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What Adviso offers

Adviso brings client work, paperwork, and team coordination into one place. It’s built for financial planners, insurance brokers, and advice practices that want to run smoother and grow faster.

Your practice

Role-aware workspace

  • Right experience for each role Advisers, office staff, admins, and operators get navigation that fits the job — not one generic menu for everyone.
  • Clients on their own path Signing and client journeys stay separate from the team workspace, so nobody opens the wrong thing by mistake.
  • Looks like your firm Your branding and settings show up where you put them — not a blank vendor template.

The client file

One place for each client

  • One story for the whole team After onboarding, everyone works from the same file — not rival spreadsheets and email threads.
  • The essentials in one view Who advises them, how to reach them, what cover is on the books, and what happened lately — together, not five clicks apart.
  • Room to grow Needs analysis, advice records, compliance, claims, and message history are planned to live here too.

How work moves

Cases and workflows

  • Repeatable playbooks Onboarding, new business, takeovers, claims — the same quality of process every time.
  • Steps people can actually follow Guidance, deadlines, files, and comments. Email, signing, and internal work can share one case.
  • Admins steer the template Define workflows and step order so the firm stays aligned.

Pipeline

Cases board

  • Caseload at a glance Columns for Open, On Hold, Completed, and Cancelled — each case is a card.
  • Slice it your way Mine only, pick workflows, watch SLAs, or search by client — without leaving the board.
  • Open and continue Jump straight into the case: next steps, due dates, and activity in one place.

Paperwork

Documents

  • One library for the practice Upload, search, and organise without digging through inboxes.
  • Linked to the right client Know what belongs to whom; open common formats in the browser.
  • Tag freely, find fast Free-form tags like “FNA” or “Discovery 2026” — filter by what you actually call it.
  • Not on personal drives Files live in protected cloud storage your firm controls.

Context

Notes

  • Capture from WhatsApp or email Send a message; it lands in the practice inbox with everything else.
  • Team inbox with clear status See what’s open, done, or archived — and what still needs someone.
  • Or add in the app Type or edit a note while you’re already on the file.

AI today

Smarter note intake

  • From rough note to new client Paste or save informal text; AI suggests name, ID, phone, and email. You fix and save when it’s right.
  • Nothing saves until you say so Review every field before a record is created.
  • More AI later Meeting notes → advice-ready drafts is on the roadmap.

Outreach

Email and SMS

  • Templates that stay on-brand Email and SMS with consistent, compliant wording.
  • Personal detail without retyping Merge client facts into the message.
  • Each adviser signs as themselves Per-user email signature with a practice-wide fallback — no shared inbox needed.

Close the loop

Electronic signatures

  • Sign as part of the case Request signatures from a workflow step — not a separate tool.
  • Your packs and forms Reuse the documents your practice already relies on.
  • Simple for the signer SMS check, then sign in the browser when it suits them.
  • Signed PDFs back on the file The case moves on; nothing gets lost in email.

Trust

Security and accountability

  • Sign-in you can tighten Password plus optional two-factor authentication.
  • Verified mobile numbers Important for signing and security texts.
  • Oversight when you need it Admins can review key actions, filter, and export for compliance.

Roles

Who it is for

  • Practice administrators Set up workflows, templates, signing, and oversight.
  • Advisers Run clients and cases without switching systems.
  • Office staff Keep the pipeline moving — less folder archaeology.
  • Clients Sign with minimal friction; a fuller portal is coming.
  • Platform operators Onboard firms and support users when Adviso runs across many practices.

Coming soon

Coming soon

Astute FSE & advice reports

  • Astute FSE in the flow Run professional reports from the right step. Store the result on the client and case.
  • Advice docs stay with the playbook Needs analysis and records of advice live next to onboarding, takeover, and new business — not only in another system.

Coming soon

Screening & compliance rails

  • Risk screening Sanport-style checks — PEP, sanctions, and outcomes on the file from the workflow.
  • Compliance without a side spreadsheet Sanfin / Sanport submissions as case tasks.

Coming soon

Insurer & product workflows

  • Quotes where you already work New-business cases tied to the houses and platforms you use today.
  • South African insurers first Aim to cut re-keying across flows such as PPS, Sanlam, and Discovery-class platforms.

Coming soon

Client portal & practice reporting

  • Client portal Secure invite and activation as a normal step in the process.
  • Practice pulse Dashboards for clients, cases, premiums, and pipeline — plus exports when you need a snapshot.