Web Platforms

AdviserWorks utilizes leading edge technology platforms to meet the needs of advice-based organisations in the financial planning, accountancy, law and mortgage broking sectors.

If you are interested in the impact of technology on client-2-adviser communications, then you may wish to check out our Research section. It provides video presentations by leading US analysts about investor behavior, their use of digital channels and how it can affect the client-2-adviser relationship. Read more.

ManifestCMS
Content Management System

A website is often the first place customers learn about your organisation. Your employees use an intranet to store and share information on a daily basis. Business partners and key clients use your extranet to gain knowledge and secure access to important files. To manage a consistent flow of information to all these channels is essential and ManifestCMS is the tool to do it. It is a pure content management system, which enables advisers to publish up-to-date information onto web sites, intranets and extranets using Microsoft Word. ManfestCMS is rich on features and makes website and intranet management a breeze. It has also distinguished itself by having become arguably the most popular CMS solutions of its type in the Australian accountancy and wealth management sector. Contact us for more information on ManifestCMS and book an obligation-free Live Demo.

SUGARCRM
Client Relationship Management System

Enterprise-grade contact management systems are helping teams to better collaborate and manage customer relationships. This high-end web application allows all users to share important customer data, making it the perfect solution for teams that need sales force automation, account management, and reporting features “anywhere-anytime”.
Read More | Launch Demo

Knowledge Tree
Document Management System

KnowledgeTree is a popular document management system, with all the code quality, functionality and architectural rigour that you would expect of a top-of-the-range enterprise application. KnowledgeTree includes advanced document version control, full text search capabilities, multiple search types and a customizable dashboard and workflow for document authoring. Ideal for organisations wishing to use the web for improved collaboration and sharing of corporate information, forms, policies and procedures.
Read More | Launch Demo

Metadot Portal Server

Metadot Portal Server is a leading open source portal system. It is easy to use and allows non-technical people to manage powerful websites and portals.

It provides collaboration, content management and online database applications. Typically it is used to create web portals, intranets, extranets and project websites.
Read More | Demo Video