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Generate statements of advicewith ease.

AI document generation for Australian financial advisers — Statements of Advice in seconds

Free to start. No credit card required.

Provenance, Control, Trustability

An AI you can trust. AI writes in your words, with your assumptions, and full provenance of where information came from

Statement of Advice cover
Sydney Financial PlanningBastion AdvisoryBoutique Financial PlannersThe Principals' CommunityPrivate Wealth PartnersEvolution CapitalLazarus Capital PartnersSheffield Financial Group

Use AdviceDocs in two ways

For Advisers, generate any document in seconds

AdviceDocs creates Statements of Advice, Records of Advice, and Portfolio Reports in seconds. We provide you with your own SoA, RoA and Portfolio Report straight off the bat after you sign-up.

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For Licensees, easy editing, easy auditing

Licensees can easily manage and edit their templates — no more expensive template coding. Audit your CARs' advice documents and supporting research in a CRM-free environment, while AdviceDocs flags any non-compliant templates and reports them directly to you.

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Compatible with every tool
  • Xplan
  • AdviserLogic
  • MidWinter
  • Product Rex
  • Omnium
  • Plutosoft
  • Fin365
AICPASOC2(Type 1)
SOC 2 Type 1
Complete
AICPASOC2(Type 2)
SOC 2 Type 2
In progress (15/1/2027)
ISO 27001
ISO 27001
In progress

Security

All data is processed and stored exclusively on secure servers located in Sydney. AI processing happens entirely within our own infrastructure — client information is never shared with third-party AI providers.

Visit our trust centre for more information

Upload, Edit & Present with ease

Upload

2-minutes

Upload your research, paraplanning request and supporting documents.

Edit

10-minutes

Edit your documents/templates manually or ask AI to.

Present

Instant

Why have a presentation and a document, when your document is the presentation? Present your document, and collect your clients' signatures.

“Advicedocs is a game changer for our SoA and RoA generation processes, its fast, easy and gives us great looking documents. Its the first AI SoA generation tool that we've actually been able to adopt in our practice”
William Bracey
Valid until 15/10/2026

Unlimited documents for 30 days

Generate as many SoAs and RoAs as you like. No credit card required, cancel anytime.

Free to start. No credit card required.