Plan from one diary
Set a private financial advice meeting and invite the client to share relevant papers only through the adviser’s secure process.
For financial advisers
Financial advisers: spending too much time on admin?
Bookings, messages and follow up can pile up while you are busy with financial adviser work. They still need attention after the work is done.
Start 30-day free trial See how it works
Make the day feel lighter
Keep the working day in one place.
Financial advice meetings need the client's question and relevant documents identified, with a private setting and enough time for discussion.
For financial adviser work, a changed time, a different location or a missing contact can interrupt a day that was otherwise planned. Keep those ordinary details beside the booking so you can see what needs attention before the next piece of work begins.
Offlico in practice
A clearer view of the next step.
See the next booking, its location and the contact details before the day starts.
Set a private financial advice meeting and invite the client to share relevant papers only through the adviser’s secure process.
When the plan changes, the next booking and its contact details are easier to find in one place than across a string of messages. You can spend less time reconstructing what was agreed and more time preparing for the work ahead.
Explore the full workflowHow it works
From booked work to finished admin
A practical way to manage the business side of financial adviser work.
Keep details together
See the contact, location and previous financial adviser work beside the next booking.
Close the loop
Arrange the next suitability or review meeting, with recommendations and confidential financial information kept in regulated systems.
What changes
Leave less admin for the evening.
Keep the everyday business details of financial adviser work beside the booking, instead of reconstructing the day from messages and loose notes.
Start 30-day free trialOne view of booked work
The right contact to hand
Reminders linked to the diary
Payment follow up in view
Explore the details
Find the part you need
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.
What should I keep beside a booking for financial adviser work?
Start with the agreed service, time, location and contact. If the plan changes, update those practical details so you are not relying on an old message when the next working day begins.
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.