Plan and Manage Client's
Philanthropy Portfolios...
For Free.

Newdea created Advisor Center as a Web-based philanthropy-management tool for advisors, financial institutions, boutique wealth managers, philanthropy consultants and multi-family offices.

With functionality that helps you align the visions of donor clients with the goals of nonprofits, you'll wonder how you ever lived without it. Oh, and did we mention it's free?

Plan for the Future and Document the Past

The Newdea Advisor Center equips you with an automated discovery questionnaire to specifically assess your clients' charitable history and plans for the future. Advisors simply submit the completed questionnaire, and Newdea will create a personalized Impact Portfolio that contains the client's giving history, interest areas, future goals, and more.

Show Clients Real Results With Impact Reports

As part of the overall Impact Portfolio, Advisor Center generates Impact Reports (based on information entered by the nonprofit) that show measurable results of the projects your clients support.

Grow Your Client List, Without Growing Your
To-Do List

How do you expand your business, without adding more hours to your workday? Advisor Center automates time-consuming information gathering and reporting tasks, and provides you with personalized, on-demand data for all of your philanthropy clients.