Client management, meeting scheduling, compliance tracking, and invoicing — all in one platform for financial advisory professionals.
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See Deelo in action for financial advisory firms
Purpose-built tools that work together seamlessly for financial advisory firms.
Track AUM, financial goals, and account details per client household. Maintain a complete picture of every relationship.
Let clients book annual reviews, planning sessions, and check-ins online. Send preparation checklists before each meeting.
Store financial plans, risk tolerance questionnaires, and suitability documentation with audit-ready organization.
Track client life events, referral networks, and communication history. Never miss a birthday or retirement milestone.
Bill AUM-based fees, flat planning fees, or hourly consulting rates. Automate quarterly billing cycles.
Track AUM growth, client acquisition costs, and revenue per advisor. Make data-driven decisions about your practice.
One price, all apps included. No per-app fees, no feature upselling, no surprises. Save 20% with annual billing.
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Get started with a platform built for financial advisory firms. Free to start — no credit card required.