Simple & Transparent Pricing

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A choice of monthly or yearly term plans after trial. All plans are billed on a monthly basis.
Yearly plans come with a 20% discount.

PROFESSIONAL

€149/month

Plus applicable taxes

Includes 1 User

Unlimited Clients

Additional User €99/month

Client Portal

Practice Management Portal

Logo Branding

Professional Plan Features, Add-Ons and Integrations. Scroll down to see the list of features

BUSINESS

€399/month

Plus applicable taxes

Includes 5 Users

Unlimited Clients

Additional User €99/month

Client Portal

Practice Management Portal

Advanced Branding options

Business Plan Features, Add-Ons and Integrations. Scroll down to see the list of features

Hybrid Advice Add-On*

ENTERPRISE

€4,000/month

Plus applicable taxes

Includes 30 Users

Unlimited Clients

Additional User €99/month

Client Portal

Practice Management Portal

Advanced Branding options

Enterprise Plan Features, Add-Ons and Integrations. Scroll down to see the list of features

Hybrid Advice Add-on*

Digital Advice Add-on*

Firm Portal

Key Features

Professional

Business

Enterprise

Firm Portal

Pro..

Bus..

Ent..

Online Factfinds & Reviews

Customisable Questionnaires

Risk Profiling

Modern Back-office CRM

Planning Calculations

Cash-flow Modelling

Case Compliance Checklists

Connect Calendar Add-on

Meeting Scheduling links

Case Management

Task Management

Compliance Checklists

Documents Upload

Secure Messaging

E-Signatures add-on

Adviser Workdesk & CPD

Report Builder

Reporting templates

Share Plans & Cashflows

Share Proposals & Reports

Firm level MI & Insights

Two-factor Authentication (2FA)

Firm Admin Portal included

Migration Bulk Import guidance

Migration Hand-holding support

Raise support tickets

Portal, Email

Portal, Email

Portal, Email, RM

The Client Portal website will be different to the Firm Portal website. Firm Portal website URL will be yourfirmname.adviceobjects.com. Your Client/Investor Portal will not be on the adviceobjects.com domain but a completely different one. Please contact us for more details.

Key Features

Professional

Business

Enterprise

Client Portal

Pro..

Bus..

Ent..

Client Dashboard

Factfind Questionnaires

Risk Profiling

Upload Documents

Secure Messaging

E-Signatures

Digital Reviews

Shared Plans & Cashflows

Shared Proposals & Reports

Personal Profile Updates

Net Worth Updates

Implemented Plan Updates

Two-factor Authentication (2FA)

Client Private File Storage

Branding and Interface

Key Features

Professional

Business

Enterprise

Client Portal

Pro..

Bus..

Ent..

Your Logo in All Portals

Your Own Unique Client Portal URL

Your Own Unique Firm Portal URL

Your Colour Themes in Firm Portal

Your Colour Themes in Client Portal

Your Own Domain Integrated Portals

Security & Compliance

Key Features

Professional

Business

Enterprise

Security

Pro..

Bus..

Ent..

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.

Key Features

Professional

Business

Enterprise

Security

Pro..

Bus..

Ent..

Risk Profiling Add-on (Free): Accumulation and Decumulation questionnaires are included. A choice of 5, 7 or 10 risk profile categories for Accumulation, and a 7 risk profile category for Decumulation.

Meeting Scheduling Add-on (Free): Save time by connecting your calendar and sending a meeting booking link to clients to choose.

Digital Signature Add-on (Starts from free, $2/doc over free limit): Monthly 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 Advice Add-on (Set up required, charges apply): Available as a custom set up with your own advice strategy.

*Digital Advice Add-on (Set up required, charges apply): Available as a custom set up with your own advice strategy and additional integrations.

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.

Professional

Business

Enterprise

Integrations

Pro..

Bus..

Ent..

SmartSearch KYC/AML

Custom Integrations Request

Coming soon*

Key Features

Professional

Business

Enterprise

*Coming soon

Pro..

Bus..

Ent..

Lead generation Add-on

Advanced Lead Generation Add-on

Video Calls Add-on

Co-browsing Add-on

Advised Platform holdings Add-on

any custom business requirements?
We can help deliver a fully customised proposition to meet your business needs either as a readymade solution or through APIs integrating into your existing systems. Please do not hesitate to contact us with your business requirements.
Want a custom deployment?
We offer the flexibility of deploying the solution on a private cloud or on-premise if multi-tenancy doesn't suit your needs. We can help deliver a fully customised proposition to meet your business needs. Just drop us a message.
Q&A

Frequently asked questions

You can use our standard bulk import wizard, which 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 personalised hand-holding service, we can accommodate that too for an additional cost. Most small and medium-sized firms can utilise our bulk import feature and will not need to incur any additional charges.

AdviceObjects is an all-in-one solution and the answer to many industry problems, mainly rekeying data in multiple software. However, if you have a particular provider that you would like us to work with, please do not hesitate to reach out to us.

AdviceObjects is an all-in-one solution and the answer to many industry problems, mainly rekeying data in multiple software. However, if you have a particular provider that you would like us to work with, please do not hesitate to reach out to us.

No. You’ll be able to try for free without needing to provide any credit card or bank details. You can purchase a paid subscription plan whenever you are ready. You will have access to all features from trial plan you sign up for, except for some of the add-ons which will incur additional charges.

Monthly Term Contract (flexible commitment, no discount) — We charge your card or debit your account every month based on your plan. You can increase your license of authorised users and add-ons at any time and charges will adjust with the next monthly bill. Your account will automatically renew every month from the contract start date unless you stop your subscription.

 

Annual Term Contract (best value, one year commitment) — Here also we charge your card or debit your account every month based on your plan but at a 20% discount. You can increase your license of authorised users and add-ons at any time and charges will adjust with the next monthly bill. Your account will automatically renew a year from the contract start date unless you cancel your subscription.

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. Our annual contract plans also follow the same monthly billing basis, the only difference being the minimum term of the contract and that you will benefit from a 20% discount.

Yes, you can add and remove users from your account at any time. You can do this using the platform’s Admin role functionality. Additional users are users who are above the inclusive user limit of your subscription plan. Additional users’ costs will always be billed in arrears and only for the previous month’s days used. For example, if you add an additional user account and remove it after ten days, you will only be charged for ten days for that user in the next invoice.

You can upgrade your subscription plan at any time and charges will adjust with the next monthly bill. You can downgrade your subscription plan, but it will only take effect from the next renewal date, which is dependent on the type of contract term you are on, i.e., monthly or annual.

If your subscription is on a monthly plan, simply cancel five days before your renewal date. You will only need to pay for any outstanding subscription, newly added authorised users, and used add-ons those are not yet invoiced. Please note that the contract renewal date is different from the billing date. The billing date is the first of each month, and the renewal date is dependent on the start date and term (monthly/yearly) of the contract. If you are on an annual subscription plan, you should cancel 30 days before your renewal date.

You can get in touch with us by clicking the Support button when you login or write to us directly on our support email address, support@adviceobjects.com.

- Clients

You're in good company.

If you have any other questions which are not addressed above, please write to us, and we will get back to you soon.