Modern Adviser Software

What is an Adviser/Intermediary-led model?

The Adviser or Intermediary business model is one of the oldest where Advisers manually serve customers. Here we are talking about reinventing the old high touch business model for the digital age through superior client digital experience and automation of many Adviser tasks, such as onboarding, advice report generation, portfolio building and monitoring, to name a few. These business models are primarily for Wealth Advisory firms or Product Providers who want to distribute their products through Advisers and Intermediaries acting as a sales enablement tool in a B2B2C model.

There is a growing recognition that the next generation coming into wealth will have different needs and expectations around service provision. They will want a different high-touch service level combined with digital that is enabled over the channel of their choice and at the time of their choosing. Going digital was an ongoing issue before Covid19 but has been pushed sharply into the spotlight as advisers and clients alike needed to find new ways to connect remotely and seamlessly engage quickly.

The firm’s adviser needs to be given equal importance in providing a modern practice management and financial planning software that offers superior flexibility in terms of interface, communication, functionality and automation wherever possible. Our digital tools will allow them to focus on the activities to add value and work towards having a deeper relationship with the clients. We think the need to provide digitalisation is overwhelmingly clear. The successful wealth managers of the future need to consider how to meet clients’ needs and free up their advisers to provide customisation and value-added services with superior client engagement.

User Portals Provided

Client/investor portal

ADVISER portal -Intermediary

PRODUCTs/PORTFOLIOS portal

Administration portal

Key Features

CASE STUDY

See how we launched an Adviser/Intermediary Solution

Project Info

We set out to create a cloud native SAAS based  Adviser/Intermediary software platform in their market that can meet the demands of the firm’s next generation of clients/investors to serve them entirely online or in a hybrid manner.

Client

Internal Product

PRODUCT NAME

AdviceObjects

Year

2021

Service

End-to-End Integrated,
Third party integrations,
Cloud-native strategy
RESTful API based platform

Project Link

adviceobjects.com

Our Solution

The adviser technology we built needed to make an efficient and thorough job of each stage of the client lifecycle. From digital prospecting, onboarding, planning, implementing, reporting and then ongoing engagement and management, there needed to be one unified wealth software sat underneath that can automate as much as possible. The solution we built had to make life easier for the firm’s clients and its users (advisers, portfolio managers, operations and compliance staff).

Our solution with a digital focus is what brings it all together in terms of the service offering we developed. Our newly launched Wealth CRM and financial planning software with a tightly coupled client portal, AdviceObjects, is accessible and affordable to all firms. Another critical element of our platform is that it requires no installation, and thus again, this makes it convenient for wealth managers to create a seamless transition.

OUR WAY

Learn about our flexible ways of delivering your solution

Implementation Options

End-to-End fully integrated

API-based with your UI/UX

A combination of both methods

Deployment Options

On-Cloud
Private Instances

On-Premise Instances

A combination of both methods

Scalable Pricing Options

Monthly Licencing incl. Support

One-off Licencing & Annual Support

Other Combination Options

Let's collaborate

Let's launch your Intermediary/Adviser Platform