Add-Ons are unique features that may sometimes be powered by external providers but are fully integrated into AdviceObjects. No set up is required, simply activate the add-on. Some add-ons may incur additional charges. Please see the Plans & Pricing page for further details.
A choice of A2Risk’s 5, 7, and 10 risk category questionnaires are available. You can choose to activate any one of the three based on your firm’s advice methodology. A2Risk’s ATRQ tool is used by many Adviser firms and Institutions, including Royal London and Vanguard, amongst others.
Save time by connecting your calendar and sending a meeting booking link to clients. Clients can then choose the best time possible for them based on your availability. This add-on saves a lot of time instead of sending emails to and from to book one meeting.
Create a better experience for your clients and manage the entire planning process digitally by using electronic signatures. The Platform provides an audit trail and centralised storage of all documents without manually uploading, and signing options by email or within the Client Portal itself.
Start your free trial now. No payment details are required.
