Replace email chaos with secure, case-linked messaging
Stop losing important communications in overflowing email inboxes. Advizo's Message Hub centralises all adviser-to-client, firm-to-client, and internal messaging — with read receipts, file attachments, scheduled sends, and a complete audit trail.
Sarah M.
Hi James, just a quick update — your DIP has been approved!
James T.
That's great news! What's the next step?
Sarah M.
I'll submit the full application today. Can you upload your latest payslip?
James T.
Sure, uploading it now via the portal 👍
Every conversation threaded, timestamped, and linked to the right client and case
Related capabilities: Client Portal, Calendar Sync & Bookings, Email Studio
Centralised Communications
Every message between adviser and client lives in one searchable, threaded hub — linked directly to the relevant client and case. No more scrolling through email inboxes or searching Sent folders for that one attachment.
Three-Way Messaging
Adviser-to-client, firm-to-client, and internal firm messaging — all from the same interface. Switch between conversation types seamlessly, loop in colleagues, and escalate conversations without forwarding email chains.
File Attachments
Share documents directly within conversations without email attachment size limits. Clients can send payslips, bank statements, and identification through the Message Hub — files are automatically categorised in the document manager.
End-to-End Security
All messages are encrypted in transit and at rest. Sensitive financial information — income details, bank account numbers, personal data — stays secure within Advizo, never exposed in unencrypted email.
Real-Time Notifications
Push notifications across desktop, tablet, and mobile ensure urgent messages get immediate attention. Configurable notification preferences let advisers and clients control how and when they're alerted.
Scheduled Messages
Compose messages now and schedule them to send later — Monday morning reminders, end-of-week check-ins, follow-ups timed around completion dates. Full calendar picker with edit and cancel controls.
Searchable History
Search across all conversations by keyword, client name, or date range. Find that specific document request, fee discussion, or lender update instantly — even from months ago.
Read Receipts & Delivery
Know exactly when clients have read your messages with real-time read receipts and delivery confirmations. Confidence that important updates, document requests, and action items have been seen.
Compliance Audit Trail
Every message is timestamped, attributed to a sender, and permanently linked to the client and case record. Export complete conversation histories for compliance reviews, complaints handling, or FCA investigations.
See it in action
Explore the interactive demo below to experience how this feature works in Advizo.
Switch between client and firm conversations
Recent Messages
Built for real advisory workflows
Here's how firms like yours use this feature every day.
Document request follow-up
Send a message asking for outstanding bank statements. The client reads it (you see the read receipt), uploads the documents via the portal, and replies to confirm. The entire exchange is logged against the case.
Completion date coordination
Schedule a congratulations message to send on the client's completion date. Set a follow-up message for 2 weeks later asking about their moving experience. All automated, all personal.
Internal case discussion
An administrator messages the adviser about a discrepancy in a client's income documents. The conversation stays internal, linked to the case, and separate from client-facing messages.
Audit trail for complaints
If a client raises a complaint, pull up the complete message history — every communication, document share, and adviser response — timestamped and attributed. Complete evidence in seconds.