WealthObjects Partners with CISI as a Financial Planning Supporter

We are excited to announce that AdviceObjects, WealthObjects’ owned cutting-edge Wealth/IFA practice management CRM and Client Portal App software, has partnered with CISI (Chartered Institute for Securities & Investment) as a Financial Planning Supporter. This partnership underscores our commitment to delivering innovative technology solutions tailored for financial advisers and their clients. WealthObjects is proud to collaborate with such a reputable and credible institution that leads the way in advancing financial planning and advice. We eagerly look forward to the initiatives we will undertake together throughout 2025 to drive the industry forward and enhance professional excellence.