AdviceObjects provides a comprehensive suite of tools to enhance client service, increase efficiency, maintain compliance, and enable data-driven decisions.
The platform includes a centralised client database for holistic view of clients, financial planning modules for suitability analysis and reporting, portfolio reporting tools integrating with custodians, alerts and reminders to stay organised, compliance case management, custom workflow checklists, secure client messaging, shared calendar, robust reporting, and more. These capabilities aim to help advisers manage their entire client engagement lifecycle through seamless workflows, deeper client insights, paperless processes, and automated task tracking.
The modular CRM platform consolidates data, workflows, communications, and analytics in one place to maximise adviser productivity while providing an exceptional client experience. Built-in compliance controls further ensure adherence to regulations. AdviceObjects equips advisers with the key features required for efficient, compliant and scalable client management.