all in one WEALTH CRM
Automate fact-finds, risk profiling, reviews and suitability proposals
Spend more time with clients and grow your business. You should not be wasting time rekeying data on multiple platforms. With AdviceObjects, you will have all the tools in one place to run and scale your Advisory business for the digital generation.
Your clients will be able to E-sign the client agreement using the inbuilt digital signatures functionality.
You can customise the fact-find questionnaire for each client depending on the services you offer, within the Adviser portal. Your client can complete the process entirely online within the Client portal including uploading any requested documents.
Our software comes with A2Risk’s 5/7/10 risk profile questionnaires. Once you activate the one you want for your firm, your client will be completing the risk profiling questions within the Client portal.
Use the information provided by the client in the digital factfinds/reviews directly into the various inbuilt investment, insurance and cash flow planning tools and solvers to come up with a suitable recommendation, thereby avoiding a lot of rekeying work.
With our helpful Report builder functionality, you can use your templates and save them once to fetch data easily the next time to build reports at a faster pace.
Save and send various application forms and reports to sign digitally within the application or by email.