Intersoftware Adviesbox by InterSoftware is a comprehensive advisory platform designed to help financial advisors deliver clear, consistent, and well-documented recommendations. It brings together client fact-finding, needs analysis, product comparison, and scenario modeling in one streamlined workspace, reducing manual effort and improving accuracy.
Advisors can capture and update client data, explore “what-if” scenarios, and compare options across mortgages, insurance, and other financial products. The platform supports team collaboration with role-based access and an audit-ready advice trail, while integrations help keep product information current and simplify downstream processes such as applications and documentation.
With personalized client reports and transparent rationale for each recommendation, Intersoftware Adviesbox helps advisors communicate value, build trust, and make better-informed decisions—all while improving efficiency across the advisory workflow.
Intersoftware Adviesbox is developed by InterSoftware. The most popular versions of this product among our users are: 13.3 and 13.4. The name of the program executable file is HypoboxMain.exe.
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