Generate advice documents in seconds
AI document generation for Australian financial advisers — Statements of Advice in seconds
Sign UpProduce any
kind of Advice Document
Use AdviceDocs in two ways
Xplan
AdviserLogic
MidWinter
Product Rex
Ominium
Plutosoft
Fin365Upload, Edit & Present with ease
Upload
2-minutes
Upload your research, paraplanning request and supporting documents.
Edit
10-minutesEdit your documents/templates manually or ask AI to.
Present
InstantWhy have a presentation and a document, when your document is the presentation? Present your document, and collect your clients' signatures.
Your data is safe
Secure with bank-grade protection
AdviceDocs complies with Australian privacy regulations, including the Australian Privacy Act 1988.
Your data never leaves Australia
We don't use overseas servers. All data is processed and stored exclusively on secure servers located in Sydney.
Your data is never sent to external AI servers
AI processing happens entirely within our own infrastructure — client information is never shared with third-party AI providers.
Encrypted in transit and at rest. Your research goes in, a finished advice document comes out — never used to train models, never shared.
Everything you need to know
Is my data secure?
Yes. All data is stored exclusively in Sydney, Australia, via Amazon Web Services data centres. Our AI operates within our own database environment, which means your data is never transmitted to overseas AI providers such as OpenAI or Anthropic.
I am a paraplanner — will this replace me?
Not at all. AdviceDocs replaces only the document generation and formatting stage of the advice cycle — historically one of the most time-consuming aspects of a paraplanner’s role. The research, strategy development, and product expertise that paraplanners bring remain in high demand and are essential for AdviceDocs to function effectively.
I am an external paraplanner — can I log in to multiple businesses?
Yes. As an external paraplanner, you may log in to multiple business organisations, subject to each organisation’s approval.
I am a licensee — can I grant my CARs access while I retain control of the templates?
Yes, and this is one of AdviceDocs’ core features. Your Corporate Authorised Representatives (CARs) can log in to your organisation, which makes auditing their advice documents straightforward.
Can I customise my templates?
Yes. Anything you can do in Microsoft Word, you can do within an AdviceDocs template. We provide comprehensive Statement of Advice and Record of Advice templates as a starting point, which you are free to download and tailor. We also maintain a detailed ‘Docs’ page that explains how to build your own templates from scratch — the process is straightforward.
Can I arrange an onboarding call to learn how to use AdviceDocs?
Yes. We provide a complimentary training session and onboarding call with every signup. Please contact us and we will arrange a suitable time.
How can I get training on how to use AdviceDocs?
AdviceDocs offers one-on-one training sessions to get you fully upskilled on how to use the platform. That said, AdviceDocs is designed to be highly intuitive, so most people are able to jump straight in and figure it out for themselves.
Can I trial AdviceDocs free of charge?
Yes. You receive ten complimentary templates before any charges apply. We offer both usage-based and subscription pricing — whichever option is more cost-effective for your business.
How much does AdviceDocs cost?
We offer both usage-based and subscription pricing models, allowing you to select the option that is most cost-effective for your business.
Can you build custom templates for me?
Yes. We have an in-house graphic design team capable of producing bespoke templates that will impress your clients.
Get in touch with us
We’re here to help. Whether you have a question about our services, need a hand with your account, or want to share feedback — our team is ready to assist you.
Talk to a human
Real people, not a queue. Reach us Monday to Friday, 9–5 AEST.
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