Connect, Engage, Collaborate.

Mobile engagement without the hassle

Today’s clients are mobile, social and connected. They expect responsive relationships with their advisors. We are building the next generation of mobile communication applications focused on interaction and engagement, so you can build stronger relationships with the connected client.

Try it in your Firm

100% Free for 90 days!
By clicking "Get a free Trial" you accept the terms and conditions of Chatdvisor. All fields are required.

Terms and Conditions

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How can Chatdvisor help you?

Equip your Firm with a mobile communication platform to reach your Clients in a more intimate, effective way.
No hassle, 100% value is our promise.

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Build trust

We all know too well how trust affects our bottom line. Unfortunately scandals in the industry don’t help.  Take no chances, increase and solidify trust by giving your Clients the level of communications they expect.

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Keep your clients engaged

Engagement is the key to creating potential lasting Clients. Keep your Clients engaged with relevant content and opportunities to reduce churn, increase retention and identify new opportunities.


Stay in control

It does not matter where the market is going, today more than ever it is paramount to keep control of Client expectations, fears and emotions. We can help you raise confidence in your Client base.


What is your mobile strategy?

How much is your client’s engagement and loyalty worth?  Today’s people are connected, mobile and social. They want a personalized experience and most importantly they want to be able to interact using the tools they rely on every day.

Will you give them the experience they deserve or risk to become quickly obsolete? Things are changing fast, time is up, act now.

We believe technology can enhance the relationship between a client and her advisor. Your challenge to stay on the top of the market is ours, so let’s work together to give your clients what they are really asking for.

What is Chatdvisor?

Chatdvisor is a mobile communication platform designed to help Professional Advisor Firms engaging with their clients using mobile technology.

Chatdvisor consists of a mobile application (both for iPhone and Android), that your clients will access from their phones once permission is granted; plus a web-based, Management Dashboard that your staff will access from your internal network to add data, interact with clients, send content, notifications and more.

Chatdvisor is a secured, cloud-based solution, no hardware investment is required, you simply use what you need. We help you with data porting, system connections and anything else you might need to get started, Oh, and we won’t bill you until you’re up and running. No overhead is needed, no extra staff, no painful system management, we’ll take care of all of it. Just add value to your firm and your clients.

it's versatile

Chatdvisor look & feel, color scheme, logo and functionalities can easily be adjusted to reflect your branding.

it's safe

All communications, transfers and stored data are encrypted, so that privacy and compliance are guaranteed.

It's intuitive

Chatvisor works like the Apps your clients use every day, no learning curve, they will love it.

Let’s look at some of the mobile App screenshots

So, what’s inside Chatdvisor?

Products Showcase

Let your clients explore and interact with your products portfolio whenever they feel like. Upselling made easy.

Text and Video Chat

Take advantage of instant messaging to support your clients during decision making. Be there when they need you.

Easy Referrals

So many opportunities are lost because of the lack of a structured approach to this key channel. We have the solution.

News and Blog

Help your clients making educated choices by being part of the information they consume. Position yourself as a thought leader.

Portoflio Snapshot

Your clients want to stay informed wherever they are. Chatvisor connects to your data management system to show portfolio performance.

Polls & Feedback

Survey your client base on a new product, or service, let them give you feedback, collect relevant data and run behavioral analysis.

We take care of the technical bits,
so you don't have to.

Chatdvisor is offered to Professional Advisors firms as a White Label. It means that while the platform can be fully customized in terms of colors, brand and functionalities, we make sure it runs smoothly, that the necessary security is in place and that data is safe and stored in an encrypted environment. You engage and interact with your clients, we make sure that things run just fine.

Try it online (registration required)
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Frequently Asked Questions

We hope you found the info you were looking for, if not maybe the FAQ can help!

1. What is Chatdvisor?

Chatdvisor is a mobile communication platform designed for Professional Advisor Firms. It consists of a mobile application (that your Clients will access) and a web based, secured Management Dashboard that your staff will access to add data, interact with Clients and to send content and notifications. Chatdvisor is a cloud-based so no hardware investment is required.

2. How can I get it for my Firm?

We suggest you try our online prototype and then get in touch via phone or email. We’ll get back to you within 24h to set a Free Trial, it will help us understand what do you want to achieve, fine-tune the platform and show you the positive impact of our software.

3. What is Chatdvisor price structure?

Chatdvisor is offered with a SaaS (Software as a Service) structure, so you pay only for what you need/use. Also in order to connect our platform to your systems, import your clients data etc… we charge a one time Startup Fee.

Try Chatdvisor for 90 days, absolutely Free! 

We know Chatdvisor is going to make a big difference in your Firm from day one, now you can make sure to see the benefits before you commit.

Try our 90 days free trail No credit card needed

Contact Info


Pacific House - 382 Kenton Rd Middlesex UK

Send us a message!