Bringing you live news and features since 2006 

Advicefront democratises product upgrades


Financial advice software firm Advicefront is to hand product development decisions to users – by putting proposed updates to the vote.The London-based tech start-up has asked financial planners to submit ideas for updates to its flagship collaborative platform, Onboard, and is balloting them on which of those to implement alongside its own “product roadmap” of planned upgrades.

The voting system will be used in all future product releases. It was trialled successfully during the latest update this month with users voting to add “digital filing cabinets” with shared access for advisers and their clients, and “multi-agreements” – a tool to create bespoke client servicing agreements.

Co-founder and Chief Technology Officer André Costa says: “If you want to know how to build financial advice software, you should ask financial advisers. Every time a member of our adviser community asks us for a feature, we will put it to a vote. If it’s popular, we promise to build it.

“Like any tech firm, we also have our own product roadmap. As well as listening to the best ideas of our users, we’ll be asking them if they think our ideas give them the tools they need to improve their services as financial planners.

Onboard comprises a suite of fact-finding, risk-profiling, client agreement, billing and digital signature tools – all from a single client-facing app and adviser dashboard.

Other updates in the latest version of Onboard include and reminders to conduct client reviews, faster adviser-client messaging, quicker page-loading times and security updates to stay ahead of emerging threats.

Latest News

Solactive writes that in the face of market volatility, investors often turn to portfolio diversification as a key strategy. “One..
The Luxembourg House of Financial Technology (LHoFT), together with PwC Luxembourg and with the active support of the Association of..
Sustainability tech platform Clarity AI has announced that its sustainability capabilities are now supporting European white label platform, HANetf...
Chimera Capital LLC, an Abu-Dhabi-based investment management firm, has announced the launch of the Chimera S&P China HK Shariah Exchange..

Related Articles

Henry Timmons, RBA
Henry Timmons, director of ETFs and Michael Contopoulos, director of fixed income at Richard Bernstein Advisors are on a mission...
Kelsey Mowrey, Motley Fool Asset Management
Speaking with ETF Express in March, Brian Barish, a fund manager with Cambiar commented on the Vanguard solution which allows...
Phillippe Malaise, Trackinsight
Trackinsight has published its fourth global ETF survey, revealing that investors have an appetite for actively managed ETFs....
Joy Yang, MVIS
The passive versus active debate is a ‘thought experiment’ according to Joy Yang, Head of Index Product Management at MarketVector...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by