PracticeOS is purpose-built for Australian financial planners. AI-powered SOA drafting, compliance monitoring, and practice management — in one platform.
Manual drafting across six sections costs advisers 4–8 hours per client — time that doesn't scale.
AFSL obligations, Best Interests Duty, and RG175 requirements demand precision on every document.
Compliance, client reviews, and financial reporting live in separate tools — nothing talks to each other.
Each module is purpose-built for Australian financial planning practices — and they're designed to work together.
Enter client data once. Generate all six SOA sections — Executive Summary, Fact Find, Risk Profile, Strategy Comparison, Recommendations, and Compliance Notes — in minutes, not hours.
Monitor AFSL obligations across your entire client base. Track FDS dates, fee consent, Best Interests Duty status, and review schedules in one place.
Understand your practice's financial health. Cash flow modelling, revenue per client, margin analysis, and pricing benchmarks tailored to advice practices.
Keep client review cycles on track and your team's capacity visible. Track workflow status across your book and surface bottlenecks before they become problems.
See exactly how the Virtual Paraplanner turns client fact-find data into a compliant, adviser-ready SOA draft — start to finish.
Paste raw meeting notes, upload a fact-find PDF, or fill in fields manually. PracticeOS extracts and structures the data automatically.
One click drafts all six SOA sections simultaneously — Executive Summary through to Compliance Notes — with Australian regulatory standards built in.
Run an automated compliance check against AFSL obligations and Best Interests Duty. Edit any section, save versions, then export to Word or PDF.
Beta access is free. Post-beta pricing is designed for practices of all sizes — not enterprise licensing fees.
Limited to 20 full SOA generations during beta. No credit card required.
Indicative pricing. Founding beta members receive preferred rates when we launch commercially.
Join the PracticeOS beta. Free access, no commitment. Built for Australian financial planners.
No credit card. No lock-in. Onboarding handled personally.