What advice firms are saying about Advice Designer.
Real advisers, real paraplanners, real numbers. Hear how Australian advice firms have replaced clunky XPLAN wizards and PowerPoint workarounds - and what's changed since they did.
Featured customer stories.
Three Australian advice firms on what changed when they rebuilt their advice production around Advice Designer.
Halving SOA production time without losing customisation.
MORGAN WASS — CROWN & WILLOW
Morgan and the Crown & Willow team had hit a familiar ceiling: their advice documents didn't reflect the quality of the conversations behind them, and the Word-based template workflow had become a tax on every piece of advice they produced.
Halved SOA production time, with even larger savings on complex cases
Turned XPLAN modelling into clean, visual outputs clients actually understand
Kept their voice intact — advice that reads like Crown & Willow, not a cookie-cutter template
Retiring the wizards: rebuilding an advice tech stack from the ground up.
SIMON BACKMAN, CEO — WAHLSTROM FINANCIAL SERVICES
CEO Simon Backman talks through why Wahlstrom selected Advice Designer as their advice generation platform — and what he learned leading the change. Simon also shares practical tips for fellow business leaders running an advice tech transition.
Wahlstrom partnered with our sister consulting practice Finura Services to overhaul their advice technology stack end-to-end.
From PowerPoint workarounds to faster, better SOAs.
TANIA TONKIN — DMCA ADVISORY
Tania Tonkin explains how DMCA Advisory transformed their SOA production process by replacing their outdated advice wizards and retiring the manual PowerPoint creation that came with them.
The result: dramatically faster turnaround and advice documents that look the way clients deserve.
If you have a good understanding of your XPLAN modelling and your XPLAN data is up to date, this will be a game changer. My SOA preparation time has more than halved.
The support team are very quick to respond to any queries we have and are very willing to help, educate, and — if required — make changes to improve the platform.
Before Advice Designer, our SOA process was slow and required lots of manual editing and customisation. Now it's fast, easily updated, and flows much better than our existing template.
Advice Designer has been far more than just a 'nice to have' for us. It is a genuine game changer — and we're incredibly grateful for the blood, sweat and tears that have clearly gone into building it.
