Company Portal
For all users: Advisers, paraplanners, compliance staff and management
User area
For all your client and practice management needs. Includes various advice modules such as manage, onboard, plan, report, engage and many more. Generally used by advisers, paraplanners and internal operations and administrative staff.
Operations area
Includes various operations modules such as plan valuations, income reconciliation, regulatory reporting and fee management. Generally used by advisers, paraplanners, internal operations and administrative staff.
Admin area
A place to securely manage users, roles, security, add-ons, integrations, custom branding, logos, URLs, billing, invoices and many other firm settings. Generally used by heads of operations, technology, advice and firm owners.
Client Portal
Fully branded with your company logo. Includes a mobile app
Client portal
Available 24/7 and accessible using mobile, tablet, laptop and desktop with many engaging features. Multiple branding options with your own logo and colours. Give your clients a professional experience and enhance your firm’s reputation.
AdviceObjects is integrated into the majority of UK platforms
Find out more about our key integrations here:
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Client testimonials