Partners

Partners are firms that are handpicked by our team. They will include firms integrated into AdviceObjects, and other service providers who we believe can add value to your business.

RISK PROFILING PROVIDER

A2Risk

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.

a2risk adviceobjects
TEMPLATES AND WEBSITES service PROVIDER

docVinci

docVinci are on a mission to rid the world of financial planning of its boring documents and templates. We help financial planners to make their documents POP and give them beautiful tools to use in their client communications. This includes, but is not limited to, One-Page Financial Plans, Terms of Business, Client Agreements, Suitability Reports and much more. Don’t forget to quote ‘AdviceObjects’ when signing up.

PROTECTION QUOTe & apply PROVIDER

SolutionBuilder by Ipipeline

SolutionBuilder is an intelligent quote and apply protection tool by Ipipeline. Simply connect your SolutionBuilder account once you login into AdviceObjects and use it straight away. If you don’t have an account, click the button below to sign up. Don’t forget to ask for your discount, quote ‘AdviceObjects’ when signing up.

KYC, cdd, pep, sanctions, AML checks PROVIDER

SmartSearch

SmartSearch is the leading online provider of Anti Money Laundering Services, helping businesses comply with the Anti Money Laundering Regulations. Simply connect your SmartSearch account once you login into AdviceObjects and use it straight away. If you don’t have an account, contact SmartSearch to sign up. Don’t forget to quote ‘AdviceObjects’ when signing up.

Start your free trial now. No payment details are required.