Offlico

Financial adviser: keep client work and business admin together

Keep your client work and the ordinary business details of financial adviser work in one place: contacts, locations, reminders and payments.

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Three adults point to printed bar and area charts on a table beside a calculator.
A woman and a man discuss printed charts across a table with a notebook and calculator.

Features

Keep the business side moving

Keep the practical business side of financial adviser work connected, from the next booking through to payment.

Offlico weekly calendar shown on a phone

Calendar

See your client work, locations and the next part of the day in one diary.

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Your own enquiries

Use your own channels for financial adviser enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

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Online booking

Let people request financial adviser work without a chain of calls and messages.

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Offlico client contact and address details shown on a phone

Client records

Find contacts, previous financial adviser work and everyday business notes together.

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Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

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Tap to Pay contactless payment screen on an iPhone

Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

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Made for work on the move

The work is specific. The admin should be simple.

Financial advice meetings need the client's question and relevant documents identified, with a private setting and enough time for discussion.

Home, workplace or agreed meeting venue

Set a private financial advice meeting and invite the client to share relevant papers only through the adviser’s secure process.

Arrange the next suitability or review meeting, with recommendations and confidential financial information kept in regulated systems.

The practical difference

One booking. Every part connected.

Booked financial adviser work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow
01

Plan the work

Set a private financial advice meeting and invite the client to share relevant papers only through the adviser’s secure process.

02

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

03

Finish and follow up

Arrange the next suitability or review meeting, with recommendations and confidential financial information kept in regulated systems.

Explore the details

Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Frequently asked questions

A few things worth knowing

Is this useful for financial adviser work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for financial adviser work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial