All Clients, Immediately
As an advisor, we have built out a sophisticated dashboard for you to view all your clients at once. Allowing for a holistic view of your entire client base and where each individual client is at on one screen.
Live Financial Data & KPIs
With both financial and non-financial KPIs, AVA allows advisors of any level to monitor and offer solutions to their clients when and where they need it most. Tailor your services for what they both need and want.
Simplicity is Key
We have built our solutions in a way that any business owner can appreciate, no longer being lost, or misunderstood. Now the business owner is given insights in a way that highlights the advisor – allowing you to easily propose your services.
Your clients will become confident that their advisor will monitor their KPIs whilst also being able to see where their business is at any time, anywhere. Allowing your clients to focus on what’s important to them whilst proving you invaluable.
Start Automating Your Work Today
Using AVA, accountants and franchisors can instantly diagnose which companies need help and offer a proactive service to advise them, increasing client survival and retention. Businesses with multiple clients or locations also reduce both time and costs by automating the financial review process.
Start With 3 businesses for Free. Forever.