Modern Wealth Planning & Adviser CRM Software with a linked Client Portal to run your business entirely online or in a hybrid manner

Free trial for 2 months
MOBILE & TABLET READY
Adviser and Client portals that seamlessly link to form exceptional communication.

We know how valuable client relationships are to you. Therefore, we put in extra effort to ensure that every subscription plan of ours includes a dedicated client portal to help you serve your clients better.

Adviser Software made by an award-winning
Digital Wealth Technology company.

ALL IN ONE WEALTH CRM
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 on other platforms 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 A2Risk’s 5/7/10 risk profile 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.

YOUR TECHNOLOGY PARTNER
Let us worry about your technology needs

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 grow faster.

Portals with your branding

Our software comes with both Firm and Client Portals that you can customise to your branding, including custom sub-domain.

CRM & Back Office

Our product includes features such as fully online fact finds, risk profiling, e-signatures, scheduling links and more.

Add Ons & Integrations

We know we cannot do it all, and therefore we have partnered with a few complementary firms who are best at what they do.

Any questions?

We are here to help you. Drop us a line.