Consistent service and real-time oversight across advisory networks
We built the foundations of Advisor-E, a platform that standardises how advisory networks work with clients and shows managers progress as it happens.
Managers stop chasing reports and see progress in real time
The business problem
Advisory firms and franchisors had client documents and tasks scattered across email, spreadsheets and personal drives. Managers spent time chasing activity reports, service quality varied by advisor, and bringing new advisors up to speed was slow.
What we did
We architected and built the core platform: shared communication, document and task management, the template engine that guides advisers and clients step by step, and the closed feedback loop that gives managers live visibility across the network.
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A 30-minute conversation with a director.
No sales script. Tell us what is getting in the way, and we will tell you plainly whether we can help.