Engage More Clients & Deliver More Value
“47% of advisors in the US already provide collaborative financial planning services…” – Michael Kitces.
It’s just a matter of time before this becomes commonplace in Canada.
AI-Powered Financial Planning
The Adviice platform is client-friendly and powered by AI. It enables you to deliver tailored financial plans unique to each client. Each plan is focused on the clients financial goal and changes as the clients needs or life status changes.
Customized & White Labeled
For Advisors, the Adviice platform can be fully white labeled and customized with your own domain, branding, colours, emails, embedded calendars etc. Customize the platform to give your clients a unique experience tailored to them. Use our external API integration to connect with your CRM, email marketing platform, and 1,000’s of other services.
Customized & White Labeled
For Advisors, the Adviice platform can be fully white labeled and customized with your own domain, branding, colours, emails, embedded calendars etc. Customize the platform to give your clients a unique experience tailored to them. Use our external API integration to connect with your CRM, email marketing platform, and 1,000’s of other services.
Work Smarter, Not Harder
The AI Strategies will save you time by instantly delivering insights & recommendations, helping you explore multiple options in just seconds. Create custom report presets with your own colours, text, images, tables etc. Values are auto-populated to help you generate custom digital and PDF reports reports in seconds.
Client-Led Planning & Lead-Gen
Use the “free trial” feature to onboard prospective clients and give them free access to the platform. Include a Call to Action (CTA) directly on your website that directs prospective clients to “Start Planning”. Give your clients an interactive financial planning experience that they’ll tell their friends and family about. Increase trust and engagement, resulting in long term planning relationships.
Client-Led Planning & Lead-Gen
Use the “free trial” feature to onboard prospective clients and give them free access to the platform. Include a Call to Action (CTA) directly on your website that directs prospective clients to “Start Planning”. Give your clients an interactive financial planning experience that they’ll tell their friends and family about. Increase trust and engagement, resulting in long term planning relationships.
