AdviceStudio turns your finished advice document into a guided, interactive presentation in minutes — edit it, present it, send it as a PDF. And your client's personal details never reach the AI.
The advice document is changing. The conversation isn't.
As the SOA transforms under QAR, the client meeting is where advice can be won or lost.You put real thought into every advice document — an SOA, a review, a record of advice. The best advisers know that when clients can easily follow the strategy, they feel informed, empowered, and ready to move forward. Clarity is what turns great advice into great outcomes.
"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.
Every deck includes presenter notes for each slide — an opening line, the one number to land, a prepared answer to the likely question. Visible only to you, in presenter mode.
AdviceStudio works directly from your completed advice document — compatible with any (docx) Word document from any advice system, even one written by hand. No new templates, 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 couple of minutes your advice becomes a clean, interactive presentation — charts drawn from your actual figures, shaped to your document, in your firm's brand. Then make it yours: click anything to change it or use Studio, our AI assistant on hand to help refine.
Walk the client through in presenter mode — with per-slide notes only you can see — or export a clean, self-contained PDF to send after the meeting. Your document stays the record; this is how you bring it to life.
The first question every adviser asks is "is it safe to put client files into an AI tool?" AdviceStudio was built so the answer is yes: personal details are removed before the AI ever sees a document, and restored only once the work is done — safely inside the app.
Names, birth dates, addresses, phone numbers and account details are removed before the document goes anywhere near the AI — and put back afterwards, inside AdviceStudio.
Every document gets a final privacy check before it leaves. If anything personal is found, it simply isn't sent.
The compliant SOA / CAR you produce is unchanged and remains the source of truth — preserved, and exportable to PDF.
Everything encrypted, two-factor sign-in on by default, and a complete history of every action for your firm's governance.
Hosted in Sydney. Client information never leaves the country.
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.
Set your house style once and every adviser's presentation follows it, automatically — with a privacy story your compliance team can stand behind.
Your colours, fonts and logo are applied automatically to every deck. Every presentation the practice produces looks like it came from the practice — without policing templates.
You decide how presentations look and what's on the menu. Advisers simply pick from ready-made styles — "Full SOA", "Two-Slide Explainer", "Strategies Only" and more — tailored by you for the whole team.
Always know where a presentation is up to — draft, in review, or presented — with comments and mark-up for reviewers, and a full record of every action underneath.
Client details never reach the AI, and every document is checked before anything is sent. A clear, straightforward answer for your compliance team.
Any advice document produced as a Word (.docx) file — SOAs (including Risk and SMSF advice), WADs, ROAs, Reviews, Consent Renewals and even Credit Proposals, with ready-made formats for each. We can even create a customised, one off presentation…just for you.
AdviceStudio is compatible with any Word (.docx) document, produced either by hand or from a financial planning system — it reads the document, so it doesn't matter what made it, and the structure adapts to what your document contains. As the SOA transitions under QAR, it's built to move with you.
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.
Request a demo