CRM & Client Portal (SaaS)
Includes 1 User. Add User £99/m.
Unlimited Clients
*Cost excluding VAT
Perpetual License
Unlimited Users
Unlimited Clients
*Bespoke price
Firm Portal is the internal practice management (back-office) software used by your employees on a daily basis. Please contact us to see a demo or sign up and try for yourself.
Intuitive Back-office CRM
Customisable Factfinds
Risk Profiling
Planning Calculations
Cash-flow Modelling
Workflow Checklists
Platform Valuations data
Use Scheduling links
Case Management
Task Management
Document Management
Share Universal Documents
Secure Messaging
E-Signatures
Adviser Workdesk & CPD
Report Builder & Templates
New Business Register
Client MI & Insights
Two-factor Authentication (2FA)
Audit Trail Activity
Migration - Bulk Import Clients
Share Plans & Cashflows (to Client Portal)
Share Documents & Reports (to Client Portal)
Send Secure Messages (to Client Portal)
Custom Integrations and Features
Raise support tickets
Call, Portal, Email
Call, Portal, Email, RM
The Client Portal website (used by your end clients) will be on a different customised domain to the Firm Portal website. Please contact us to see a demo or sign up and try for yourself.
Elegant Client Dashboard
Online Factfinds
Risk Profiling online
Upload Documents
Access Firm Documents
Secure Messaging
E-Signatures in portal
View Daily Plan Valuations
View Goal & Cashflow Planning
View Documents & Reports
Digital Reviews
Personal Details Update
Financial Details Update
Two-factor Authentication (2FA)
Standard Client Mobile App
Custom Features & Integrations
Your Brand Mobile App for Clients
Your Logo in All Portals
Your Unique Client Portal Web URL
Your Unique Firm Portal Web URL
Your Colour Themes in Firm Portal
Your Colour Themes in Client Portal
Your Own Web Domain based Portals
Multi factor authentication
Separate database per firm
Encryption of data-in-transit
Encryption of data-at-rest
Login and Device Logs
Audit Activity Logs
BCP & DR process
Add-Ons are features that may sometimes be powered by external providers but are embedded fully into AdviceObjects. No need to newly set up or hold an account with any external provider, simply activate the add-on and start using. Some add-ons may incur additional charges. Please see below or contact us for further details.
Risk Profiling Add-on (Free): Choice of A2Risk's 5, 7 or 10 risk categories. ATR and Risk Capacity for Accumulation and Decumulation are included.
All Platform Valuations Add-on (Free): Receive plan valuations directly into our software saving time for your reporting and review processes
XodoSign E-Signatures Add-on (Starts from free, £2/doc over free limit): Monthly free limits are shown here
5 free esign docs; 10 firm templates
10 free esign docs; 20 firm templates
30 free esign docs; 40 firm templates
*Hybrid Digital Automated Advice Add-on (Additional fees apply): Available as a custom set up with your own advice firm strategy (Human + Digital)
Integrations are third party partner applications that you can connect and use alongside AdviceObjects to receive additional services for your business. You will need to hold an account directly with the Integration partner provider to connect and use within AdviceObjects.You will not be billed by us for any third party integrations.
DocuSign E-Signatures
Microsoft Outlook Email
Google Workspace Email
SmartSearch KYC/AML
Ipipeline Solution Builder
Request Integrations for roadmap
Custom Migrations implemented
Custom Integrations developed
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.
If you have any other questions which are not addressed above, book a meeting, call us or write to us.
