AdviceGenie gives Australian financial advisers AI-powered SoA generation and guided client onboarding in one platform, with interactive Digital SoA delivery coming soon. Compliance baked in. Australian data sovereign.
AdviceGenie covers the three most time-consuming parts of every advice engagement — so you can spend your time where it counts: with your clients.
AI drafts a compliant, fully cited Statement of Advice in your voice, from your fact find. What used to take 14 days takes 14 minutes.
Send your client a link, not a 60-page PDF. The Digital SoA is a live, interactive, mobile-responsive web document — with collapsible sections and digital signature.
Replace PDF email chains with a guided digital client onboarding flow. Smart logic shows only relevant questions. Answers flow directly into your SoA workflow.
A single, structured record of your client that flows through every screen. Pull from PDFs, your CRM, or a secure client-facing form.
Project cash flow, super, debt and retirement income across decades. Compare side-by-side scenarios live.
Genie writes plain-English advice that sounds like you — cited, internally consistent, and structured to your licensee's house style.
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.
Every fact, every override, every AI suggestion accepted or rejected is logged automatically — so your compliance pack writes itself.
Transform your Statement of Advice from a static PDF into a live, interactive, mobile-responsive web experience. Clients receive a secure link, not an attachment they'll never read.
No attachment. No PDF. One tap on mobile opens their personalised SoA in the browser.
Strategy, fees, risk profile — each section expands on demand. Nothing is buried on page 47.
Digital signature captured in the browser. You're notified immediately. The audit trail is updated automatically.
Replace clunky PDF email chains with a guided digital onboarding flow. Smart question logic surfaces only what's relevant. Answers auto-populate your fact find.
Generate a secure, branded onboarding link in one click. Send it by email or SMS. No logins required for the client.
Questions adapt based on the client's answers. If they don't have dependants, dependent-related questions disappear. No irrelevant clutter.
Client answers auto-populate your AdviceGenie fact find. No re-typing. No copy-paste. One source of truth from first contact to signed SoA.
Financial Services Guide acknowledgement, scope of advice, and fee consent — all collected digitally in the same flow, with signatures and timestamps.
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. Annual penetration tests, monthly vulnerability scans.
Every record encrypted with customer-managed keys. Field-level encryption for PII.
All data — primary, replica and backup — remains within Australian borders. Zero offshore egress, ever.
Built to the 13 Australian Privacy Principles, with consent management and lawful-use guard-rails baked in.
All plans include SoA generation, onboarding, audit trail, and Australian data hosting — with Digital SoA delivery coming soon at no extra cost. 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.
30-minute demo with a real adviser from the AdviceGenie team. No sales script. See all three features live.
The information on this website is general in nature only and does not take into account your personal objectives, financial situation, or needs. It is not financial, legal, or taxation advice, and nothing on this site is intended to be relied upon as advice or to create any legally binding obligation or relationship.
While we try to keep the content accurate and current, it may be out of date, incomplete, or incorrect. Rules, rates, contribution caps, and thresholds change frequently — always verify the current figures with the ATO, ASIC's MoneySmart website, or a licensed professional.
All calculators, projections, and figures shown are for illustration and demonstration purposes only. They rely on simplified assumptions, are not predictions, quotes, or guarantees, and your actual outcome will differ.
Before acting on anything you read here, we strongly recommend you seek professional advice from a licensed financial adviser, accountant, or solicitor who can consider your individual circumstances. AdviceGenie does not hold an Australian Financial Services Licence (AFSL) and does not provide financial product advice as defined in the Corporations Act 2001 (Cth).
AdviceGenie is built by Cognify Labs Pty Ltd
