ADVALO s.r.o.

ADVALO s.r.o. is a company that helps financial advisers build a service-based practice instead of relying on commissions. It has worked on paid advisory services since 2017 and supplies both the training and the software.

What ADVALO s.r.o. offers

• Paid advisory system — a web system in which advisers set up service packages and decide what clients pay.
• Training — an introductory course covering legislation, client communication and administration.
• Presentation tools — an interface that shows options clearly, either on screen or printed, and lets a client sign up in a few clicks.
• Administration — contracts, invoice monitoring and a single combined accounting document for all of an adviser's clients, handled through its link with EUCS.
• AI courses — training built for advisers, using situations from meetings and daily paperwork.

Who it works with

Financial advisers who want steady income and longer client relationships.

Key facts

• Working on advisory services since: 2017
• Legal form: s.r.o.