The rich experience your clients deserve

The tool that creates a superior client experience – for professional accountants and advisors.

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.

Onboarding

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. 

Nudges

Go proactive by scheduling and sending clients SMS or email reminders on key financial dates.

Analytics

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.

Key Features

Proactive advice for your clients.

Firm-level analytics.

Easily track your clients' financial health progress.

Time saved with automated advisory.

Automated, event-based reminders for clients.

Unlimited Team Members and Collaborators.

Pricing

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