Company

AdviceObjects is a modern cloud-native platform specifically designed to empower wealth management and advice firms with modern CRM, financial planning tools, and an intuitive client portal. Powered by WealthObjects, an award-winning UK-based financial technology firm established in 2015, AdviceObjects delivers scalable, secure, and innovative digital solutions tailored for the evolving needs of the financial advisory landscape.

At the heart of AdviceObjects is our commitment to excellence, built on WealthObjects’ extensive experience in developing compliant, engaging, and award-winning digital propositions for savings, investments, pensions, and more. Designed with a customer-first approach, our platform offers unmatched configurability, robust data security, and seamless integration capabilities, ensuring a comprehensive and future-proof solution for financial professionals.

Why Choose Us?

• Proven Expertise: Developed and operated by an experienced in-house team, with over 20 years of wealth operations and technology domain expertise led by our founder, Uday Nimmakayala.
• Security and Compliance: ISO 9001:2015 and ISO 27001:2013 certified, ensuring robust quality and data security standards.
• Tailored Solutions: Fully customisable branding, configurations, and user management for firms of all sizes.
• Resilience and Reliability: Built on auto-scalable AWS cloud infrastructure with 24/7 support and continuous innovation.
• Client Empowerment: Designed to simplify digital adoption, helping firms build profitable, scalable, and sustainable business models.

AdviceObjects stands as a trusted partner, committed to delivering superior technology and personalised support, enabling financial planning and advice firms to confidently navigate the digital age.

Try for yourself and discover how AdviceObjects can redefine your advisory journey.