Financial Advice
Without.
The Complexity.
A modern replacement for legacy planning software — high-fidelity modelling and compliance-first advice generation in one professional wealth-management platform.
Architecture of Growth.
Unified advisory workflows that allow you to focus on client relationships, not manual paperwork.
One Client Record
Consolidate client data, portfolios and documents into a single source of truth — with built-in xPlan migration across 30 data domains.
Defensible Modelling
Deterministic and Monte-Carlo retirement, Centrelink, CGT and cashflow engines — Decimal-precise and ATO-validated.
Compliant Advice
Generate SOAs, ROAs and short-form advice behind a built-in BID safe-harbour gate, with FDS/opt-in tracking and a 7-year record trail.
Practice ROI.
Calculate the total hours and operational expense your practice will recover by switching to the FinPlanPro architecture.
Estimate only — assumes ~5 admin hrs/adviser/week recovered at $110/hr and ~2.5 hrs saved per advice document. Adjust to your practice.
Engagement Tiers.
Per adviser, per month — first month free. Volume pricing for larger firms.
- 1–5 advisers
- Full advice + modelling engines
- Platform integrations
- Email support
- 6–20 advisers
- Advanced compliance engine
- White-label client portal
- Priority support
- 20+ advisers / licensee
- Private deployment
- SSO / SAML
- Dedicated success manager
Modern Advice.
Native Speed.
Elevate your client experience with the industry's most advanced advisory stack.