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AdvicePro

Giving you more time for what matters

Our flexible and customisable case management solution enables you to create a system as individual as your organisation.

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AdvicePro Case Management System allows you to easily access client data, harness tools to manage your workload and provides seamless digital communication with your clients, freeing up your time for what matters – giving professional advice.

AdvicePro was originally developed in partnership with AdviceUK, the largest UK network of advice-giving organisations and we continue to develop the product in collaboration with our customers.

We are dedicated to helping you work efficiently, flexibly and securely. Our in-depth experience within the advice sector, means we understand and care about the challenges you face.

Explore AdvicePro features.

Features
 

 

Our Customers

Over 660 agencies already have more time for advice-giving.
Navigate Charity Logo
Cancer Focus Northern Ireland Logo
Disability Equality Logo
Better Leeds Communities Logo
Link Housing Association Logo
Daisy Chain Project Austism and Neurodiversity Logo

We assist advice organisations, housing associations, local authorities, universities, public and commercial services who need a powerful database to enhance the way they deliver their services.

Our Customers
 

Customisable

Every advice organisation is unique, with distinct reporting requirements for funders and decision-makers. That’s why AdvicePro Case Management System, and Insights Reporting offers flexible, bespoke solutions.

Discover how we’ve supported our customers to tailor AdvicePro to achieve their goals.

Case Studies

Innovative

Our partnerships and integrations enable advisers to improve communications with clients, to manage time efficiently, give fast track access to financial data and simplify benefit calculations.

All making advice giving easier and more effective for adviser and beneficiary.

Integrations
 
A selection of company logos whose apps integrate with AdvicePro; Wyser, Policy in Practice, Trustfolio, Breathing Space, Union Cloud, Outlook, Google Drive and Calendar, SharePoint, Dropbox, Text Anywhere, Trustpilot and MSL

Supported

We support you all the way, with training courses, software experts available on our freephone helpdesk and a dedicated customer training portal, where users can explore AdvicePro without compromising live data.

Training
Training
Helpdesk
Helpdesk
AdvicePro Explore Training Portal
AdvicePro Explore Training Portal
Onboarding support
Onboarding support

Secure

Our encrypted system means that you can be assured that client data is safe and secure. AdvicePro data is stored within a secure ISO27001 data centre based in the UK.

Our Client Portal enables secure communication and document transfer, saving time and allowing focus on achieving positive outcomes.

Compliant

Allows agencies to easily apply and be awarded AQS verification and Scottish National Standards. GDPR compliant.

We are Cyber Essentials Plus accredited.

Our Impact

6 million

Clients supported

11 million

Cases

11,500

Users

£35bn

Financial Gains

£8bn

Debt Managed

£5bn

Welfare Rights

Software for all categories of advice

Academic and student issues
Counselling
Discrimination
DEBT Advice
Domestic violence
Education and Training

Environmental Advice
Employability
Energy Advice
Family Advice
FINANCIAL INCLUSION
Housing Advice

Immigration – Asylum
Mental Health
HR staff management*
Volunteer management**
WELFARE RIGHTS

*customised
**configured

Discover the difference

Curious how AdvicePro could give you more time to offer advice? Our team is keen to learn about your organisation and how we can help.

Book a demo