WEALTH CRM by ADVICEOBJECTS
Smart fact-finds, risk profiling, planning and suitability proposals
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 into other providers as many functionalities are available 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 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. Clients can complete the process entirely online including uploading any requested documents within the Client portal .
Our software comes with a choice of A2Risk’s 5/7/10 risk category questionnaires. Once you activate the one you want for your firm, clients will be completing your chosen risk profiling questions.
Use the information provided by the client in the digital factfinds/review questionnaires 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 our or your own templates to build and save reports before sharing them with the clients. Any templates you save can easily be accessed the next time to build reports at a faster pace.
Save and send various platform application forms and reports to sign digitally within the application or by email.
Manage your client communication from one place including all messages, content sharing, alerts and notifications and communication preferences.
Case Compliance Checklists, Tasks, Scheduling Appointments, E-Signatures, Adviser Workdesk notes and storage, and many more efficiency creating features.