One price. Everything included.

Advice Designer with Reviews — all your advice, one subscription. Paraplanners and support staff are always free.

Free Paraplanners & support staff
Included Client Reviews
$0 Setup costs
Per workspace · cancel anytime
$350 /pm
Starting from — per adviser, excl. GST
Pay less as you grow
First 1–2 advisers $350 /ea /pm
Next 2 advisers (3rd & 4th) $280 /ea /pm Save 20%
Additional advisers (5+) $250 /ea /pm Save 29%
Example: A 5-adviser practice pays $350×2 + $280×2 + $250×1 = $1,510/pm — that's $302 per adviser.

Every subscription includes

Core advice & review templates — no BYO required
Content library — strategy, product, fact sheet & video
Streamlined advice authoring flow
Stunning digital advice presentation
Xplan, MyProsperity & Worksorted integration
Streamlined reviews — included at no extra cost
Unlimited paraplanners & support staff
Organisation & licensee level configuration
Now with Reviews

Twice the product. Same price.

Automate your annual review documents and show clients exactly why your advice matters — all within your existing subscription.

⚡
Streamlined reviews
Pull data from Xplan into beautiful, client-ready review documents.
📊
Showcase your value
Show clients the impact of your advice with a stunning digital presentation.
🔄
Full advice lifecycle
SOAs, ROAs, and annual reviews — all in one platform.

Common questions

What's a workspace?

Your practice's Advice Designer environment. All advisers, paraplanners, and support staff share one workspace. Minimum one adviser per workspace.

How does tiered pricing work?

It's graduated. First two advisers are $350 each, next two are $280, and every adviser after that is $250. You never pay the top rate for everyone.

What about reviews?

Client reviews are included in every subscription. SOAs, ROAs, and annual reviews — one platform, one price.

Can I cancel anytime?

Yes. Month-to-month, no lock-in contracts. No setup fees.

All fees are exclusive of GST. Minimum one adviser per workspace.

All prices exclude GST.

See the Value for your Business in Just 2 Minutes

Use our ROI Calculator to estimate your potential savings and productivity gains with Advice Designer.

Calculate Your ROI

Spending Too Much Time on Advice Documents?

We are grateful to our launch partners and customers

  • Aintree Group logo featuring text and a red triangular symbol.
  • Logo of McQueen Group with stylized script
  • Jakupovic Lifestyle Financial Consulting logo with a colorful origami bird design.
  • Futuro Financial Services logo with stylized blue and green graphic.
  • Logo of Practice Dynamix with stylized letters
  • Logo with a green square featuring an upward trending line above the word "INSIGHT" in bold green letters.
  • Abstract illustration of a purple and turquoise pattern resembling overlapping shapes.
  • Paragem logo with stylized orange paper plane icon
  • Logo with a stylized circle divided into four segments in dark blue and teal, above the word 'Count' in dark blue.
  • Tangelo Advice Consulting logo with an orange circle and green leaf design.

One simple price, no extra costs

Advice Designer comes with everything you need to start producing fantastic advice documents.

Complete SOA & ROA 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 love you .

Stunning 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.

Your clients will be impressed.

Integrations with your existing tech

Seamless integrations boost efficiency and enhance client experience. Connect with top industry platforms to streamline data, research, modelling, and client collaboration.

Our platform complements your existing technology, it doesn’t replace it.

Want to see Advice Designer in action?

Book a Demo