Our web-based suite of tools and products helps advisers market, manage and deliver their services rapidly and effectively
Email marketing
Send email newsletters with ready to use, advice-driven features and personalised with your logo, contact details and messages
Business information
Up to the minute business information for
you and your clients in a searchable archive with briefings and checklists on key topics
Advisory programmes
Diagnose key issues using proven processes, identify priority areas for further action and generate client-ready reports
Client & prospect management
Simple system to organise, search and edit contacts for use with integrated email marketing and advisory programmes
'An excellent resource for business advisers. Having access to useful business information and communication tools is enhancing the impact of their work.' ACBBA
'I often have to turn things around quickly, so having ready access to such a wide range of diagnostic tools, checklists and advisory programmes in one place is very helpful.' SmallBiz Accounts
'I put together a really professional looking email newsletter in less than five minutes.' Redhouse
'The Adviser's Edge has helped us step further away from traditional accountancy practices, and it shows in our client satisfaction and feedback.' Accounting Worx
How can we give you the edge? click to find out
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Business Adviser
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Guide to Email Marketing Download our free guide to using email newsletters as a business tool
get the sales edge Find out how to get more leads and clients, more easily and more often