Aelora

Software solutions for awesome partners and clients

Products

Meet Aelora Awesome Advisers.

Aelora Awesome Advisers is our first product: a purpose-built CRM for insurance advisers who want stronger workflow support, clearer visibility, and secure day-to-day operations.

One connected workspace

Give advisers a clear view of what matters now—and what comes next.

Bring client activity, advice, communication, documents, and follow-up into one focused workspace shaped around the way adviser teams operate.

  • Workflow-led action queues keep priorities visible.
  • Client-centred information stays connected to the work.
  • Secure by design with tenant isolation and modern access.
Aelora Awesome Advisers worklists with renewals, reminders, leads, scheduled emails, and signature requests
Statement of advice editor with the Aelora AI Assistant

Client discovery

Collect the right facts without forcing every practice into the same mould.

Configure the facts your team needs, then give clients a guided, secure experience for completing them online.

  • Customisable categories, fields, rules, and form templates.
  • Turn the same structured facts into printable and online forms.
Configurable client fact categories and data fields
Printable client fact form template

Advice workflow

Move from first client details to a polished advice record in one flow.

Start new advice with existing clients or scan source documents to reduce rekeying, then draft and refine advice with structured templates and optional AI assistance.

  • Keep clients, facts, documents, and advice together.
  • Use templates, document scanning, and AI where they save real time.
Creating advice with existing clients or imported client information

Connected communication

Bring email into the client workflow—not another disconnected inbox.

Sync communication, compose with reusable content, and schedule messages for the right moment while retaining the client and advice context.

  • Sync current and historic email into one searchable view.
  • Use branded templates and schedule messages around real workflows.
Integrated adviser email inbox with synchronisation controls
Customisable email template with reusable client fields
Email composer with scheduling choices

Client experience

Give clients a clear, branded path into the advice process.

Secure online forms help clients share information at their own pace, with a multilingual experience that can meet more people where they are.

  • Responsive, step-by-step forms with visible completion progress.
  • Multi-language support for client-facing forms.
English online client fact form with progress and privacy guidance
Chinese-language online client form

Signing and access

Carry secure controls through to the final client action.

Built-in signature requests keep document completion connected to the advice, while MFA and SSO support strengthen access for adviser teams.

  • Prepare, place, track, and complete signatures in one guided flow.
  • Support modern authentication with MFA and single sign-on.
Integrated signature request workflow for placing signatures on an advice document
Authenticator app setup for multifactor authentication

See if it fits

A calmer way to run the work behind great advice.

Tell us how your adviser business works today, where the friction is, and what a better operating rhythm would look like.

Start a conversation