In their own words:

“AdviceObjects enables firms to flexibly deliver advice in-person, entirely online or in a hybrid manner, using their modern wealth software.

The software combines an intuitive back-office Firm Portal and an elegant Client Portal working seamlessly to support various client acquisition and planning journeys suitable for this digital age. It also includes customisable fact-finds, risk profiling, a full suite of cash flow and other planning tools, reporting, e-signatures, tasks, compliance checklists, and much more.

AdviceObjects was designed to minimise the time-consuming internal operational tasks and delight clients with an engaging and helpful client portal. AdviceObjects comes with an intuitive interface, has no long-term tie-ins, has transparent pricing, and all-inclusive features to scale a wealth advisory practice. AdviceObjects software suite is built and powered by WealthObjects technology. WealthObjects is an award-winning digital wealth management technology provider founded in 2015.”