From fact find, to suitability, to client portal, all in one system

Run your entire advice process in one place

Stop switching between systems to deliver advice.
Build a more efficient, scalable advice firm.

All-in-one adviser CRM, cashflow planning, reporting and client portal software

AdviceObjects gives you all the tools you need to run and scale your advice business. There's no need to rekey data, as all functionalities are available in one place to meet your daily operational requirements.

Don’t just take our word for it.
Here's what our clients say:

We originally used a major back office provider and found it to be completely unsuitable to our business, with poor support, no real help available and features that were not useful to us. We looked at the other back office providers in the market. Each one seemed aimed at very large businesses, or expected an overly restrictive commitment in order to effectively try their software.

We started using AdviceObjects around a year ago and, since then, it has been actively developed with features that are genuinely useful to our business and help deliver better MI and better client outcomes. The service we have received has been exceptional and compares extremely favourably to other offerings we have used in the past. It could not have been more proactive or responsive.

We feel AdviceObjects puts our business first in terms of development and support. I have already recommended AdviceObjects to several other IFAs and will continue to do so as we believe it is the best offering in this market with an active and demonstrable commitment to development of useful features.

CEO

Wealth Manager

I’ve been using AdviceObjects for a few months now and can honestly say it’s a breath of fresh air! The adviser portal is intuitive; it does everything I need and more. The client portal engages (and) makes client onboarding and engagement a breeze. The support that has been offered is outstanding and invaluable in the early stages of adoption. I only wish I had found you sooner!

Founder

Financial Adviser

Power At Your Fingertips

Many clients have replaced two or more tools

All features

Fact finds

Save time and provide client options to enter data via the client portal.

Risk profiling

Auto-manage all risk profiling as part of onboarding.

Cash flow planning

No re-keying fact finds, just click and generate cashflows.

Reviews and reminders

Never miss a review with automated reminders.

Income reconciliation

Manage fee incomes and payouts to advisers and others.

MI, client stages

A CRM built for financial advice. Don't settle for something generic.

Store unlimited files

No storage limitations. Simply grow your business and we'll worry about the rest.

Tasks and follow-ups

Set and forget! We'll remind you at each step of the way how to achieve your desired outcomes.

Reports generation

Create, edit and share all types of reports and letters at a click, using our in-built or custom templates.

Email integrations, notes

Enjoy productivity bliss as AdviceObjects auto organises and links all emails to the relevant client account without you lifting a finger.

Client portal and app

Build your brand beautifully by launching your own white-labelled client portal and mobile app without breaking the bank.

Secure messaging with clients and colleagues

All correspondence is stored in one secure place so you can service clients and message colleagues using an internal system.

Docusign integration

Digitise approvals and operations using e-signatures that are fully embedded within the platform and client portal.

KYC checks and more

Thanks to SmartSearch integration, you can perform KYC checks on individuals and businesses worldwide.

“AdviceObjects is committed to transforming financial advice into a cost efficient and delightful digital experience that is both user-friendly and inclusive of everyone.”

Colleagues Working Together - Saasfy X Webflow Template

Adviser and client portals that link seamlessly to offer exceptional communication

We know how valuable client relationships are to you. That’s why every AdviceObjects subscription plan includes a dedicated client portal to help you serve your clients optimally.

Intuitive and secure software

Technology is vital if you are to grow your business in this digital generation. We have spent the last five years launching innovative and automated digital business models in the wealth and investing sectors. We will provide you with modern and intuitive tools to help you scale faster.