Latest News & Updates from AdviceObjects

AdviceObjects CEO Speaking at CISI Yorkshire Branch CPD Event

Join us at the upcoming CISI Yorkshire branch CPD event in Leeds, where our CEO Uday Nimmakayala will be speaking on "AI Tools and AI Agents: Transforming Financial Advice Business," alongside industry experts Richard Parkin (BNY Investments) discussing retirement advice changes and Hugh Gimber (J.P. Morgan Asset Management) providing a macro economic update.

AdviceObjects & CISI Present Free AI Webinar for Financial Advisers

We’re teaming up with CISI to host a free webinar on AI in Financial Advice, led by Uday Nimmakayala. Discover how AI tools are reshaping the industry, boosting productivity, and enhancing compliance. Don’t miss this opportunity to gain practical insights and stay ahead.

AdviceObjects Joins Forces with CISI as a Financial Planning Supporter

We’re proud to partner with CISI as a Financial Planning Supporter for 2025 — a collaboration focused on advancing innovation, professional excellence, and client engagement in the financial advice industry.

Adviceobjects is proudly supporting the We Are Change programme by The Verve Foundation

AdviceObjects is proud to support the 2024–2026 We Are Change programme by The Verve Foundation — a powerful initiative offering fully-funded financial qualifications and career opportunities in the industry.

AdviceObjects showcasing at Tech Stack LIVE, For Tomorrow’s Financial Planning Profession

Exploring the technology of tomorrow’s financial planning profession – Tech Stack LIVE is a brand-new virtual summit in the world of financial planning organised by NextGen Planners. On 15th March 2024 reset the perspective for technology in the financial planning profession. The best part? This event is completely FREE to attend for all Financial Advisers in the UK.

Client Portal Mobile App is now live - Let your clients engage with you from anywhere and everywhere! Included in your subscription at no addtional cost

We’re excited to launch the AdviceObjects client portal mobile app, now included in all subscriptions. This new feature helps advisers stay connected with clients anytime, anywhere — with the Firm CRM app coming soon to enhance communication even further.

How is AdviceObjects technology helping wealth and advisory firms future proof their digitalisation strategy?' published by The Wealth Mosaic

You can click the image on the left or the link above to start downloading and reading our article on page 30. It explains how having the right core wealth management software will prepare the firm to deal with any future digital strategic initiatives more efficiently.

Watch the video - Our CEO explains how AdviceObjects was born and showcases an example hybrid digital advice journey using AdviceObjects platform

At FTRC's #EATT event we demonstrated the ability of our software to transform the financial advice by enabling firms to flexibly deliver advice in-person, entirely online or in a hybrid manner, using our modern and intuitive wealth management software.

AdviceObjects are delighted to be a sponsor of “Empowering Advice Through Technology”, a technology conference which is being organised by Financial Technology Research Centre (FTRC)

Empowering Advice Through Technology 2022 will now take place on 26th May at The Pullman Hotel, London — a hands-on event helping advisers use tech to enhance client experience and boost efficiency. Use code AdviceObjects15 for 15% off.

AdviceObjects will participate in the panel ‘Managing your tech needs’ at the highly anticipated Professional Adviser 360 conference on 7th October at The Brewery in London

Join us at Professional Adviser 360 on 7th October at The Brewery in London for a day of expert insights, interactive Q&As, valuable CPD hours, and networking opportunities — all focused on how advisers can meet the evolving tech expectations of modern advice firms.

FTRC includes AdviceObjects in the Wealth Practice Management Systems, Client Portals, Financial Planning, Cash Flow and Retirement Planning sections on their Advice Tech Hub

FTRC (Financial Technology Research Centre) is a boutique fintech consultancy founded by Ian Mckenna in 1995, nearly two decades before “FinTech” became part of the industry lexicon. They focus on technology in the financial advice market and especially how advice is evolving both in the UK and internationally, focusing on the role technology will play in this process. Disclaimer: The information provided on AdviceObjects on any third-party website may be outdated as our feature list is continuously expanding. Please contact us to know the latest features or simply ask for a demo.