About Adviesbox
Adviesbox is a consulting software from Intersoftware that provides a platform for financial advice and planning. It includes tools for client management, document generation, and compliance tracking so advisors can effectively manage their practice. The software supports the creation of customized financial reports and simplifies regulatory compliance processes. Users can access a wide range of templates and resources to assist in client consultations. Key capabilities: client management document generation compliance tracking financial reporting template access Best for: financial advisors that need to improve their consulting efficiency and manage client relationships effectively.
Adviesbox from Intersoftware is a comprehensive advisory platform designed for financial advisers, mortgage brokers, and similar professionals, offering a centralized environment to manage client dossiers, perform financial planning, and streamline mediation workflows. Its key strength lies in efficiency, integrating client profiling, product comparisons, and up-to-date financial, tax, and mortgage tables into a single interface, which significantly reduces the time and manual effort required for calculations and reporting. Users can simulate mortgage scenarios, analyze client cash flows, and generate detailed “adviesrapporten” or advice reports, while integration with services like Calcasa allows direct property valuation requests from within the platform. Adviesbox also leverages “brondata” sources, including UWV income data, to automate client financial information gathering, further improving workflow speed and accuracy. On the technical side, the platform offers robust support through a comprehensive knowledge base, user manuals, and guidance for HDN message handling and data exports, ensuring advisers can fully utilize its capabilities. Licensing is flexible, with per-user models under non-exclusive agreements, allowing scalability for advisory teams of different sizes.
Pros & Cons
- +Significantly improves advisor efficiency, saving time on mediation tasks.
- +Reduces manual data entry and risk of error by using source-data integration.
- +Flexible storage options, allowing firms to manage data where they prefer.
- +Scalable and modular, adaptable for different advisory models, including bespoke ones.
- +Highly regarded in the Dutch advisory market; recognized for being robust and reliable.
- −Data storage depends on the user, so data management and backups are the user's responsibility, increasing operational risk.
- −Initial setup and configuration may require effort, especially to integrate source-data systems.
- −Primarily designed for financial advisory and mediation; may not serve well as a full CRM or enterprise system.
- −Updates to fiscal or social rules require regular maintenance to ensure accurate advice.
Features
Key features
- Advice & Mediation Workflow
- Helps financial advisors automate key parts of the client advice, application, and mediation process.
- Product Calculation Engine
- Supports mortgage, insurance, and financial-product calculations, incorporating fiscal and social data.
- Source Data Integration
- Integrates with external source-data services to prefill client data, speeding up the advice process.
- Client Dossier Management
- Maintains a full client profile, including financials, goals, and advice history.
- Reporting & Advice Documentation
- Generates custom advice reports for clients; supports regulatory and compliance needs.
Additional features
- Advice, Orientation & Inventory
- Provides modules for the early advisory stages (client discovery, needs analysis) as well as detailed inventory of client financials.
- Integrated Brokerage/Mediation Module
- Includes a built-in mediation feature for products like mortgages, reducing duplication of effort.
- Fiscal & Social Figures / Tax Rules
- Built-in up-to-date fiscal and social statistics to support accurate advice.
- Data Storage Flexibility
- Stores advice data in databases managed by the user — either SQL Server or Access, depending on setup.
- Backup Control
- Users are responsible for their own data backup strategy; the system does not enforce automatic backups.
- Customizable Platform
- The core Adviesbox engine can serve as a foundation for tailor-made advisory interfaces or workflows.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Adviesbox
Adviesbox is a consulting software from Intersoftware that provides a platform for financial advice and planning. It includes tools for client management, document generation, and compliance tracking so advisors can effectively manage their practice. The software supports the creation of customized financial reports and simplifies regulatory compliance processes. Users can access a wide range of templates and resources to assist in client consultations. Key capabilities: client management document generation compliance tracking financial reporting template access Best for: financial advisors that need to improve their consulting efficiency and manage client relationships effectively.
Adviesbox Details
Adviesbox's In-App Market Place
Does Adviesbox have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
EUR (€)
Pros & Cons
- Significantly improves advisor efficiency, saving time on mediation tasks.
- Reduces manual data entry and risk of error by using source-data integration.
- Flexible storage options, allowing firms to manage data where they prefer.
- Scalable and modular, adaptable for different advisory models, including bespoke ones.
- Highly regarded in the Dutch advisory market; recognized for being robust and reliable.
- Data storage depends on the user, so data management and backups are the user's responsibility, increasing operational risk.
- Initial setup and configuration may require effort, especially to integrate source-data systems.
- Primarily designed for financial advisory and mediation; may not serve well as a full CRM or enterprise system.
- Updates to fiscal or social rules require regular maintenance to ensure accurate advice.
Adviesbox's Support Options
Email Address
info@intersoftware.nlContact
0182 - 200 300Adviesbox's Alternatives
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