Includes 1 User
Unlimited Clients
Additional User £79/month*
*Cost per month excluding VAT
Includes 5 Users
Unlimited Clients
Additional User £79/month*
*Cost per month excluding VAT
Includes custom Users
Unlimited Clients
Additional User £/month*
*Custom pricing
Firm Portal is the internal practice management software used by your employees on a daily basis. Please contact us to see a demo.
Intutive Back-office CRM
Customisable Factfinds
Risk Profiling
Planning Calculations
Cash-flow Modelling
Workflow Checklists
Bulk Platform Valuations
Meeting Scheduling links
Case Management
Task Management
Document Management
Share Universal Documents
Secure Messaging
E-Signatures add-on
Adviser Workdesk & CPD
Report Builder
Reporting templates
Share Plans & Cashflows
Share Proposals & Reports
Client MI & Insights
Two-factor Authentication (2FA)
Audit Trail Activity
Firm Admin Portal included
Migration - Bulk Import Clients
Mobile App Firm Portal (coming soon)
Raise support tickets
Portal, Email
Portal, Email
Portal, Email
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.
Elegant Client Dashboard
Online Factfinds
Risk Profiling online
Upload Documents
Access Firm Documents
Secure Messaging
E-Signatures in portal
View Daily Plan Valuations
View Digital Plans & Cashflows
View Digital Proposals & Reports
Digital Reviews
Personal Details Update
Financial Details Update
Two-factor Authentication (2FA)
Mobile App Client Portal (coming soon)
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
*Firm Portal Mobile App Add-on (coming soon): Available as a Standard App ready to download
*Client Portal Mobile App Add-on (coming soon): Available as standard or custom set up options. Standard set up is included.
*Hybrid Automated Advice Journeys Add-on (Set up required, charges apply): Available as a custom set up with your own advice strategy.
*Digital Fully Automated/Robo Advice Journeys Add-on (Set up required, charges apply): Available as a custom set up with your own advice strategy and platform execution 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 included
Client Portal Mobile App
Firm Portal Mobile App
FCA Regulatory Reporting Add-on
Income Reconciliations Add-on
Data migration with us is really easy and free! Initiate migration from the Admin Portal 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 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 costs.
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.
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.
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.
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 of the contract. You should cancel 30 days before your annual 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.