Financial Advisory Firm Software
The operating system for your advisory firm — engagements, time and billing in one place.
AlfaDecode is the all-in-one platform for financial advisory firms — one system to run every client engagement, track advisory time, and bill retainers, fixed fees or hourly work. Raise tax-ready invoices, chase fees over WhatsApp, and see billed hours and outstanding revenue across every adviser and office. It works offline and runs in the cloud or on your own premises.
No card required · Cloud or on-premise · Works offline · GST & VAT ready
Client engagements & mandates
Organise every advisory relationship as its own engagement, with notes, tasks and full history in one place. Everyone at the firm sees exactly where each client stands.
Time-tracking & billable hours
Log advisory time against the right client and engagement as you work. Turn recorded hours straight into an invoice with nothing slipping through the cracks.
Retainer, fixed-fee & hourly billing
Bill the way you price advice — monthly retainers, fixed engagement fees, or hourly work. Set it once per client and let the system do the rest.
Tax-ready client invoicing
Raise clean, professional invoices with GST, VAT or sales tax applied correctly in your local currency. E-invoice ready, with clear records for every fee you charge.
Everything your financial advisory firm needs
Client engagements & mandates
Organise every advisory relationship as its own engagement, with notes, tasks and full history in one place. Everyone at the firm sees exactly where each client stands.
Time-tracking & billable hours
Log advisory time against the right client and engagement as you work. Turn recorded hours straight into an invoice with nothing slipping through the cracks.
Retainer, fixed-fee & hourly billing
Bill the way you price advice — monthly retainers, fixed engagement fees, or hourly work. Set it once per client and let the system do the rest.
Tax-ready client invoicing
Raise clean, professional invoices with GST, VAT or sales tax applied correctly in your local currency. E-invoice ready, with clear records for every fee you charge.
Client CRM
Keep every contact, conversation and engagement in a single client record. See the whole relationship — and what is due next — without digging through inboxes.
WhatsApp invoices & fee reminders
Send invoices and gentle fee reminders straight to clients on WhatsApp. Get paid faster without chasing by phone.
Multi-office consolidation
Run several offices or advisers from one platform, each with their own books, and roll everything up into a single firm-wide view.
Reports & dashboards
See billed hours, outstanding fees, and revenue by adviser, client or engagement at a glance. Know how the firm is really doing at any moment.
Works offline
Runs on your own counter and keeps billing with no internet — then syncs to the cloud automatically.
Tax-ready compliance
Configurable GST / VAT & tax-compliant invoicing — built in, nothing to bolt on.
Cloud or on-premise
Start in the cloud or keep all your data on your premises — same product, your choice.
Financial Advisory Firm software — your questions
Does it work offline?
Yes. AlfaDecode is offline-first, so it keeps working during internet or power drops — you can log time, open client records and raise invoices, and everything syncs automatically once you are back online.
Can it handle GST, VAT and sales tax on advisory fees?
Yes. Every invoice applies GST, VAT or sales tax correctly in your local currency, and the reports are GST/VAT-ready and e-invoice ready for handing to your accountant or filing.
Can we run it in the cloud, or keep our data on our own premises?
Both. You can run AlfaDecode in the cloud or keep it entirely on your own premises so client data never leaves the office. The choice is yours and you can change it later.
Does it hold client funds or manage investment portfolios?
No. AlfaDecode runs your firm's engagements, advisory time and billing — it is practice-management and invoicing software, not a portfolio, custody or trust-accounting system. Keep managing investments in your existing tools.
Can it handle retainers and different fee models per client?
Yes. Set monthly retainers, fixed engagement fees or hourly billing per client, and the system generates the right invoice each cycle without you rebuilding it every time.
How long does it take to set up?
Minutes. The Financial Advisory Firm preset configures engagements, fee models, billing and reports for your trade out of the box, so you can add clients and start billing straight away.
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Run your financial advisory firm on Alfa Decode
Start a free trial, or book a quick demo and we’ll set it up for your business.