Built for UK Financial Advisers
Run your mortgage business clearly — without replacing your CRM
Your network CRM stays the compliance record — audit, oversight and regulated advice. Advizo sits alongside it, giving you a calm, structured way to manage clients, cases, documents and follow-ups day to day.
- Your CRM stays in place — no disruption to compliance or network processes
- Advizo runs the day-to-day — tasks, chases, documents and renewals in one place
- Everything stays connected — a clear operational history across every case
- Less admin, fewer gaps — no more spreadsheets, inbox chasing or missed follow-ups
Your network CRM handles compliance. Advizo handles the day-to-day.
Because running a good advice business takes more than meeting requirements. It takes structure, visibility, and a system that helps you stay on top of clients, cases, documents, and follow-up.
Built for self-employed advisers and appointed representatives. Advizo works alongside your network CRM, giving you your own operational system to support the way you run your business now and as it grows.
Sound familiar?
Most advisory firms are held back by fragmented tools and repetitive admin. We built Advizo to fix this.
Disconnected systems
Juggling between CRM, email, spreadsheets, and document folders wastes hours every week.
Endless email chains
Chasing clients for documents, updates, and signatures through cluttered inboxes.
Manual factfinds
Gathering client information through PDFs, phone calls, and repeated data entry.
No single source of truth
Struggling to find the latest version of a document or the current status of a case.
Advizo brings it all together in one calm, intelligent platform
Everything you need, nothing you don't
Advizo focuses on what matters: reducing admin, improving client experience, and giving you back your time.
- Client & Case Management — Centralised records with multiple cases per client, clear status tracking, and full audit history.
- Case Management — Manage mortgage, remortgage, and protection workflows with clear stages, next steps, and audit history.
- Smart Factfinds — Structured, guided journeys for employed and self-employed applicants with clean completion tracking.
- Document Requests & Validation — Request documents directly, keep them organised automatically, and validate completeness with AI checks.
- Secure Client Portal — Give clients a clear checklist, secure uploads, and transparent case progress in one branded portal.
- Message Hub — Replace email chains with adviser-client messaging, read receipts, and case-linked conversation history.
- Automations & Tasks — Automate reminders, follow-ups, and internal tasks with event-driven workflow logic and scheduling.
- Email Studio — Build branded templates with merge tags and push them directly into automation workflows.
- Calendar Sync & Bookings — Two-way Microsoft Outlook sync, a personal booking link, and client-portal booking — all on one unified calendar with invites and reminders.
Built with advisers, not just for them
We worked alongside real advisory firms to create a platform that actually fits your workflow.
Advizo has transformed how we manage client relationships. Everything is in one place, and our clients love the portal.
The factfind process used to take hours. Now clients complete most of it themselves, and the data flows straight into their case.
Finally, a platform that feels like it was built by people who understand our work. Clean, simple, and genuinely helpful.
- 50+ Active Advisers
- 1,500+ Cases Managed
- 98% Client Satisfaction
- UK Based & Supported
Frequently Asked Questions
- How long does it take to get started with Advizo?
- Most firms are up and running within a day. We provide a guided onboarding process, and our team is available to help migrate your existing client data if needed. There's no complex setup — just sign up, invite your team, and start managing cases.
- Is my client data secure?
- Absolutely. Advizo uses bank-grade encryption for all data in transit and at rest. We're fully compliant with UK data protection regulations, and all data is stored in secure UK-based data centres.
- Can clients access their own portal?
- Yes! Each client gets a secure, branded portal where they can view their cases, upload documents, complete factfinds, and communicate with your team.
- How does the AI document validation work?
- When clients upload documents, our AI automatically checks for common issues — missing pages, expired documents, unclear scans, and inconsistencies with other information.
- Can I integrate Advizo with my existing tools?
- We're building integrations with popular adviser tools and back-office systems. Currently, you can export data in standard formats, and our API allows for custom integrations.
- Is there a minimum contract length?
- No long-term contracts required. We offer monthly billing with no lock-in, so you can scale up or down as your firm's needs change.
- What support is available?
- All plans include UK-based email and chat support during business hours. Professional and Enterprise plans include priority support with faster response times.
- Can I try Advizo before committing?
- Yes! We offer a 14-day free trial on all plans, no credit card required. You'll have full access to all features.
Still have questions? Get in touch with our team
Ready to simplify your advisory practice?
Join hundreds of UK advisers who've replaced scattered tools and endless emails with one calm, intelligent platform.