AdviceStudio turns the advice document you already produce into a guided, interactive presentation — so the moment that matters most, the client meeting, becomes one your clients actually understand and remember.
The advice document is changing. The conversation isn't.
As the SOA gives way to the Client Advice Record under DBFO, the client meeting is where advice is won or lost.You spend hours producing the advice document — an SOA, a review, a record of advice. The client opens it, sees a wall of disclaimers and tables, and quietly checks out. The strategy you're proud of gets lost — and so does their confidence to act on it.
"Nobody likes them. Nobody reads them. They add a whole heap of time and cost to the advice process."
"How you present your SOA is just as important as its content."
"A shorter document, with presentation resources, keeps clients engaged during the meeting."
Understanding drives action. When clients can see their fees compared, watch their projection move, and follow the strategy at their own pace, they stop nodding politely and start engaging. Engaged clients implement faster and stay longer.
Tables become charts. Dense paragraphs become a story you walk through together — on screen, in the room.
Fee comparisons and long-term projections become the sections clients understand at a glance — and remember afterward.
A client who understands the recommendation is a client who acts on it. Comprehension is the real conversion.
AdviceStudio works from the advice document itself — compatible with the .docx that Composer, XPLAN and other systems already produce. Statements of Advice, Records of Advice, review reports, and the Client Advice Record as it arrives. No new template, no double-entry, no change to your advice process.
Drop in the Word document straight out of your existing template. AI reads the structure, the figures, and the tables.
In a few minutes it maps your advice into a clean, interactive presentation — charts replacing tables, key sections surfaced, themed to your licensee. You review and lightly edit in a simple in-browser editor.
Walk the client through in a clean present mode, or export to PDF. Your document stays the record; this is how you bring it to life.
AdviceStudio doesn't generate advice or change a single recommendation. Your advice document remains the record. We make it understandable — which the law already asks of you.
The compliant SOA / CAR you produce is unchanged and remains the source of truth — preserved, and exportable to PDF.
Client personal details are redacted before any AI processing, then restored within our environment — so identifying data isn't exposed to the generation step.
Nothing reaches a client until you've checked and approved it. The adviser stays in control.
The 'clear, concise and effective' obligation applies to both words and presentation. How you present your advice is just as important as its content.
Bring a real advice document to the demo — an SOA, a review, whatever you produce. We'll transform it live, so you can see exactly what your next client meeting could look like.
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