Legacy advice software charges enterprise prices for spreadsheet-era workflows. Templates drift, citations rot, and one missed reference can sink a compliance review. AdviceGenie was built to remove every one of those hours.
Genie walks you through the workflow your licensee already approves — only faster, and with the paperwork building itself in the background.
Upload a PDF, sync from your CRM, or invite the client to fill in a secure online form. Genie reads it once and stops you re-typing forever.
Confirm objectives, scope of advice and risk tolerance. Genie flags scope creep early and keeps you inside Best-Interest Duty by default.
Genie suggests strategies grounded in 20 years of Australian adviser experience. Modify, override, or write your own — every change is cited and logged.
A licensee-branded SoA in your house style, with citations, a complete audit trail and a one-click compliance pack ready for review.
A single, structured record of your client that flows through every screen. Pull from PDFs, your CRM, or a secure client-facing form — Genie keeps it normalised, validated and current.
Project cash flow, super, debt and retirement income across decades. Compare side-by-side scenarios live and Genie will explain — in plain English — exactly why one strategy beats another.
Genie writes plain-English advice that sounds like you — cited, internally consistent and structured to your licensee's house style. Edit anywhere; Genie keeps the document, citations and modelling in lock-step.
We recommend you commence a Transition to Retirement (TTR) strategy alongside salary sacrifice contributions of $2,400 per month, taking your concessional contributions to within the $30,000 annual cap. This is projected to increase your retirement balance at age 67 by approximately $310,000 in today's dollars, compared with maintaining your current arrangement.
In assessing this recommendation we considered three alternatives [Appendix B]. The recommended strategy ranked highest on after-tax retirement income and retained your stated preference for liquidity through to age 60…
Every fact, every override, every AI suggestion accepted or rejected is logged automatically. When your licensee or ASIC comes knocking, the paper trail is already written.
AdviceGenie was engineered for the Australian privacy and financial-services regime from the first line of code. Data is encrypted in transit and at rest, hosted exclusively in Australian regions, and aligned to ISO/IEC 27001 controls.
Independent third-party audited controls across people, process and technology. Annual penetration tests, monthly vulnerability scans.
Every record, every backup, every byte encrypted with customer-managed keys. Field-level encryption for PII.
All data — primary, replica and backup — remains within Australian borders. Zero offshore data egress, ever.
Built to the 13 Australian Privacy Principles, with consent management, data-subject access, and lawful-use guard-rails baked into every workflow.
Genie suggests, cites and checks. Every recommendation is yours to accept, override or rewrite — with the reason logged.
Best-Interest Duty, FASEA standards and licensee policy live inside the workflow — not in a checklist you fill in after the fact.
Sovereign by default. No offshore egress, no offshore models, no fine print — ever.
We work alongside practising financial planners, paraplanners and compliance officers to make sure every workflow on the platform reflects how good advice is actually written — and how good licensees actually review it.
All plans include AI-assisted SoA drafting, audit trail, Australian data hosting and ISO-aligned security. Pay for advisers, not paperwork.
For sole-trader advisers and self-licensed practitioners.
For practices of 2–25 advisers and paraplanners.
For AFSLs and dealer groups. Tailored deployment & controls.
If your question isn't here, talk to a real adviser on the AdviceGenie team — most replies inside the hour during AEST business hours.
See a live walk-through with a real adviser from the AdviceGenie team. 30 minutes. No sales script.
