Your Advisor Pro
With all the benefits of Your Advisor Start and more!
This includes the ability create your own branded app so when your clients connect with you, they see your brand every time
This builds trust and allows you to
Your Advisor Pro is already built which means you can set setup quick and easily, saving time and money by simply by adding your brand
The app also ensures you remain compliant in relation to customer duty by providing an audit trail of communications saving you lots of headaches

Get ahead today with Your Advisor Pro
Create your own branded app
Save admin time and focus on what really matters.
Your Advisor Pro is simple to get started and easy to use
Enabling you to have instant and secure communication with your clients
Keep documents organised and easily accessible
And your clients can access their policies in mortage and protection anytime, anywhere
All at a fraction of the cost

Price xxx per month
Features Include

  • Document Upload(Customisable) - convert to pdf

  • Two-Way Chat Facility

  • Referrals Management

  • 24/7 Access Mortgage, Insurance & Wealth

  • Client Profiling

  • Pre quote

  • Automated videos - Videos- filter your clients and target your videos to different category

  • Automated messages

  • Automated reminders - set reminders as early as 1 year in advance of a mortgage renewal

  • Templates -get access to unlimited templates

  • Calendly booking

  • Tiered login- assign clients to specific advisors

  • Ai AutoFill -automate the process of extracting and populating data from PDF documents into client’s application on the platform

Your Advisor Pro Testimonial

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