Techila
Techila/Products/Advisor Pro.
[ Flagship ]Wealth · Private Bankingv4.2 · Apr 2026

Advisor
Console Pro.

One workspace for the relationship manager. Unified client 360, suitability, meeting prep and next-best-action — deployed in eight weeks.

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8 wks
Time to go-live
+41%
Advisor productivity
24
Enterprise deployments
4.9 / 5
AppExchange rating
product shot · advisor console UI

[ The problem ]

The relationship manager was spending 62% of the week not selling.

The modern advisor sits on top of a stack that was never designed for them. Core banking. Three CRMs. A research terminal. A KYC portal. Two spreadsheets. None of them talk to each other.

Advisor Console Pro is our answer — a single workspace that collapses the stack, preserves every underlying system, and puts the advisor back in front of the client.

[ Features ]

Built for advisors, by advisors.

Eight core capabilities shipped as a configurable managed package — every enterprise tunes, none forks.

/01
Unified Client 360
A single pane for every client — households, entities, accounts, holdings, interactions — sourced from Data Cloud.
/02
AI meeting prep
Agentforce drafts a meeting brief, context pack and talking points three hours before each client meeting.
/03
Suitability engine
Every recommendation is checked against the client's profile and jurisdiction — with a full audit trail.
/04
Portfolio modelling
Embedded Tableau dashboards, scenario modelling and what-if analysis — no second tool.
/05
Next-best-action
Every book is scored nightly. Each morning the advisor gets a prioritised list of actions.
/06
Mobile-first
Field-ready on iPad and iPhone. Offline capture, signature, biometric auth — all included.
/07
Jurisdiction packs
Pre-built regulatory packs for UK, EU, CH, SG, HK and US — compliance-ready from day one.
/08
Book analytics
Real-time book health, revenue at risk, and advisor coaching signals — surfaced to management.

[ Pricing ]

Per-seat, per month.

Advisor Console Pro is sold as an annual managed-services subscription. Each tier includes implementation, enablement and a named Summit architect.

Grow
£89
per advisor, per month
  • ✓Up to 500 advisors
  • ✓Unified Client 360
  • ✓Suitability engine
  • ✓Standard SLA
Talk to us →
Most enterprises
Scale
£149
per advisor, per month
  • ✓Up to 5,000 advisors
  • ✓Everything in Grow
  • ✓Agentforce meeting prep
  • ✓Next-best-action
  • ✓Enhanced SLA & DR
Talk to us →
Enterprise
Bespoke
annual commit
  • ✓Unlimited advisors
  • ✓Everything in Scale
  • ✓Jurisdiction packs
  • ✓Dedicated Summit architect
  • ✓24×7 global SLA
Talk to us →
“We replaced nine applications with one. Our advisors got their week back, and our clients noticed inside a month.”

— Chief Operating Officer · Top-5 European Private Bank

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