Adviice

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This innovative financial planning platform helps individuals to create and manage their retirement strategies with ease, while also offering the option to connect with fee-only advisors for personalized guidance. Key features include AI-driven recommendations, integration of government benefits, customizable cash flow modeling, and access to educational resources, all designed to simplify the retirement planning process and improve financial literacy for both clients and advisors.

Adviice 可以在以下位置找到： Robo-Advisors & Wealth Management 类别。

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细节

定价: C$9/mo

消费者类型: B2B & B2C

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Adviice 主要特点

Direct Access
Clients have direct access to a financial planning platform trusted by advisors in Canada.
Faster Advice
The SaaS allows for quicker advice by combining client data entry with advisor insights.
Fee-Only Payments
Advisors can set up fee-only payment options for their services.
30-Day Video Guide
Clients can follow a video guide to help them start their retirement plan and manage their savings.
AI-Powered Options
The SaaS uses AI to automatically explore financial planning options for clients.
Efficient Planning
Advisors can save time by having clients enter their own data and upload documents.
Client-Led Planning
Advisors can invite clients to create their own financial plans on a customized platform.
Easy Document Uploads
Clients can easily upload documents using a simple drag-and-drop feature that is secure.
Free Trial for Clients
Advisors can offer a free trial to attract new clients to financial planning.
White Labeled Platform
Advisors can create their own branded financial planning platform with custom logos and domains.
Easy Financial Planning
Clients can easily start building their financial plan using a powerful platform.
Automatic Strategy Evaluation
AI helps both clients and advisors quickly evaluate different financial planning strategies.

Adviice 优势

AI-Powered Options
The SaaS uses AI to quickly find the best financial planning strategies for clients.
Increased Referrals
Clients can easily refer friends and family after having a good experience with their financial planning.
Client-Led Data Entry
Clients can enter their own information, which saves time for both clients and advisors.
Easy Document Uploads
Clients can quickly upload documents, making the planning process faster and simpler.
Custom Financial Plans
Advisors can create personalized financial plans that fit each client's needs.
White Labeled Platform
Advisors can brand the platform as their own, making it more personal for their clients.
More Efficient Planning
Advisors can focus on giving advice instead of spending time on data entry.
Engagement with Advisors
Clients can connect with fee-only advisors if they need extra help with their plans.
Direct Access to Financial Planning
Clients can easily start their financial plans without needing to wait for an advisor.

谁应该使用 Adviice？

clients
Clients can easily start their financial plan and see many options to save and invest better.
advisors
Advisors can use the platform to help more clients and give them better advice quickly.

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