Auderli for Professionals

A platform for advisors who want to transform the client experience and build long-lasting relationships.

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Save time & reduce costs

Create frictionless prospecting, onboarding, communication and collaboration. Work together with your clients, and other advisors, in one place to drive efficiency.

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Increase revenue

Offer a broader range of advice, thanks to a holistic view of your clients’ life information. Secure new business by creating deep-rooted, intergenerational relationships with your clients.

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Reduce attrition

A continuous touch-point, perfect for regular reviews to deepen relationships with your clients. Delight clients with a new way to organise their life and finances.

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Enhance compliance

Increase the value of your service by offering secure storage and sharing of data. Your clients own and control their data.

Be future-ready

Provide progressive, intuitive tech for your clients and your team to future-proof your business.

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Boost employee wellbeing

Offer Auderli to every employee as part of your benefits package.

Who uses Auderli

Lawyers

Auderli allows us to securely upload documents directly to our clients' Auderli accounts. This has increased efficiency, saved time and built client trust. The platform helps us develop loyal relationships which reduces the transactional nature of the legal industry. Auderli generates internal referrals and partnerships with other advisors, enhancing the quality of our service and our reach. Our client satisfaction has significantly improved thanks to Auderli. We are delighted with this progressive platform and so are our clients.

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Tax Advisers and Accountants

Auderli enables us to understand our clients better, leading to stronger connections. By removing fact-finding tasks, our tax advisers have more time to proactively advise. Clients love the simple interface and seeing all their assets and liabilities in a clear visual. The ID section enables us to onboard clients and enhance compliance, saving significant time for our admin team. Auderli has helped us gain new clients and developed deeper relationships with current clients.

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IFAs

We offer Auderli to our clients to enhance our offering and ensure regulatory compliance. Financial reports are securely stored in their account, reducing reliance on email. Auderli fosters intergenerational connections due to the collaborative features. Additionally, we use Auderli for a more enriching prospecting process, helping us collect client information efficiently and quickly. We are all appreciating Auderli!

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Estate Planners

Auderli now plays a crucial role in our services. We onboard our clients and undertake fact-finding through the platform. Once a Will or LPA is created, we add it to our client’s account and the client is notified. Auderli is helping us develop trusted relationships with our clients. It’s a natural touchpoint for future client meetings, supporting our business expansion which is fantastic.