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.
