Grow Faster. Advise Smarter.
AdviceGenie helps financial advisers generate compliant, AFSL-ready Statements of Advice in minutes—not hours. Apply your own APL, embed your compliance framework and Best Interest Duty (BiD), and scale your business like never before. Whether you're running solo or growing a large firm, AdviceGenie gives you the tools to serve more clients—especially those with limited access to traditional advice.
Why Now?
Time is your most valuable asset. With AdviceGenie, you can cut down the time it takes to generate a compliant SoA from hours to minutes. Build portfolios using your own APL, embed your compliance rules and BiD policies, and focus more on client outcomes—not admin. The result? Greater capacity, happier clients, and a more profitable practice.
✅ Enhance Efficiency – Let AI handle data analysis while you focus on strategy.
✅ Scale Your Business – Serve more clients with AI-powered personalized insights.
✅ Stay Ahead of the Curve – Early adopters will dominate as the industry shifts.
Who is AdviceGenie for?
👩💼 Starting your own AFSL or sub-authorised practice? → Speed up onboarding and service delivery from day one.
📈 Managing a busy book of clients? → Boost your capacity by cutting SoA generation time by 80%.
🌍 Want to expand your reach? → Efficiently service clients in underserved or remote areas without compromising on compliance.
Why Join Now?
✅ Slash SoA turnaround time with our AI engine tailored to your licensee rules.
✅ Apply your own APL and compliance templates—no compromises.
✅ Scale operations by increasing your adviser-to-client ratio without adding headcount.
✅ Serve more Australians—especially those currently unadvised or outside major metro areas.
Explore AI-Powered SoA
We’re introducing a smarter way to deliver financial advice, starting with a sample retirement SoA. Whether you're ready to lead with AI or simply want to grow your client base, book a quick meeting to learn how this platform can support your goals.
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