Working tools we build for advice practices.
Not screenshots or promises, real, working software you can use right now. This is a sample of what we can build into your practice. Each one is scoped to how you actually work, and anything advice-related is always adviser-led and signed off by you.
Advice draft support
Live demoA demonstration for advisers. From the figures an adviser has already modelled, the tool assembles a structured document outline for the adviser to complete, review and sign off.
This is a demonstration for advisers, not for use by consumers, and it does not provide financial advice. It runs on fixed sample figures and never composes the recommendation. The adviser enters and owns the recommendation, and signs off the final document.
Sample adviser figures
Sample figures, shown read-only. In the real tool the adviser supplies their own modelled numbers. The tool uses only those numbers and does not invent figures.
Client situation
Scope of advice
This document covers consolidation of the client's superannuation and a review of personal insurance cover held inside super.
Recommendation
The adviser enters and owns the recommendation here. The tool does not generate advice.
Costs
Risks and considerations
- Consolidating may affect existing insurance cover. Confirm replacement cover is in place before closing any account.
- Check for exit fees, lost benefits or tax implications on the existing accounts.
- Confirm the investment options in the recommended fund suit the client objectives.
File note generator
Live demoA demonstration for advisers. Turn rough meeting notes into a structured, professional file note, a record of the conversation, ready for you to check and save. Edit the sample notes and regenerate to see it respond.
This is a demonstration for advisers. A file note records what was discussed; it is not financial advice. You review and keep the final note.
Date and attendees
Purpose of meeting
Client circumstances discussed
Agreed next steps
Client comparison visual
Live demoA demonstration for advisers. Turn current-versus-proposed figures into a clean, client-ready chart. Adjust the sample numbers and watch it update.
This is a demonstration for advisers. It presents figures you provide; it does not recommend a course of action or provide financial advice.
Sample figures. The tool charts the numbers you enter and does not calculate or recommend them.
Annual fees
Projected balance at retirement
Draft visual · for adviser review · not advice
Lead capture funnel
Live demoHow a prospective client moves from interest to a booked conversation. Step through it.
What can we help with?
You chose ·
Where should we send the details?
That is all it takes.
That was the demo. If you would like to start the real conversation, send your details below and it lands with us straight away.
More we can build, scoped to your practice.
Marketing
Operations
Websites
Want any of these built for your practice?
Tell us where the friction is and we will suggest where to focus first, with a clear scope before any work begins.