Plan the work
Set a private financial advice meeting and invite the client to share relevant papers only through the adviser’s secure process.
For financial advisers
Business management for financial advisers
Bring financial adviser work, contacts, reminders and payments into one connected business workflow.
Start 30-day free trial See how it works
How Offlico works
One booking. Every part connected.
Financial advice meetings need the client's question and relevant documents identified, with a private setting and enough time for discussion.
Choose the parts of the working day you want to connect. A booking for financial adviser work may lead to travel, an invoice or a repeat visit, but that does not mean the same app must replace every tool used to perform or document the work itself.
Offlico in practice
A clearer view of the next step.
Bring the calendar, contacts and payment steps of a working day together.
Set a private financial advice meeting and invite the client to share relevant papers only through the adviser’s secure process.
Start with the diary and contact details, then use the reminder and payment steps that fit your work. Each ordinary business step should give useful context to the next one.
How it works
One booking, every part connected
A practical way to manage the business side of financial adviser work.
Keep the right contact
Keep financial adviser booking and contact details available during the working day.
Finish and follow up
Arrange the next suitability or review meeting, with recommendations and confidential financial information kept in regulated systems.
Features
Keep the business side moving
Keep the practical business side of financial adviser work connected, from the next booking through to payment.
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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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
Take a contactless payment on a supported phone without a separate card reader.
ExploreWhere specialist tools still matter
Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.
Explore the details
Find the part you need
Frequently asked questions
A few things worth knowing
Can Offlico replace every tool I use for financial adviser work?
Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.
Can I use Offlico alongside other work tools?
Yes. Try Offlico for the everyday diary, contact, reminder and payment steps, then decide which parts of that business workflow help you most. Keep any specialist work in the tools it needs.
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.