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AdviAlly

by AdviAlly - Allies Tech · Since 2015
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Active1+ countriesCloud
Quick facts
VendorAdviAlly - Allies Tech
Year launched2015
StatusActive
Location901 NW 35th St, Boca Raton, FL 33431
Countries served1+
Languages8
Integrations12+
Free tierN/A
Free trialN/A
Contact salesN/A

About AdviAlly

AdviAlly is an advisory management software from AdviAlly - Allies Tech that focuses on providing tools for financial advisors. It offers client relationship management, compliance tracking, and performance reporting so that advisors can manage client interactions effectively. The platform is designed to support the needs of financial professionals who require organized management of their advisory practices. AdviAlly includes features for document management to simplify record-keeping, as well as analytics tools for performance insights. Key capabilities: client management compliance tracking performance analytics document management reporting tools Best for: financial advisors that need comprehensive management solutions for their client engagements.

AdviAlly is a robust, cloud-based CRM and personal finance management platform tailored specifically for financial advisors and planners. Its strengths lie in its integrated approach, combining CRM with PFM features and a secure client portal to enhance client engagement and streamline operations. The platform's strong integrations and automated features offer significant value. While it is a niche solution not intended as a general ERP, AdviAlly provides an effective and reliable tool for financial professionals seeking to manage client relationships and financial data efficiently.

Pros & Cons

Pros
  • Provides personalized financial advice tailored to individual needs
  • Helps users better manage their finances and make informed decisions
  • Seamlessly integrates with other financial tools and accounts for a holistic view of finances
  • Offers real-time updates and alerts on financial status and market changes
  • Enhances communication and collaboration between financial advisors and clients
Cons
  • Highly specialized for the financial services industry, limiting its applicability for broader ERP functions or general business use.
  • Pricing information is not publicly available and would require a direct inquiry.
  • Lacks features for general ERP functions like manufacturing, supply chain, or HR beyond basic contact management.

Features

Key features

Interactive Advisor and Client Portal

Provides secure, interactive portals for both advisors and clients to manage finances and share documents.

Client Financial Accounts Aggregation

Aggregates client financial accounts for a comprehensive view of their finances.

Opportunity and Prospect Tracking

Tracks sales opportunities, leads, and contacts for effective lead conversion.

Secure Email and Communication

Facilitates secure communication and email correspondence within the platform.

Dynamic Finance Management Platform

Manages client finances with automated budgeting, detailed tracking, and personalized insights.

Expanding List of Integrations

Connects with various third-party software to improve productivity and workflows.

Additional features

Dashboard

Client dashboard for performance tracking and YOY revenue comparison.

Client Finances

Dynamic finance management platform and accounts aggregation.

Organize Tasks

Team task scheduling and event planning.

Capture Opportunities

Opportunity and prospect tracking.

Secure Email & Communication

Secure messaging and email integration.

Calendar & Events

Calendar and event management.

Document Management

Secure document sharing and management with cloud storage integration.

Invoicing & Billing

Invoicing and billing functionality.

Flowcharts

(Implied) Workflow visualization tools.

Personalized Financial Plans

Customizable personalized financial plan creation.

Bill Pay Reminders & Notifications

Sends reminders and notifications for bill payments.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
8
Interface languages
7
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanItalianJapanesePortugueseChinese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇨🇦CAD🇦🇺AUD🇨🇭CHF

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