Advice made easy.
For financial advice professionals such as accountants, wealth managers and financial planners, who want to provide, personalized, proactive advice.
What We Do
CliQue Advisor is a revolutionary finance technology that’s going to transform the way you view advisory services. If advisory is a time consuming process for your firm, then you’re doing it wrong.
CliQue simplifies and automates advisory, giving you the tools you need to deliver the most proactive and powerful advice to your clients, in almost no time at all.
Easily create and personalize your advice in seconds using typical user profiles.
Ellie Benson (Grey)
Eliminate service gaps by effortlessly monitoring and managing each client profile.
Hall & Company - Clients
Create, monitor, and grow your clients’ financial wealth from one convenient place.
Go proactive, by scheduling and sending clients SMS or email reminders on key financial dates.
Financial monitoring for all your clients, plus mass messaging to stay engaged.
Ellie Benson (Blue)
Our client portal ensures your clients are aware of the opportunities to improve their finances, and provides simple one-click engagement between them and you.
Proactive advice for your clients.
Easily track your clients' financial health progress.
Time saved with automated advisory.
Automated, event-based reminders for clients.
Unlimited Team Members and Collaborators.
Pricing DetailsPersonalized advice in seconds
- Proactive advice reminders – Unlimited
- Proactive compliance reminders – Unlimited
- Financial monitoring for your client base
- Financial health landing page for each client
- Financial trends of your clients
- Unlimited team members and collaborators
- QBO Integration
- Video and Chat Support