Today’s priorities
See the actions, deadlines, meetings and reviews that need your attention today.
Built for individual financial advisers
Know what to do today. And how to move it forward.
AdviceTrack turns the real day-to-day work of a financial adviser into one clear, practical workflow. See what needs attention, understand what comes next and keep every client case moving.
- Today’s priorities in one place
- Built from real adviser experience
- Client information stays under your control
Your day in AdviceTrack
7Actions due
3Meetings
2Reviews
Annual reviewPrepare meeting summary
Today
New investmentAwaiting provider documents
2 days
Protection reviewClient follow-up
Friday
Client information stays local.
Your database, documents and chosen storage paths are not hosted by AdviceTrack.
Daily claritySee what needs attention
Practical guidanceKnow what comes next
Real experienceDesigned through adviser use
Data controlClient information stays local
Designed through real use
Built around the day-to-day job of an adviser.
AdviceTrack was shaped through hands-on adviser work, not designed from theory. It brings priorities, client journeys, actions and follow-ups together in the way the working day actually unfolds.
“AdviceTrack is the first thing I open each morning. It answers two important questions: what should I do today, and how do I move it forward?”
Founder of AdviceTrack and financial adviser
A clearer working day
Know what needs attention. Know what comes next.
AdviceTrack helps organise the process around advice so you can spend less time holding the whole working day in your head.
Practical pathways
Move each case through clear stages shaped around the way advisers actually work.
Actions and follow-ups
Keep the next step visible so important client and non-client work does not disappear into inboxes.
Documents and folders
Work with adviser-selected folders and keep filenames, documents and storage paths off the hosted service.
Backups and exports
Maintain local backups and portable exports so your information remains available and recoverable.
Your way of working
Shape pathways, templates, fields and document types around your own working practices.
AdviceTrack supports the process around advice. It does not make financial recommendations or replace the adviser’s professional judgement.
Privacy by design
Client information stays under your control.
AdviceTrack uses a deliberate data boundary. The desktop application works with client information, while hosted services are limited to identity, subscription status and approved product settings.
Read the privacy overview
Stays under adviser control
- Client records and notes
- Documents and filenames
- Database and backups
- Selected storage paths
- Client tasks and meetings
Hosted account services
- Identity and verified email
- Subscription entitlement
- Non-identifying device record
- Approved reusable settings
- Security and admin audit
Simple launch pricing
The complete app. One plan.
Monthly and annual subscribers receive the same AdviceTrack features.
Monthly
£39/month
Flexible monthly billing for one individual adviser.
Annual
£390/year
Twelve months for the price of ten.
Try the complete application for 14 days.
No card required. No automatic charge.
Join the private beta list
Private beta preparation
Start the day with a clear plan.
AdviceTrack is preparing for a controlled private beta with individual UK financial advisers who want greater clarity, consistency and control over their working day.