Intuitive Adviser CRM and planning software with an elegant Client Portal to flexibly deliver advice in-person, digitally or in a hybrid manner. #FinTech
London, UK
Joined March 2020
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AdviceObjects retweeted
@F_TRC are delighted to announce that @AdviceObjects and @IntellifloLtd will both be supporting “Empowering Advice Through Technology” on 27th January 2022.
For more details about the #conference, and to book your place, please visit advisersoftware.com/eatt-202…
#advicetech #fintech
AdviceObjects retweeted
Our #research includes #analysis on over 100 #advicetech solutions and we are making large amounts of it free to #advisers via our #advicetechhub.
Follow the link below to read our analysis on @AdviceObjects who are operated and owned by @WealthObjects
bit.ly/3wyZBba
This is the first in a daily series of studies to help understand the wide range of #advicetech options open to you. @AdviceObjects is featured in the #practicemanagement, #clientportal & #cashflow sections on our #AdviceTechHub. Click for more details!
bit.ly/3wyZBba
AdviceObjects retweeted
What wealth managers should look for when digitising client relationship management
bit.ly/3p4yMse
#WealthTech #FinTech #wealthmanagement
@WealthObjects
AdviceObjects retweeted
Best wishes for a great 2021 from everyone at @WealthObjects @AdviceObjects to our friends in #FinTech #DigitalWealth #WealthTech @Fintech_Global @AltFiNews @TheWealthMosaic @iaengine @HollandFinTech #FinServ #InsurTech #Roboadvisory #Digitaladvice #roboadvice #HybridAdvice