Run your entire advice process in one place
Stop switching between systems to deliver advice.
Build a more efficient, scalable advice firm.
All-in-one adviser CRM, cashflow planning, reporting and client portal software
AdviceObjects gives you all the tools you need to run and scale your advice business. There's no need to rekey data, as all functionalities are available in one place to meet your daily operational requirements.
Power At Your Fingertips
Many clients have replaced two or more tools
Fact finds
Save time and provide client options to enter data via the client portal.
Risk profiling
With A2Risk risk profiling embedded, you can choose 5, 7 or 10 categories.
Cash flow planning
No re-keying fact finds, just click and generate cashflows.
Reviews and 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 something generic.
Store unlimited files
No storage limitations. Simply grow your business and we'll worry about the rest.
Tasks and follow-ups
Set and forget! We'll remind you at each step of the way how to achieve your desired outcomes.
Reports generation
Create, edit and share all types of reports and letters at a click, using our in-built or custom templates.
Email integrations, notes
Enjoy productivity bliss as AdviceObjects auto organises and links all emails to the relevant client account without you lifting a finger.
Client portal and app
Build your brand beautifully by launching your own white-labelled client portal and mobile app without huge costs.
Secure messaging with clients and colleagues
All correspondence is stored in one secure place so you can service clients and message colleagues using an internal system.
E-Signatures
With DocuSign, digitise approvals that are fully embedded within the platform and client portal.
KYC checks and more
With SmartSearch integration, you can perform KYC checks on individuals and businesses worldwide.
“AdviceObjects is committed to transforming financial advice into a cost efficient and delightful digital experience that is both user-friendly and inclusive of everyone.”
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Don’t just take our word for it.
Here's what our clients say:
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.
AdviceObjects is integrated into the majority of UK platforms
Find out more about our key integrations here:
