All-in-One Software to Scale Your Advisory Business
With AdviceObjects, you get all the tools you need to run and scale your advisory business — no rekeying data, just seamless operations.
Product Capabilities
Manage
Access your Wealth CRM from anywhere. Features – Set up and manage clients, Client Portal access, sales funnel stages, segmentation, referral information, review dates, and much more to run your firm entirely digitally.
Onboard
Send client agreements to e-sign, customise digital fact-find questionnaires and perform risk profiling process for each client depending on the services you offer, and onboard your clients fully digitally.
Plan
Various inbuilt investment, insurance and cash flow planning tools and solvers to come up with suitability recommendations and plans to share with the clients.
Report
With our helpful Report builder functionality, you can use your own or our default templates to build and save reports before sharing them online through the client portal or by email.
Engage
Nurture and manage all your client communication from one place, including all messages, content sharing, alerts and notifications to build trust and support your clients at the right time.
Your Branding
Request and obtain your unique sub-domains for both your Firm Internal and Client Portals, along with using your logo and colours branding to build trust with your clients.
Client Portal
Give your clients access to an intuitive and simple to use Client Portal to complete questionnaires, upload documents, securely e-sign, and view any adviser shared plans and reports.
Central Administrator
One Central Admin section to control all your firm’s practices. These include subscriptions, branding, security, users, case compliance flows, add-ons, integrations and many others.
Audit Trail
Auditability is inbuilt in all our processes. We capture not only the technical audit logs but also the device and location information along with other security critical information as part of the process.
Enterprise Security
We maintain enterprise-grade security with a separate database for every firm, and data is encrypted both at-rest and in-transit. We offer every user multi-factor login for added protection.
Ready to use
Your Firm portal will be ready to use immediately and the Client Portal one day after verification. Relax and enjoy the benefits – no deployments, always up to date and securely hosted in AWS cloud.
Many others
Case Compliance Checklists, Tasks, Scheduling Appointments, E-Signatures, Adviser Work desk notes and storage, and many more efficiency creating features to win and serve more clients entirely digitally.
Pricing
Free Trial. No card details required.
CRM PLAN
Advice CRM & Client Portal
Includes 1 User
Additional User +£49/m.
Unlimited Clients
*Excluding VAT
PRO PLAN
Planning + CRM & Client Portal
Includes 1 User
Additional User +£99/m.
Unlimited Clients
*Excluding VAT
CUSTOM PLAN
Networks, International Firms
Custom Users
Unlimited Clients
Custom Contracts
Bespoke price
Don’t take our word for it.
See what our clients say
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.