Ditch your data-entry
Save time and ensure data integrity by digitising your client data capture and storage processes with AdvisorTools (previously AdvisorForms)
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A paper-free future is closer than you think
Save 1.5hrs per client by slicing the time spent capturing and entering client information. AdvisorTools effortlessly records and syncs your client data with your System of Record. No manual data entry, transcription errors or lengthy new client onboarding process - just lots of time back.
Why your business needs AdvisorTools
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Get back to advising
How many hours do you spend scanning, printing, posting and chasing up forms? Not to mention entering that data into your System of Record (SOR).
Use our customisable online portal to collect data from both new and existing clients. Then receive alerts when forms are completed so you can sync the data directly with your SOR.
Spend more time advising, and less on administration, with AdvisorTools.
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Turn clients into fans
First impressions are everything. That’s why a smooth new client onboarding process is vital for impressing your financial advisory clients.
With AdvisorTools, clients simply fill in their data online once, then you review it with the click of a button. Once you approve it, it automatically populates into your SOR. No paper forms or multiple manual data entries.
First impressions are everything. That’s why a smooth new client onboarding process is vital for impressing your financial advisory clients.
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Keep your client data error-free and compliant
Is your client data full of typos – or worse, wrong information? Do you keep having to guess at a new client’s handwriting? AdvisorTools solves the issue by ditching manual data entry altogether.
Clients enter their own data directly into AdvisorTools, with built-in error checking. From there, you sync it directly with your SOR to avoid costly manual mistakes.
It’s the easy solution to protect you against bad data.
Data capture made simple
Stress-free collection and consolidation
Gathering your client’s data couldn’t be easier. Simply email them a link and have them fill in their own details online. Once you’ve both reviewed for accuracy, their information syncs straight to your financial system. Freeing you up to do more of what you love – advising.
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Increase your efficiency with AdvisorTools
See all your client data on a central dashboard with AdvisorTools
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Collaborate live with your clients
As soon as your client fills in their details on AdvisorTools’ online portal, you can access and view the data. Review the form live, in collaboration with your client, to ensure all details are correct. Then simply approve the data at the click of a button. It’s a one-click tick of approval.
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Consolidate your view
Get an overview of all your clients’ data in one central, easy-to-read dashboard. Check for overdue forms, review data to avoid compliance issues or simply track your team’s progress. Pull data from other systems to avoid double entry. Centralise your clients’ data and toss your binders for good.
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Seamless customer experience
Customise what your clients see with your own business branding. Change the AdvisorTools portal colours and use your own logo to seamlessly integrate it with your other systems. Give your clients the ease of online forms while staying true to your own brand and bolstering your credibility.
Who we integrate with
AdvisorTools integrates with Iress Xplan, Xeppo, MYOB, and many more. Your system not listed? No problem. Talk to us about our custom integrations.
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"Working with Umlaut allows us to provide better quality, more compliant advice to more clients than ever"
We’d been crying out for an end-to-end solution that would drive efficiencies with respect to collection of data within our practice for years. Working with Umlaut’s AdvisorForms solution has enabled us to provide a client-friendly and completely tailored means of collecting the information we need, in the way that we want, and provides two-way sync with our existing systems which has ultimately reduced our cost to serve significantly.
STEFAN D’ALESSANDRO - AQUA WEALTH
AdvisorTools pricing options
Affordably digitise your client on-boarding process and maintain document integrity.
Lite
5 users
Additional users $15
PDF Builder
No Xplan integration
Unlimited client forms
Pro
5 users
Additional Users $25
Xplan integration
Xeppo integration
Unlimited client forms
Enterprise
20+ users
PDF builder
CSV builder
Xplan Integration
Xeppo integration
Unlimited client forms