With Aider Advisory Platform you can:

  • Engage your clients with future-focused advice based on the whole business visibility
  • Easily identify client data issues so you can focus on adding value
  • Reduces client admin efforts enabling time for advisory
  • Reach out to your clients at the right time with access to custom alerts about their business performance
  • Work proactively: send info, tips and action requests directly to your clients
  • With more accurate and real-time data you can drive timely and engaging client conversations
  • Get what you need, when you need it with access to your client's data in one place

Book a demo:

Aider’s intuitive overview screen presents all of your client's data in one place, streamlining your practice.

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integration

 

Get access to information from your clients all in one place

 

the-power-of-ai

 

Make fast, data-led decisions

 

 

schedule

 

Schedule intelligent, daily updates about your business

 

save-time

 

Put more time back in your day, so you can focus on all the important things

 

data-analysis

 

Get ahead with actionable insights

 

 

messaging

 

Communicate better with your small business clients

 

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