CLIENT & CONTACT MANAGEMENT

Manage every client relationship in one place

Adiso’s client and contact management tools give advisers a complete, structured view of every client relationship. The platform allows firms to manage individuals, businesses, trusts and partnerships while keeping all related contacts, communications and information connected in a single system. By centralising client records, advisers can quickly access the information they need while maintaining a clear and organised view of every client relationship.

Structured client records

Adiso allows advisers to manage multiple types of clients within the same platform, including individuals, businesses, trusts and partnerships.

Each client record becomes the central location for all relevant information, making it easy to understand the client's structure and financial position. Client records may include:

  • Contact details and personal information
  • IRD numbers and date of birth
  • Employment and income information
  • Financial information and goals
  • Associated contacts and relationships
Client record — AI summary and fact find progress in Adiso

Connected contacts and relationships

Many client relationships involve multiple people and entities. Adiso allows advisers to link contacts to clients — individuals, family members, business owners, trustees and partners — so these relationships are clearly understood and maintained.

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Client onboarding

Adiso supports the onboarding process by helping advisers capture the information required to move a prospect through to becoming an active client. Structured onboarding ensures important information is gathered early and recorded correctly within the system, including information required for advice preparation as well as regulatory requirements. Consistent onboarding workflows also make it easier to maintain data quality across the firm, reducing gaps and ensuring every new client record is complete from the outset.

Client onboarding — fact find and entity details in Adiso

AML and client due diligence

Adiso helps advisers capture and maintain the information required for anti-money laundering and client due diligence obligations. Information required for Know Your Customer (KYC) processes can be recorded within the client and contact records, helping firms maintain accurate compliance documentation.

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A complete client history

Every interaction with a client can be connected to their record within Adiso — meetings and transcripts, emails and communications, tasks, advice documents and pipeline activity. By maintaining a full history of client interactions, advisers can quickly understand past conversations, decisions and next steps.

Client and contact management is at the core of the Adiso platform. These records connect directly with meetings, tasks, compliance processes and advice tools, ensuring advisers always have the full client context available when they need it.

Client overview — activities, tasks, meetings and communications in Adiso

See how it works

Book a demonstration to see how Adiso helps advice firms organise client relationships and manage information more effectively.

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