For business
Advicity for business.
For firms, advisors, family offices and networks that want a private board for each of their clients or members.
Custom setup and pricing. Tell us what you need.
Who it is for
Advisory firms, family offices and member networks that look after many people, each with their own decisions to make.
What we set up for business clients
- One account that holds a private board for each of your clients.
- Your firm's own advisor, built with you, on every board you hold.
- A place to keep your full original documents, not only what the board learned from them.
- Setup and ongoing maintenance, handled by us.
- Custom setup and pricing.
These are set up for each business client by our team. The details are worked out with you.
Where your data lives
You choose where your boards are kept:
- Hosted by Advicity, as every board is today.
- Your data kept on your own servers.
- Advicity licensed to run on your own network, including private servers in Switzerland.
Tell us what you need
How many boards, who they are for, and where your data should live. We reply with a setup and a price for your firm.