The AdvisoryOne Group

The AdvisoryOne Group is a financial planning organization that focuses on concierge services. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Finance and Risk Management. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

The AdvisoryOne Group is based in Chicago, Illinois. You can read more at advisory-one.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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