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A good client portal doesn’t make advice feel less personal. When it looks great and operates well, it has the opposite effect. It gives users easier access to their investment information, leaving advisers more time for the conversations that matter the most.
No advisory firm sets out to build a fragmented technology stack. It happens gradually. A CRM here, a cashflow planning tool there. A risk profiler from one provider, a client portal from another, the list goes on. Before long, your advisers are logging into eight or ten different systems simply to complete one piece of advice. It has become accepted as ‘just the way things are,’ but is that really good enough?
When we launched AdviceObjects, we adopted the financial industry standard pricing model – per user licences. It’s simple and easy to understand. You recruit another adviser, paraplanner or administrator, you buy another licence. But, as we’ve watched our clients grow, something has become increasingly clear. Success should be rewarded, not penalised.
Onboarding is one of the most important steps in the adviser/client relationship, yet for many firms, it is also one of the biggest administrative burdens. The good news is, you no longer have to choose between efficiency and compliance. With the right technology, you can automate much of the process and offer a highly personalised experience.
Have you ever wondered why your data is spread across various different platforms? You wouldn’t squirrel away food throughout the house. It all lives in the kitchen, where you need it. Financial advisers have been encouraged to build a technology stack piece by piece, but as the demands on your data increase, that stack is starting to look increasingly unstable.
It’s not magic – AI or otherwise. We really can help you produce tailored, compliant suitability reports in half an hour. How? Because our advice technology has been shaped and developed using your feedback. We understand how you want to work. Automating some of the suitability report process is just one example of how we keep finding ways to make AdviceObjects even better!
