“Smart Back Office for Independent Advisors”
You consult. We help you stay organized.
Advisivo gives independent consultants everything they need to run a professional service without hiring a team: client overview, session logs, notes, invoices, and scheduling — all in one place.
No complicated dashboards. No CRM bloat. Just tools that work.
What You Can Do
“Less Setup. More Advice.”
Advisivo adapts to coaches, legal consultants, financial mentors, and therapists.
Know Where Every Client Stands — Instantly
Every client has a private dashboard:
Search by name, label, session type or priority.
Even better: you don’t need to design anything — the layout is auto-created based on your session notes.
Get Paid and Stay On Schedule — Without a Virtual Assistant
With Advisivo, billing is not a chore. You can:
All with legally sound formatting for Europe, UK, and US.
Small Consultancy? Bring Your Team Along.
Advisivo supports up to 5 team members per account:
It’s perfect for boutique agencies, legal teams, coaching collectives, or joint practitioners.
You can also separate teams by domain or expertise.
Built for People Like You
You Might Be Wondering…
You advise. We organize.
Get started in minutes. No credit card required.
Available in English, Spanish, and German.