Advey

You have become an advisor, not a note-taker.

Advey records your client meeting and delivers a complete file within minutes: meeting report, AFM analysis, and client email, directly in your CRM.

No notes taken during the meeting. No typing all evening. No empty boxes in the file the next day.

AUTOMATIC FILE CREATION
- Start recording on your phone, laptop, or tablet; Advey works where you work.
- A structured meeting report based on the actual conversation within minutes.
- Client email with agreements and follow-up steps, ready to review and send.

- Works for all advisory areas, including mortgages, general insurance, wealth management, disability insurance, pensions, and business advice.

BUILT FOR AFM AND KIFID REQUIREMENTS
- Live meeting analysis; see during the meeting which mandatory topics have already been covered.
- Automatic check against requirements as formulated by the AFM and Kifid; errors visible before they land in the file. - Daily quality assurance at the office level, without random checks or review rounds.

- For follow-up meetings, Advey knows what was discussed last time; preparation is ready.

WORKS WITH YOUR EXISTING SYSTEMS
- Direct integration with CRM systems; the file ends up where it belongs.
- Outlook integration for calendar, reminders, and email confirmations.
- Document Precheck verification of client documents alongside the meeting.
- Knowledge resources linkable for office- and sector-specific advice.

ONE SYSTEM FOR THE SOLO ADVISOR OR THE ENTIRE OFFICE
- Start solo and expand as soon as you want to bring colleagues on board.
- Templates per discipline, per office, per advisor.
- One place where all meeting reports are secured, regardless of who conducted the meeting.
- Works for the freelancer with five meetings per week and for the office with fifteen advisors. WHY ADVISORY FIRMS SWITCH
- Three consultations per day saves approximately 45 hours of administration per month.
- File management takes place in one location, not scattered across notebooks and emails.
- AFM requirements are demonstrably complied with, without costing the advisor time.
- Office owners know the file is accurate, even if they were not present themselves.

MADE FOR THE DUTCH FINANCIAL ADVISORY PRACTICE
Advey is built for mortgage advisors, claims advisors, disability insurance specialists, pension advisors, wealth advisors, and business financial advisors in the Netherlands.