Client fit
Typical client types, minimum assets, specialisms and service style.
For advisers
Better profiles. Better-fit enquiries.
Advisedly is being built to help consumers understand who you work with, what you specialise in, how your service works and what your fees actually mean - before they request an introduction.
Profile structure
Show the information consumers actually need.
Profiles are designed around decision-making, not a generic biography and a phone number.
Fee clarity
Initial, ongoing, fixed, percentage, tiered or capped charging where supplied.
Source separation
Regulatory data, public information and adviser-supplied content clearly labelled.
Consumer-controlled introductions
People choose when to share their contact details and who should receive them.
Claiming a profile
Correct the facts. Add the context.
An unclaimed profile should contain only appropriate objective/public professional data. A claimed profile can add adviser-confirmed biography, qualifications, client types, specialisms, minimums, meeting style and fee schedules.
See claim flowWhat comes later
Adviser tools should earn their place.
Potential future features include availability controls, profile verification, fee updates, introduction management and analytics. We are deliberately not building a bloated adviser dashboard before the consumer product works.