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UK's Intuitive IFA Practice Management Software and Wealth Planning CRM with a fully white-labelled Client Portal and Mobile App

Made for in-person, digital or hybrid advice delivery

Features & Pricing
Say 'No' to clunky software and complexity. Embrace Simplicity.
5/5

Client Testimonials

I’ve been using AdviceObjects for a few months now and can honestly say it’s a breath of fresh air! The adviser portal is intuitive; it does everything I need and more. The client portal engages (and) makes client onboarding and engagement a breeze. The support that has been offered is outstanding and invaluable in the early stages of adoption. I only wish I had found you sooner!
Wealth Management Firm
Managing Director
We originally used a major back office provider and found it to be completely unsuitable to our business, with poor support, no real help available and features that were not useful to us. We looked at the other back office providers in the market. Each one seemed aimed at very large businesses, or expected an overly restrictive commitment in order to effectively try their software.

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.
IFA Practice Firm
CEO & Founder

AdviceObjects is committed to transforming financial advice into a dynamic, digital experience that is both accessible and engaging for everyone.

FRONT-TO-BACK PLANNING CRM & MORE

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.

MOBILE APPS FOR YOUR CLIENT & FIRM PORTALS

Adviser and Client portals that seamlessly link to form exceptional communication.

We know how valuable client relationships are to you. That’s why every subscription plan of ours includes a dedicated client portal to help you serve your clients optimally.

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

COMPLIANT AND MADE TO WORK FOR YOU

Intuitive and secure software

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 scale faster.

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  • Ready to use
  • 2FA ready
  • Always up to date
  • Zero maintenance
  • Built to scale
AdviceObjects Portals

Firm/Adviser Portal and Client Portals with entirely your branding and emails

Our software comes with fully integrated and combined  Firm and Client Portals that you can customise to your branding and your chosen unique business sub-domains.

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AdviceObjects CRM

CRM & Back Office, Client Portal, Cashflow Planning tools and much more

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

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