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How AdviceDocs works — for the advisers who write advice documents, and for the licensees responsible for them.

• 24 July 2026How AdviceDocs works for financial advisersAdviceDocs drafts a Statement of Advice, Record of Advice or Portfolio Report in about five minutes from the documents an adviser already has. Here is the full process, end to end.
• 24 July 2026How licensees manage their advisers with AdviceDocsHow an AFSL holder brings advice practices onto AdviceDocs with a six-digit join code, sets the starter templates those practices begin from, and opens each practice’s advice documents alongside the research behind them.