Click on the below button ‘Create Account’, and you will be directed to our registration page. Please use your business email address to set up your firm’s AdviceObjects account. You must be an authorised person to set up an account on behalf of your business.
Once you create an account, we will immediately send you a verification link to your business email. Please click on that link to start your firm’s online onboarding process.
Once you click on the email verification link you will be directed to our onboarding page. Here you will choose your preferred trial subscription plan, provide your business details and accept terms by electronic signature. Your firm portal is ready to use now.
As the person who set up your firm account you will be auto assigned the Admin role where you can add additional users, request customised Client & Firm portal URL links, change branding and colours, setup add-ons and integrations as and when you are ready. If you need any help, simply email us at email@example.com.