For financial advisers
Run your client lifecycle in one place, from first enquiry through annual review, with AI-assisted communication and built-in Xero invoicing. The same AdviserAlly works for trades, cleaning companies, agencies, accountants and coaches.
Why UK financial planning firms use AdviserAlly
A pension enquiry arrives on Tuesday. By Friday they have booked a first meeting with somebody else. Financial planning is a long-term relationship business. AdviserAlly gives small advice firms a structured way to manage every client from first contact through to annual review: a sales cycle that mirrors your advice process, automated review-cycle reminders, secure forms for KYC and risk-profile capture, and built-in invoicing via Xero. The AI chatbot handles the early-stage enquiry conversation so your time goes into clients, not website triage. The same AdviserAlly works for trades, cleaning companies, agencies, accountants and coaches.
What you get
Client lifecycle pipeline
Sales-cycle stages aligned with your advice process. Enquiry, Discovery, KYC, Risk profile, Recommendation, Implementation, Annual review.
Annual review automations
Workflow automations fire a sequence of reminders ahead of each client's annual review anniversary so reviews never slip.
Secure forms
Branded forms for fact-find, attitude-to-risk and capacity-for-loss assessment. Submissions attach to the client record.
Xero invoicing
Raise initial-fee or ongoing-service invoices directly from a client record, synced to your Xero account for the books.
AI chatbot for first enquiries
Greets prospects on your site, answers FAQs from your training files, qualifies, and books a discovery call.
Mobile app
The mobile app is available on request.
How it plays out in practice
Annual review coming up
Six weeks before each client's anniversary, AdviserAlly emails them a "ready for your annual review?" message with a calendar link, then chases at three weeks and one week if they haven't booked.
New enquiry from your website
Your chatbot answers a pension consolidation question using your training material, books a 30-minute discovery call, and creates the client record with the conversation transcript attached.
Quarterly billing
For ongoing-service clients, generate a Xero invoice in one click from the client record; your bookkeeper sees it the same day.
Integrations that matter for UK financial planning firms
- Xero — Cloud accounting software for small businesses (available on request)
- Stripe — Online card payments into your own Stripe account
- Microsoft 365 — Microsoft sign-in and read-only Outlook mail (available on request)
Frequently asked questions
Does AdviserAlly replace my back-office system?
It replaces a lot of the day-to-day client-management workload, pipeline, scheduling, communications, forms, billing, but it isn't a full back-office platform. Many firms use it alongside their provider portals.
Can I store fact-find data in AdviserAlly?
Yes, fact-find forms capture data into the client record, encrypted at rest and in transit. Hosted in the EU (AWS Dublin) by default, UK on request.
How does the AI chatbot stay compliant?
Answers are grounded in the knowledge sources and taught answers you give it, and you can tell it to decline questions about regulated products and hand the visitor to a person. A model can still be wrong, so review transcripts, keep your own financial-promotion sign-off for anything it uses, and treat its answers as not being financial advice.
Can I run multiple team members on one account?
Solo includes up to 5 users and granular permissions. Team adds more seats, document signing and custom apps. Partner adds a custom web address and a dedicated account manager. Chatbot Edition is a single user.
Last reviewed: 2026-10-21.
See AdviserAlly working for UK financial planning firms
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Other use cases: Claims management · Accountants · Recruitment agencies