Built from a decade inside advice.
We are Planfocus Labs, the AI technology team inside Planfocus Consulting. For more than a decade, Planfocus has supported and designed the advice frameworks advisers rely on to produce compliant advice at scale. Planfocus Labs was formed to take that experience and build what comes next.
We know the success measure of AI is not just a speed play — efficiency is the floor, not the ceiling. The harder problem is turning a technically sound advice document into something a client connects with, without losing the adviser's judgement in the process.
That's what AdviceStudio solves — and you don't need to rebuild your practice to get there. No new workflow, no re-platforming, no six-month rollout. You keep producing advice the way you already do; we turn it into a client-ready presentation in minutes. AI adoption slows down when it forces firms to reinvent themselves — it should be available to every adviser, as easily as opening a document.
Together with Coremetryx, our analytics platform for advisers, we help advice firms across Australia turn dense, technical, compliance-heavy information into presentations clients want to engage with — and their data into insights they can act on.
