AdviceObjects @AdviceObjects

Intuitive Adviser CRM and planning software with an elegant Client Portal to flexibly deliver advice in-person, digitally or in a hybrid manner. #FinTech adviceobjects.com London, UK Joined March 2020

Tweets

13
Followers

33
Following

64
Likes

12

AdviceObjects @AdviceObjects

3 years ago

🎆 Exciting News 🎆 Our client portal mobile app is now live! 📱🎉 As a valued subscriber, you can now enjoy our apps at no extra cost! Upgrade your client experience today. #clientmobileapps #advisercrm @advisersoftware @Profadviser @theactualpolson @Next_wealth @FTAdviser

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AdviceObjects @AdviceObjects

3 years ago

Wish you a Merry Christmas and a Happy New Year from everyone at #AdviceObjects. Hope all your dreams come true in 2023!🎉 #wealthtech #wealthmanagement #financialadvisors #wealthmanager #AdviserTech #wealthplatform #ifa @WealthObjects #Fintech #Digitaladvice #HybridAdvice

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AdviceObjects @AdviceObjects

3 years ago

We’re here at #PFSFestival Stop us and say hello! @pfsconf @AdviceObjects @WealthObjects

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AdviceObjects @AdviceObjects

3 years ago

It's #EarthDay #EarthWeek in perpetuity. Let’s do our part. #ThePowerOfPossible #InvestInOurPlanet #EarthDay2022 #Ecologi @WealthObjects @AdviceObjects ow.ly/xEFS50IQfbF ✊

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AdviceObjects @AdviceObjects

3 years ago

It's #EarthDay #EarthWeek in perpetuity. Let’s do our part. #ThePowerOfPossible #InvestInOurPlanet #EarthDay2022 #Ecologi @WealthObjects @AdviceObjects ow.ly/xEFS50IQfbF ✊

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AdviceObjects @AdviceObjects

4 years ago

We wish you a very happy, healthy and prosperous New Year 2022! Hope all your dreams come true this year! 🎉

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Adam Flowers @AdviserTechAF

4 years ago

@F_TRC are delighted to announce that @AdviceObjects and @IntellifloLtd will both be supporting “Empowering Advice Through Technology” on 27th January 2022. For more details about the #conference, and to book your place, please visit advisersoftware.com/eatt-2022/ #advicetech #fintech

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AdviceObjects @AdviceObjects

4 years ago

Join us at the Professional Adviser 360 conference on 7th October. The day is packed full of insightful content from various industry experts and engaging Q&A sessions. #AdviserTech #AdviceTech #financialadvisers @Profadviser @WealthObjects @advisersoftware

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AdviceObjects @AdviceObjects

4 years ago

A2Risk's ATR and Risk Capacity questionnaires are fully integrated and available to use as a free add-on through @AdviceObjects software and client portals, made for #FinancialAdvisers #IFA firms. #AdviserTech #WealthTech #wealthplatform #wealthmanagement @WealthObjects

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Adam Flowers @AdviserTechAF

4 years ago

Our #research includes #analysis on over 100 #advicetech solutions and we are making large amounts of it free to #advisers via our #advicetechhub. Follow the link below to read our analysis on @AdviceObjects who are operated and owned by @WealthObjects bit.ly/3wyZBba

AdviserSoftware.com @advisersoftware

4 years ago

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FINTECH GLOBAL @Fintech_Global

5 years ago

What wealth managers should look for when digitising client relationship management bit.ly/3p4yMse #WealthTech #FinTech #wealthmanagement @WealthObjects

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WealthObjects @WealthObjects

5 years ago

Best wishes for a great 2021 from everyone at @WealthObjects @AdviceObjects to our friends in #FinTech #DigitalWealth #WealthTech @Fintech_Global @AltFiNews @TheWealthMosaic @IAEngine @HollandFinTech #FinServ #InsurTech #Roboadvisory #Digitaladvice #roboadvice #HybridAdvice

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Product Owner @twenty7tec. Liverpool Supporter, and consistently inconsistent golfer.

Thoughts are certainly all my fault!

David Teague @davidjteague

359 Followers 1K Following Product Owner @twenty7tec. Liverpool Supporter, and consistently inconsistent golfer. Thoughts are certainly all my fault!

Head of @FoundationVerve
Passionate about changing the face of finance #BeTheChange
& educating the masses #BreakTheTaboo (and hashtags, apparently)

Hayley Rabbets (She/H... @hayley_rabbets

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The not-for-profit arm of @GroupVerve, born as a result of the Covid-19 pandemic with the aim of creating and investing further into the future of #finance.

The Verve Foundation @FoundationVerve

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Origo_Services @Origo_Services

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Grace @coston_grace20

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The Modern Financial Services CRM with a linked Client Portal to centralise all your information and engage with clients and colleagues better digitally

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Lesough @Lesough355524

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Intuitive CRM and Client Portal helping wealth and investment firms eliminate multiple tools, reduce costs and improve client experience. #wealthmanagement

@wealthorganiser @wealthorganiser

0 Followers 2 Following Intuitive CRM and Client Portal helping wealth and investment firms eliminate multiple tools, reduce costs and improve client experience. #wealthmanagement

MoneyController.uk @UkController

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illio @illioTech

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FCISI | Chartered Financial Planner | CFP | Mackenzie Financial Planning. | Independent. IFA | - Coach Ramsbottom Utd Juniors | Sponsor of @themet

Paul Jones @Mackenziefp

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Founder of Harley West, I am a business transformation expert with a background in management, strategy, transformational change, and strategic marketing.

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Oxford Risk deploys behavioural finance software to banks, wealth managers, and financial institutions to help investors make better decisions.

Oxford Risk @OxfordRiskLtd

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Chief Commercial Officer at the original #fintech, dad to two boisterous boys, Newcastle Falcons fan, likes a craft beer or cider (preferably both)

Richard Clark @richardorigo

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NorthStar Wealth Mana... @ns_wm

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All you need to know about software for financial advisers, in one place. An unparalleled level of analysis & information on getting the best from #AdviserTech

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272 Followers 514 Following All you need to know about software for financial advisers, in one place. An unparalleled level of analysis & information on getting the best from #AdviserTech

A Certified Financial PIanner™ professional, Chartered Wealth Manager, Registered Life Planner® and owner of @SantoriniFP. Tweeting customers fairly since 2009.

Matthew Walne CFP™ @MatthewWalne

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Rob Tedder @RobTedder

364 Followers 954 Following Account Manager, UK at Conquest Planning. Keen Golfer, average tennis player. Dinosaur Expert

AdvisorStream - Digit... @AdvisorStream

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Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Investment Management and Estate Planning. Posts are not advice

David Hearne, CFP™ @dontdelay

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Research Consultant at @f_trc #AdviserTech, #WealthTech & #Fintech @advisersoftware - All you need to know about software for financial advisers, in one place.

Adam Flowers @AdviserTechAF

436 Followers 1K Following Research Consultant at @f_trc #AdviserTech, #WealthTech & #Fintech @advisersoftware - All you need to know about software for financial advisers, in one place.

Contengo Ltd @ContengoLtd

103 Followers 323 Following Integrating systems for a superior user experience. Control your data, control your business.

PraveenC @CPG1111

0 Followers 65 Following

Powering FinTech Revolutionising Investment. @InvAssoc initiative designed to accelerate #Fintech #innovation & #adoption of #tech within #InvestmentManagement

Engine @IAEngine

2K Followers 2K Following Powering FinTech Revolutionising Investment. @InvAssoc initiative designed to accelerate #Fintech #innovation & #adoption of #tech within #InvestmentManagement

SmartSearch is the leading online provider of Anti-Money Laundering verification for your clients. Call 1 (855) 933-6265 (Toll-Free)

SmartSearchUS @SmartSearchUS

322 Followers 1K Following SmartSearch is the leading online provider of Anti-Money Laundering verification for your clients. Call 1 (855) 933-6265 (Toll-Free)

GAINNS PLATFORM @GainnsPlatform

3 Followers 4 Following The Modern Financial Services CRM with a linked Client Portal to centralise all your information and engage with clients and colleagues better digitally

Winner of Moneyfacts' Best Wrap/Platform Award 2023, Parmenion is built from the ground up to be the home for your investment proposition. Media: press@parmenio

Parmenion @parmenionuk

2K Followers 2K Following Winner of Moneyfacts' Best Wrap/Platform Award 2023, Parmenion is built from the ground up to be the home for your investment proposition. Media: press@parmenio

Nucleus combines the capabilities of James Hay Online and Nucleus Wrap, with the goal of making retirement more rewarding.

Nucleus Financial @nucleuswrap

7K Followers 2K Following Nucleus combines the capabilities of James Hay Online and Nucleus Wrap, with the goal of making retirement more rewarding.

We are a professional body dedicated to building public trust in the insurance and financial planning professions with 122,000 members around the world.

Chartered Insurance I... @CIIGroup

20K Followers 2K Following We are a professional body dedicated to building public trust in the insurance and financial planning professions with 122,000 members around the world.

Extensive experience on all aspects of the financial planning process equips us deliver insightful, profit generating support for financial advisers/nstitutions

Technical Connection @tecconn

400 Followers 19 Following Extensive experience on all aspects of the financial planning process equips us deliver insightful, profit generating support for financial advisers/nstitutions

Senior Editor of FT trade title @FTAdviser. Also: author, public speaker, possibly funny. Leftist softy. God-botherer. Cat-stroker. All views my own. 🇨🇦 🇬🇧

Simoney Kyriakou 🇨... @MoorgateMermaid

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Charles Stanley Wealt... @_CharlesStanley

8K Followers 3K Following Focusing on you to provide financial peace of mind. Get in touch to find out more.

Investment Week provides the best news & analysis of the investment market for investment advisers and wealth managers

Investment Week @InvestmentWeek

23K Followers 497 Following Investment Week provides the best news & analysis of the investment market for investment advisers and wealth managers

Wealthtime @wealthtimeuk

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NextWealth is a specialist research and consultancy firm dedicated to helping financial organisations adapt to what’s next in wealth.

NextWealth @Next_wealth

824 Followers 237 Following NextWealth is a specialist research and consultancy firm dedicated to helping financial organisations adapt to what’s next in wealth.

Award winning head of research and industry commentator at Protection Guru. Passionate about helping advisers protect more clients and bad golf!

Adam Higgs @ProtectGuruAd

536 Followers 512 Following Award winning head of research and industry commentator at Protection Guru. Passionate about helping advisers protect more clients and bad golf!

Rob Tedder @RobTedder

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Seccl @SecclTech

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The Investment Associ... @InvAssoc

6K Followers 2K Following We represent UK investment managers. Our 250 members manage over £9.1 trillion on behalf of savers and investors.

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Origo_Services @Origo_Services

2K Followers 2K Following We are dedicated to connecting the financial services marketplace by boosting efficiencies, performance and financial outcomes. Parent company of Unipass.

Our official page for UK investment professionals only, not retail investors. Commentary is not advice and views are subject to change https://t.co/PqYF1JtWxQ

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2K Followers 298 Following Our official page for UK investment professionals only, not retail investors. Commentary is not advice and views are subject to change https://t.co/PqYF1JtWxQ

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DD|Hub @DDHub_

74 Followers 58 Following The intelligent & efficient way of handling discretionary investment manager due diligence. Instant online access to DDQ responses for advisers and managers.

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4K Followers 950 Following Behavioural finance, decision theory, sustainable investing, financial wellbeing @OxfordRiskLtd. Earned opinions only.

Investment specialists with a 25-year heritage working towards a more sustainable world. Our values – adapt, evolve and thrive – are at the core of what we do.

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We’re one of the UK’s leading financial services groups. We’re available via our website Mon-Fri 9am–5.30pm. Direct messages from X are not monitored.

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12K Followers 133 Following We’re one of the UK’s leading financial services groups. We’re available via our website Mon-Fri 9am–5.30pm. Direct messages from X are not monitored.

Bringing UK advisers & wealth managers: latest investment research, event updates, practice management tips and CPD-accredited training. https://t.co/tlJNp8psoP

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Welcome to the official home of Aviva UK. To find out how we use your data, visit https://t.co/gbKoZ0OIWp. Please do not share personal info publicly.

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Helping people with pensions, saving and investment solutions since 1831.

For all customer service and support, visit: https://t.co/Q6qTI9kHLp

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