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AdvicePro Services
Efficient, Flexible, Secure
AdvicePro is a “best in class” package for advisors working in a range of settings and sectors enabling agile working and improving productivity
AdvicePro is a suite of services designed to make managing your case work simpler so that you can devote your time and energy to helping your clients.

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AdvicePro has two core offerings:
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Either can be supplemented by a number of modules including:
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The AdvicePro team provide comprehensive training to support you throughout including:
- AdvicePro Standard
- AdvicePro Custom
- AdvicePro Money
- AdvicePro Legal
- AdvicePro Student
- AdvicePro Student Housing
- AdvicePro Setup Training
- AdvicePro Top-up Training
The Standard and Custom systems suit general advice work across a wide range of subject areas. The modules have been developed to meet more particular requirements in specific areas of advice in response to specific customers’ needs in relation to different matter types. Thus, many additional screens, links and tabs are available in the modules designed to make the user experience of each practitioner working in each specific practice area simpler, more efficient and intuitive to use. This means that there will be a combination of basic system and module(s) suitable to most organisations’ needs.
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Providing a better service
Gain reliable secure online access to case files from any PC connected to the internet, anywhere
Assisting productivity
Create standard letter templates which are automatically completed with client and case data
Peace of mind
Encrypted communication across the web and a password-controlled logon keep your data safe