Pricing
Paraplanners & Support
Free
Book a Demo Join a Workspace to Start Today- Full access to advice authoring and presentations
- Flexible for internal and external paraplanners
- Work across multiple workspaces
- Help Centre and email support
Start here
Financial Advisers
$350
Book a Demo See Advice Designer in Action- Complete SOA, ROA and review templates
- 140+ maintained strategies in the library
- Streamlined advice authoring workflow
- Digital advice and review presentations
- Client reviews included at no extra cost
- Integrations with Xplan, myprosperity and Worksorted
- Organisation and licensee-level configuration
- No setup fees
Licensees & Large Firms
Capped
Contact Us Streamlined advice delivery at scale- Centralised practice administration
- Enterprise onboarding support
- Licensee templates, disclosures and branding
- Dedicated account manager
- Integration support
Volume pricing
1–2 advisers $350
3–4 advisers $280
5+ advisers $250
Per adviser, per month. A 5-adviser practice pays $1,510/month.
Modules
Extend the platform as your practice needs it. Modules are added to your Advice Designer subscription.
Insurance Research
Native insurance research inside the advice workflow — compare, select and carry recommendations straight into the SOA.
$125
per user / month (ex GST)
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.