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.