All-in-one Financial Adviser Software
If you haven’t heard of AdviceObjects, let us introduce you.
The company was founded by Uday Nimmakayala, a computer applications graduate with a Masters in investments. He has worked in financial services for more than 20 years, for firms including M&G Prudential, Rothschild Family Office and S&P Capital IQ.
Uday is supported by an in-house team with a wealth of operations and technology domain expertise to develop and run our platform, ensuring usability and
reliability for clients.
Industry Collaboration and Recognition
CISI professional development: As a CISI financial planning supporter, we contribute to the development of UK financial advisers by hosting CPD-approved AI webinars. They are free to attend and open to all, giving opportunities to smaller firms who typically have less access to funded development resources.
Fintech Global WealthTech100 2026: For the last seven years, including 2026, we have been named across nine sub-sectors, including financial planning and adviser tools, wealth management, digital retirement solutions, portfolio management and reporting, and
compliance and regulations.
Meet the Team
Book a meeting with us
Why Choose Us?
Proven expertise
Developed and operated by an in-house team, with more than 20 years of wealth operations and technology domain expertise.
Resilience and reliability
Built on auto-scalable AWS cloud infrastructure with 24/7 support and continuous innovation.
Client empowerment
Designed to simplify digital adoption, helping firms build profitable, scalable and sustainable business models.
White-label solution
Fully customisable branding, configurations and user management for firms of all sizes.
Security and compliance
ISO 9001:2015 (Quality) and ISO 27001:2022 (Security) certified, ensuring robust standards.