds

Save time & provide client options to enter data via Client Portal.

Risk Profiling

Auto-manage all risk profiling as part of onboarding.

Cash flow Planning

No re-keying fact-finds, just click & generate cashflows.

Reviews & Reminders

Never miss a review with automated reminders.

Income Reconciliation

Manage fee incomes and payouts to advisers and others.

MI, Client Stages

A CRM built for financial advice, don't settle for generic ones.

Store Unlimited Files

No more limits to do your work. Just grow your business and we will worry about the rest.

Tasks and Follow-ups

Just set and forget them, we'll remind you all the way to achieve your desired outcomes.

Reports Generation

Create, edit & share all types of reports and letters at a click using our inbuilt or custom templates.

Email Integrations, Notes

Enjoy productivity bliss by connecting email which auto organises and links all emails to the relevant client account without lifting a finger.

Client Portal & Mobile App

Build your brand beautifully by launching your own white-labelled Client Portal and Mobile App without breaking the bank.

Secure Messaging with Clients & Colleagues

All correspondence is in one secure place to service clients and correspond with colleagues using an in internal messaging system.

Docusign Integration

Digitalise your approvals and operations through e-signatures that are fully embedded within the platform and Client Portal.

KYC Checks & More

Through our SmartSearch integration you can perform KYC checks on individuals and businesses all over the world.

“AdviceObjects is committed to transforming financial advice into a cost efficient and delightful digital experience that is both user-friendly and inclusive of everyone.”

Colleagues Working Together - Saasfy X Webflow Template

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.

Intuitive and Secure Software

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.