Advisors

Purpose-Built for Financial Advisors

Transform how you serve clients with software that automates bookkeeping, increases efficiency, and scales your advisory practice.

 
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Solutions Built for Advisory Firms

Tools that help you automate client work, increase margins, and deliver more value

Multi-Client Dashboard

Manage all your clients from a single dashboard with real-time financial insights and alerts.

White-Label Reporting

Customize and brand financial reports for clients with your company's logo and style.

Client Onboarding

Streamline client setup with automated data migration and chart of accounts creation.

Client Portal

Provide a secure client portal for document sharing, approvals, and collaborative workflows.

AI-Powered Bookkeeping

Leverage AI to automate routine bookkeeping tasks and free up time for advisory services.

Advisory Tools

Advanced forecasting and scenario planning tools to help clients make informed business decisions.

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Ready to Transform Your Advisory Practice?

Join the advisors who are expanding their services, increasing efficiency, and growing their business with Uniconomic.

 

Get a demo