Company Portal

For all users: Advisers, Paraplanners, Compliance Staff & Management

User Area

For all your Client and Practice management needs. Includes various advice modules such as Manage, Onboard, Plan, Report, Engage and many more. Generally used by Advisers, Paraplanners and Internal Operations & Administrative staff.

Operations Area

Includes various Operations modules such as Plan Valuations, Income Reconciliation, Regulatory Reporting and Fee Management. Generally used by Advisers, Paraplanners, Internal Operations & Administrative staff.

Admin Area

A place to securely manage users, roles, security, add-ons, integrations, custom branding, logos, urls, billing, invoices and many other firm settings. Generally used by Heads of Operations, Technology, Advice, and Firm Owners.

Client Portal

Fully branded to your Colours and Logo. Includes a Mobile App.

Client Portal

Available 24/7 and accessible using Mobile, Tablet, Laptop and Desktop with many engaging features. Multiple branding options with your own logo and colours. Give your clients a professional experience, and enhance your firm’s reputation.

AdviceObjects is integrated into majority of the UK Platforms

Know all about our key integrations here

Browse integrations
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Don’t take our word for it. See what our clients say

Client Testimonials

Wealth Management Firm

Managing Director

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

Financial Advice Firm

CEO & Founder

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.

Financial Advice Firm