AdviserAlly for UK financial advisers
Run your client lifecycle in one place — from first enquiry through annual review — with AI-assisted communication and built-in Xero invoicing.
Why UK financial advisers and IFAs use AdviserAlly
Financial planning is a long-term relationship business. AdviserAlly gives IFAs and 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.
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
View today's diary, message clients, and check case status between meetings — works on iOS and Android.
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 advisers and ifas
- Xero — Cloud accounting software for small businesses
- Stripe — Online payments and subscription billing
- Google Calendar — Calendar and scheduling from Google Workspace
- Microsoft 365 — Outlook, Teams and Microsoft Calendar
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, in UK-region infrastructure.
How does the AI chatbot stay compliant?
The chatbot only draws on the training files you provide. You can restrict it to general information and instruct it to refuse advice on regulated products, handing the visitor to a human at any point.
Can I run multiple advisers on one account?
Yes. The Team plan adds users with granular permissions; the Partner plan adds multi-location support and a dedicated account manager.
Last reviewed: 2026-05-10.
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