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AdviserTec is a cloud-based software platform designed for financial advisers.
The software is being built around the needs of financial advisers, enabling businesses to organise and manage their advisers, clients and cases and allowing them more time to focus on generating new business and serving customers well.

AdviserTec will provide financial services firms with a wealth of tools that are designed to make managing and growing their businesses easier. The platform will provide a streamlined solution to help manage mortgage and protection business from start to finish and provide accessible routes to refer other types of business. Our solution will enable firms to save time, money and resources while helping advisers increase their efficiency and compliance levels.

CORE FEATURES OVERVIEW

AdviserTec-Features

  • CRM

    CRM to manage client relationships and keep track of client information and contact preferences. Securely stores all relevant information for each client in an organised manner allowing quick and easy access. Enables users to track interaction history with clients through use of contact notes.

  • Case Management

    The software will provide the ability to manage and track the entire process of a case from start to finish. Keep track of all important correspondence, documents, tasks, notes and reminders related to a case in one place. Users can see recent activity on their cases, add notes and tasks to a case, schedule reminders and view a complete timeline of a cases progression with a full audit trail detailing the events and actions that have occurred.

  • Client & Introducer Portals

    AdviserTec will provide client facing tools through a client portal. Users are able to send an invite to a client to begin the on-boarding process. After a client has been issued login credentials the portal will allow clients to complete a streamlined FactFind at their leisure as well as upload documents, access secure messages, receive progression updates and pay broker fees. Introducers will have the ability to refer a client, receive relevant updates and track remuneration.

  • Document Management

    Document Management features keep information organised and easy to find, all documents for a specific case can be found in just a few clicks. Users can securely upload and store documents quickly and easily. Clients can upload requested documents through the secure customer portal. The software will also provide firms with a central document storage area to store generic documents, disclaimers, terms of business, privacy notice, marketing information etc.

  • Document Generation

    Document generation tools to create professional branded advice documents and letters quickly and easily. All documents generated or uploaded to the system are stored safely and securely and can be accessed from the documents section on a case or policy.

  • Fact Finding

    Comprehensive and client friendly fact finding solution capturing all the required data through a streamlined and simple process. A Fact Find may need to be checked for compliance, users with the appropriate role will be notified automatically and can provide feedback if there are any issues with the submitted fact find.

  • Reporting Suite

    Gain valuable insights into business performance with comprehensive management information reports. Ensure compliance and easily view all information required for regulatory submissions.

  • Third Party Integrations

    Third party integrations will help provide an even more streamlined and seamless experience.

  • Commission Management

    Tools for reconciling commission payments from providers, tracking retained income and commission payments to advisers with reporting features. The software will allow bulk upload of external transactions via CSV these transactions can then be reconciled to policies and commission payments due can be calculated and shown on reports and the advisers remuneration area.

  • Referrals & Lead Management

    The software should facilitate the tracking of referrals for other types of business. This will include other types of business being referred out externally and for mortgage and protection business to be referred in from third party introducers. Lead management system allows a new enquiry or referral to be assigned to an adviser, the adviser is notified and has access to the lead details.

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