The Client Portal is 100% white-labeled. You have full control to configure branding, themes, and content to align with your firm’s look and feel. Your clients will only see your branding. We provide a unique portal link that can be placed as a button directly on your website. 

Data migration with us is really easy and free! Initiate migration from the Admin section of the platform using the ‘Bulk data import’ wizard. Here you can download a sample CSV sheet to paste/complete with your information and then upload. Our validation tools will let you know if there are any errors before you upload.

We will walk you through the process step-by-step and offer you options to import. If you are a large firm and need a more dedicated migration resource working as part of your team, we can accommodate that too for an additional cost. Most firms can simply utilise our bulk import feature and will not incur any additional cost.

No. You’ll be able to try for free. You can purchase a paid subscription plan whenever you are ready and your first payment will only be taken when you actively convert your trial plan into a paid plan. You will have access to all features from trial plan you sign up for, except for some of the add-ons which may incur additional charges. Please contact us if you want to learn more.

The date you sign up and pay for a subscription plan will be the start date of your contract. For example: If your start date is on the 10th day of a month, we will invoice you on a pro-rata basis till the end of that month on the first invoice and collect payment immediately. 

The billing date is typically the the first of each month. On the first of each month, we will invoice and take payment for the subscription for that month in advance, and any previous month’s usage costs relating to additional users and add-ons in arrears. 

Integrations are third party partner applications that you can connect and use alongside AdviceObjects. You may need to have an account set up with the Integration partner to be able to connect and use. You will not be billed by us for the Integration provider services. 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 Pricing page and contact us for further details.