Frequently asked questions.

Getting Started & Commercials

  • Yes, there are two pre-requisites for using Advice Designer in your practice.

    Firstly, Advice Designer is integrated with Iress Xplan to deliver advice research and financial modelling. Having user access to an Xplan site with a Client Focus license and capabilities along with Risk Researcher, WealthSolver and Xtools+ licenses (depending on the advice you're producing) is the minimum requirement.

    Secondly, integration with your Xplan site and Advice Designer allows you to sync client data and import research and financial modelling scenarios. The integration can be enabled via the Iress Open marketplace.

  • We want to make sure Advice Designer is the perfect fit for you before you sign up.

    That’s why we offer demos to help you make an informed decision. Plus, you can cancel anytime.

    We also provide short clickable demonstrations featuring our advice authoring flow and advice presentation giving you the ability to see the product in action.

    Best of all, you can cancel anytime.

  • Yes! We are very lucky to have a number of customers who have shared by public and private testimonials about their experiences.

    Importantly, we do not offer any incentives for these testimonials.

  • Advice Designer is approved by a number of leading AFSLs and integrated with their XPLAN sites. Please ask our team for details.

    We do not offer AFSLs revenue share models or education partnerships. This is to ensure that we can prioritise reinvesting in our products and services that benefit all our users.

Onboarding

  • Onboarding is straightforward contact us to set up your Advice Designer Account.

    We'll then support you to link your Xplan site, configure your Licensee and Workspaces including disclosures and branding, and finally invite your practice users ready to start authoring and presenting advice.

  • Yes you can, we provide flexible options to apply your own branding and styling across both the advice document and digital presentation.

    We provide 3 default high quality image sets you can use out of the box, or you can completely customise this with your own images.

  • Unfortunately no, while you're able to fully configure you practice branding, style and Licensee disclosures within the template, you're not able to structure change the advice template itself.

    We've worked with leading compliance specialists, Tangelo Advice Consulting, during the design of the advice templates. Having a standardised approach enables us to streamline the onboarding and advice process for you.

    If you have questions we can put you in touch with team at Tangelo. They are the market leaders in advice best practice.

  • We provide email support and access to a comprehensive knowledge base via our Help Centre. For more complicated issues, we will initiate an outbound call. This is included in your monthly subscription at no extra cost.

Integrations

  • Advice Designer uses the Iress Xplan API to connect to and authenticate users to their Xplan site.

    Users connect their Xplan site to Advice Designer using OAuth an industry standard for users granting applications data access.

  • Advice Designer has broad access to data supporting comprehensive advice authoring including from:

    • ClientFocus for client fact find information*

    • RiskResearcher for personal insurance research and comparisons,

    • WealthSolver for platform and product research and portfolio recommendations, and

    • Xtools+ for financial modelling scenarios.

    *Note that Advice Designer supports integration with all standard ClientFocus field definition fields and groups (including custom values). We do not currently support Custom Field or Groups - please contact us to discuss this.

  • We integrate with MyProsperity and Worksorted. We chose these solutions due to their widespread use across our customer base.

    We are constantly assessing new opportunities to integrate with other leading solutions. Please ask our team for more information

Security and Reliability

  • All data is stored in Amazon's AWS data centers in Sydney, Australia.

  • Data is backed up by Amazon (AWS) as part of their core service, we also take, store and regularly test backups (within AWS).

    Advice Designer is also engineered to take advantage of Amazon's disaster recovery and multi-availability application features supporting resiliency.

  • Finura and Advice Designer are certified for ISO 27001:2022, an international standard for information security management. This means Advice Designer meets specific requirements in relation to authentication, encryption, data hosting, personnel security and security monitoring practices.

  • Advice Designer complies with Australian privacy laws.

    You can find our privacy policy here.

  • Yes, Finura and Advice Designer are ISO27001:2022 certified, an international standard for information security management.

  • No. Given that generative AI solutions, by design, give variable results, we are still assessing any suitable and safe use cases for AI features in Advice Designer.

    As part of our partnership with HUB24, we will be offering AI pre-vet services to our users later in 2026

Want to see Advice Designer in action?

Book a demo now to get access.

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