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Technology for advisory services

Unlock new revenue from client advisory services using our data, alerts, collaboration, analytics and reporting capabilities.

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Advisory Services

Have the time and tools to be a trusted advisor

Automation of your core compliance work gives you back time to dedicate to advisory conversations with your clients. But you still need the data and insights to drive those conversations - that's where we come in.


Great advisory starts with up-to-date data

With Silverfin all your client data is in one place so you can see trends not just in the performance of a single client but across a whole portfolio or your firm. You're ready now to uncover insights based on data that will transform a client's business performance.

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Analytics and reporting tools key to uncover insights

All the data in the world without the ability to interrogate it effectively is useless. Silverfin's powerful analytics and reporting tools make it easy to uncover critical insights and have more meaningful conversations with your clients. 

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Alerts make sure your advice is given in time to every client

Automated alerts in Silverfin monitor and notify teams when clients hit key benchmarks, risk factors or compliance events. When a threshold is met your team is automatically alerted so they can take action at the right time to make a difference. No key events or opportunities to share advice or provide new services are missed. 

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Related content

We are seeing a change in what advisory is and how it is delivered by firms

Are we seeing the death of advisory - and the associated role of the accountant as strategic business advisor? No but we are seeing a change in what advisory is and how it is delivered.


Why is benchmarking failing to make its mark?

The insights that firms gain from benchmarking are invaluable, both internally and externally. All too often, however, they’re simply invisible or it is just too hard to do.


Make it easy to give expert advice just when your clients need it

Learn how to use technology and financial data to unlock valuable advisory services.


Speak to us today to learn how you can become a connected accountant.

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