PRODUCT OVERVIEW
One Advisor is practice management software for financial advisers. It holds your client and policy book, reconciles the commission you are paid on it, and produces the compliance work that sits around it. One place, one set of permissions.
A practice usually arrives with the same three problems: client information spread across spreadsheets and inboxes, commission statements that have to be checked by hand every month, and compliance documents rebuilt from scratch each time. One Advisor is organised around solving those, in that order.
Everything belongs to your organisation and is visible only to the people you scope it to. See Security for how that works.
The four modules
Directory
Directory is where your practice is described to the system: who works here, which branch they sit in, and what each of them is allowed to do.
Client
The client book, and everything attached to it. Bring existing data in from spreadsheets, keep it clean, and see the shape of your policy base at a glance.
Commission
Commission reconciliation without the spreadsheet. Statements come in from product providers, get matched against your clients and policies, and split between the advisers entitled to them.
Compliance
The regulatory side of advising. Screen the people you take on, keep their FICA records together, and generate the documents your practice is expected to produce, built from each broker's own credentials and signed by the client without a printer in sight.
Where to go next
- Frequently asked questions covering imports, screening, permissions and pricing
- Security: who can see what, and the audit trail behind it
- Contact us to talk to a person
Step-by-step user guides are in progress. In the meantime, a demo is the fastest way to see the platform against your own data.
DEMO
If you are interested in One Advisor please let us know and we will contact you to set up a demo at your convenience