Wyser Assist

AdvicePro has partnered with Wyser to bring their AI technology into AdvicePro. The product ASSIST allows for transcribing and summarisation of client/adviser calls and recordings.

Once a call is completed, the recording is uploaded to the ASSIST system, which transcribes the call and produces a selection of summaries of the discussion. The adviser will be notified when this process has completed and will be able to review the transcript, select an appropriate summary format, which will then automatically record, with the call duration, in the Case/Enquiry as a Work Completed item.

For more information, contact your Account Manager or the Helpdesk.

Auto Actions

Easily create Auto Actions that automatically perform tasks in AdvicePro based on adviser activity, and Quick Actions, which allow advisers to trigger one or more actions to happen on the click of a button.

By automating routine tasks, Auto Actions helps your organisation maintain high-quality data, enhance service delivery and give your advisers more time to make a difference.

AdvicePro Insights

Introducing AdvicePro Insights, the exciting new FREE upgrade for AdvicePro Reports! With its Customisable Dashboard functionality and a sleek, modern design, it brings a fresh perspective to your reporting experience.

External Document Storage

External Document Storage allows agencies to use their Sharepoint, Dropbox or Google Drive accounts as document storage. More information in the Help & Support > Recent Updates section for the application.

Client Portal

Originally launched in April 2020 with the Client Signature module, the extended Client Portal now lets you and your client share documents and communicate securely. More information in the Help & Support > Recent Updates section for the application.