The Complete Platform to Create, Present and Review Your Advice.
The industry's first purpose-built platform for creating, presenting and reviewing your clients' financial advice. Built for firms who demand a first-class client experience.
43%
of Advice completed in under 1 hour
140+
strategies fully maintained
30+
AFSLs Approved and XPLAN Sites Connected
ISO
The platform is ISO27001. The highest standards you would expect of to protect your clients data.
HUB24
Supported by strategic investment from HUB24. Australia’s leading investment platform.
Advice generation for innovative advice firms.
Replace your XPLAN wizards and templates
Advice Designer comes out of the box with a comprehensive advice template, strategy and product library. Our users can easily configure their own branding, imagery and colours.
Your paraplanners will be delighted.
Automaticaly generate Digital Presentations
Advice Designer brings human-led digital advice to life. Create, share, and present advice quickly and securely. Our interactive digital presentations elevate your client experience with dynamic projections, key attachments, and engaging videos.
Powerful Integrations with your existing tech
Advice Designer works seamlessly with XPLAN to streamline data, research, modelling, and client collaboration.
Digital Presentations that your clients will love.
Create engaging, simple and secure digital presentations No more PowerPoint hassles - build dynamic content alongside your advice document in one seamless process
Best in class advice generation.
Modernise your advice process. Cut hours off research, modelling, and document preparation. Our streamlined workflow replaces clunky wizards, freeing you to focus on what matters most - your clients.
Benchmark your advice process.
Curious to discover how healthy your advice delivery process and technology is?
Our Advice Delivery Health Check will help you benchmark your advice process. Uncover hidden inefficiencies. Discover where your practice can scale.
