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Our Client Advisory Portal Features

Part Learning Management/ Career Development – Part Relationship Management/ Project Oversight
Part Document Management/ Systems Development. 
​
Our client advisory portal was never built to fit in a box; it was built to solve real-world problems so it's form, reflects its function.

 Train Your Team:

  • Tailor your own development curriculum
  • Record learning progress in the CPD log
  • Reduce mental saturation
  • ​Winning tools make approaching clients easy & professional​​

Improve Leverage, Whilst Maintaining Control:

  • Existing templates stop you from ‘reinventing the wheel’ 
  • Automated client service plans enforce structure and regularity 
  • Automated reminders keep everybody moving forward 
  • Global reports provide the strategic insight you’ve never had before

Win, Upsell, and Engage Clients:

  • Our Growth Fundamentals Framework aligns Advisor & Business Owner in mins
  • Our amazing range of templates cater for the first timer - right through to 30yr veterans 
  • 32 Industry specific scenario models make it easy for clients to quantify their growth

1. We make it easier to train your team to deliver business advisory services

​• Contextual Framework ‘plots’ the curriculum.
• CPD Log lets you record your learning progress.
• Just in Time Learning reduces ‘Mental Saturation’.
• ‘Drop Down Layers’ makes for Easy Observation of Team.
• 2-Way Search Function helps you find content that is ‘client suitable’.

​2. We make it easier to win new clients & up-sell existing services

• On-line Quizzes Let you Learn if the ‘Timing’ is Right.
• Pre-meeting Videos Prime your Client for the Meeting.
• Volatility Graph (via Xero API) Encourages Client to ‘Act Now’.
• Formal Sales Coaching Content and Contact Scripts Reduce Team Member Nerves, Improves Conversion.
• Content Evidence Puts the Client at Ease.

3. We make it easier to manage the workload of client advisory

​• Menu Management – ‘Controlling the Reveal’ helps ‘Buy Time’.
• Automated Reminders Keep Everybody Moving Forward.
• External Advisor Option Promotes Centre of Influence Relations & Improves Your Advisory Services Network.
• Existing Templates Stop You From ‘Reinventing the Wheel’.
• Automated Client Service Plan Enforces Structure & Regularity.
• Growth Framework Promotes Leveraged Delivery – either by Team or Via Workshops.

​4. We make it easier for clients to engage and feel excited about their business.

• Education Frameworks let clients ‘fill in the blanks’.
• ‘Private Learning’ via videos, models & reading content improves understanding & reduces client embarrassment.
• Searchable ‘Solution Based’ Service Menu makes it easier to ask for help.
• Automated Action Plan reminders for use with the whole team. (internally)
• ‘Outside’ professionals can also collaborate within the portal.
• Everything’s in one place.

Learn How Advisor-e Combines Informative Templates, Models & Reports To Help You Add Value.

5 Ways You Can Tailor
Advisor-e
​To Suit Your Own Style

Start Winning Advisory Engagements!

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​Advisor-e.com is a sophisticated client advisory portal; 
it’s like the ‘Swiss army knife’ of business advisory software for accountants.

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  • Free Coaching!
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  • 90 Day Business Advisory Plan
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