LINKS FORGED WITH INNOVATIVE ADVISER CRM

We are joining forces with an adviser CRM system to provide users with access to professional suitability reports.

In a first for B-Compliant, we are partnering with AdviceObjects to integrate our templates into their software. This will make it easier for firms to meet their regulatory obligations.

AdviceObjects reached out to us after receiving feedback from users requesting assistance with suitability reports. The documents are a key component of compliance with Consumer Duty, demonstrating clients understand the advice being given.

B-Compliant director, Vicky Pearce, said: “We were honoured to be approached by AdviceObjects, who recognised the quality of the regulatory support we provide. After learning more about their system, we were impressed by its usability and competitive pricing model. There is a great deal of synergy between our businesses. Their knowledge of the market is excellent and we both want to do our best for the small and medium-sized firms we support.”

AdviceObjects’ clients can now download our suitability report templates via the off-the-shelf CRM, cashflow and client portal software, which is the brainchild of London-based WealthObjects.

The firm’s founder and CEO, Uday Nimmakayala, added: “Partnering with B-Compliant allows AdviceObjects to offer our clients access to gold-standard suitability reporting templates, seamlessly integrated into their daily workflow. This collaboration enhances both compliance quality and operational efficiency, enabling advisers to spend more time with clients and less time on paperwork. We’re excited to work alongside B-Compliant as we continue to innovate in the financial advice space.”

For more information about our partnership with AdviceObjects, or our suitability report templates, don’t hesitate to contact us or call 0161 521 8641.