Advisory firms
Advicity for advisory firms.
Give each of your clients a private board, with your firm's way of thinking on it between your meetings. Your clients keep what they decide; your firm sees counts, never content.
Being built with our first firms. Offered by invitation.
Who it is for
- Wealth managers and financial planning firms.
- Accounting firms.
- Law practices: estate, business and family law.
- Business advisers, consultancies and advisers to family offices.
What it will do
- Give each client a board of their own: a personal board for a person, or a business board for a company your firm advises.
- Seat your firm's own advisor on each client board, built with you from your approved materials and shown as from your firm. Your firm approves how it speaks before it goes live.
- Send each client back to you for the specifics. Your firm's advisor gives perspective, never personal investment, legal or tax advice, and never names a product, including your own.
- Hold every client board in one firm account, with one bill, and set clients up in bulk.
- Show your firm counts, never content: whether a board is active, how many decisions are saved, which check-backs are due. A client can choose to share one decision with you.
Who owns it
Your firm owns its account. Each client owns their own board and everything on it, and keeps it if they leave your firm.
Several boards, one login
One login will hold every board a person sits on: their own board, a company's board, a committee, a family board. A switcher at the top will move between them, the way you switch accounts in your email.
Each board keeps its own memory. Nothing moves from one board to another unless you copy it. Each board shows its name and its own colour, so you always know which room you are in.
Who owns a board follows what it is for: a person owns their own board, a company owns its business board, a family owns its family board.
Each person's own board stays private from the company, the family, the committee and the firm. Always.
Privacy options
- Storage in the United States or in Switzerland, chosen board by board.
- Your own key, so only you can unlock what is stored.
- Deleting on a schedule you choose.
- Internet lookups switched off.
- A log of who opened what.
- Two-step sign-in required for everyone on the board.
- Your own servers or your own network, quoted for you.
We set these up with each customer. We will tell you which are ready when we talk.
It gets better with every decision
Each client's board will remember what they decided, check on the outcome, and use what it learns to sharpen their next decision.
Only anonymous scores, never your content; your documents stay on your board and never train anything.
Talk to us
Tell us about your firm, your clients and where their data should live. We reply with a setup and a price for your firm.