Plus applicable taxes
Includes 1 User
Unlimited Clients
Additional User £79/month
Includes 5 Users
Unlimited Clients
Additional User £79/month
Includes 30 Users
Unlimited Clients
Additional User £79/month
Online Factfinds & Reviews
Customisable Questionnaires
Risk Profiling
Intutive Back-office CRM
Planning Calculations
Cash-flow Modelling
Case Compliance Checklists
Plan Valuations
Meeting Scheduling links
Case Management
Task Management
Compliance Checklists
Document Management
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)
Audit Trail Activity
Firm Admin Portal included
Migration Bulk Import guidance
Migration Hand-holding support
Raise support tickets
Portal, Email
Portal, Email
Portal, Email
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.
Client Dashboard
Factfind Questionnaires
Risk Profiling
Document folders
Secure Messaging
E-Signatures
Digital Reviews
Shared Plans & Cashflows
Shared Proposals & Reports
Personal Profile Updates
Net Worth Updates
Two-factor Authentication (2FA)
Plan Valuations
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 Domain Integrated 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): A choice of A2Risk's 5, 7 or 10 risk categories. ATR and Risk Capacity for Accumulation and Decumulation are included.
Meeting Scheduling Add-on (Free): Save time by connecting your calendar and sending a meeting booking link to clients to choose.
Platform Valuations Add-on (Free): Receive plan valuations directly into our software saving time for your reporting and review processes
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.
Ipipeline Solution Builder
SmartSearch KYC/AML
Custom Integrations Request
FCA Regulatory Reporting Add-on
Income Reconciliations Add-on
Data migration with us is really easy. From the Admin Portal of the platform simply go to ‘Bulk data import’. Here you can download a CSV sheet to fill with your old 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 personalised hand-holding service, we can accommodate that too for an additional cost. Most firms can simply utilise our bulk import feature and will not need to incur any additional costs for migrating.
AdviceObjects is an all-in-one solution and the answer to many industry problems, mainly rekeying data in multiple software. We already have some industry integrations and add-ons which require no rekeying of data. 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 term of the contract and that you will benefit from a 20% discount.
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.
If you have any other questions which are not addressed above, please book a meeting, call us or write to us.