Backed by Halosoft
Built inside a real advice practice
Backed by Halosoft
Built inside a real advice practice
THE AI-NATIVE CRM BUILT FOR FINANCIAL ADVICE
THE AI-NATIVE CRM BUILT FOR FINANCIAL ADVICE
Less admin. More advice.
Less admin. More advice.
Less admin. More advice.
Advice Ally brings client data, meetings, workflow and advice production into one platform built for Australian advice practices. It understands what has changed since the last conversation and drafts the work that follows, ready for your review.
Advice Ally brings client data, meetings, workflow and advice production into one platform built for Australian advice practices. It understands what has changed since the last conversation and drafts the work that follows, ready for your review.
RA
Meetings
John Smith Demo Adviser Session Recording file
21 Nov 2024
9:00 to 10:38 AM
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File note
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Meeting details
Detail
Information
Meeting Type
Review
Client(s)
John Peterson - present & representing self; Jessica Peterson - present &
representing self
Adviser(s)
Kirsty Wallace (financial adviser), Dan (associate, present in meeting)
Date
11 February 2026
Time
2:00 PM
Duration
Approx. 2 hrs and 53 mins
Location
In-person at adviser’s office (Kirsty, John); Phone (Jessica)
Key Points
John, 67, has recently reached Age Pension age and is preparing to apply for the Age Pension with his assessable position optimised from the start; Jessica, 60, is about to start a part-time roleearning approximately $10,000 per year
John disclosed bursitis in both shoulders since November causing debilitating sleep loss, treated with cortisone shots at $600 per shoulder plus physiotherapy, and confirmed his prostate situation from the previous year had improved
John's CFS pension sits at around $837,000 with most of the balance being taxable, and is fully assessable under the Centrelink asset test
The adviser flagged a re-contribution approach to explore — drawing capital out of John's pension and contributing it into a new super account in Jessica's name, which would not be counted under the Centrelink asset test until Jessica also reaches Age Pension age at 67, providing a sheltering window of up to seven years
The approach would be staged as two tranches to work within the non-concessional contribution caps — approximately $120,000 before 30 June 2026 under the current-year cap, and approximately $390,000 in July 2026 using the bring-forward rule once the cap moves to $130,000 from 1 July
Meeting Purpose
Review John's Age Pension application and optimise his assessable position ahead of eligibility.
Discuss superannuation re-contribution strategy to shelter capital under the Centrelink asset test.
Plan staged non-concessional contributions across the current and new financial year caps.
Address ongoing health-related costs and confirm updates to income and pension arrangements.
Goals
Advised goals
Goal
Description
Category(s)
Have super managed according to your needs and preferences
You want confidence that your combined superannuation savings (~$541k) are invested according to your agreed 'Balanced' risk profile and preference for a blend of active/index managers, managed through a service providing the direct, personal adviser contact you value, addressing concerns the current QSuper setup might be outdated.
Superannuation
Decide on consolidation of Hesta Super account
You want a clear understanding of whether consolidating your Hesta super account (~$10k) is beneficial, based on a review of its features, particularly any specific insurance cover it provides.
Superannuation, Insurance
Confirm sufficient funds for retirement lifestyle
You want peace of mind knowing whether your current assets (~$541k super, ~$11k cash, shares) and income streams (Centrelink pensions, super pension) are projected to be sufficient to sustain your desired lifestyle (expenses target ~$55k/year) over the next 5–10 years, addressing your anxiety about future financial security.
Retirement Planning & Income
Determine affordability of gifting to children
You want clarity on whether gifting $10,000 annually ($5k each to Kate and Scott) is financially sustainable alongside your own living expenses, based on projections of your overall financial situation.
Retirement Planning & Income
Ensure super distribution aligns with wishes upon death
You want certainty regarding the distribution of your superannuation benefits upon your death, ensuring they align with your wishes (potentially favouring children) while appropriately considering Mary’s situation and incapacity.
Estate Planning
Advised goals
Goal
Description
Category(s)
Have super managed according to your needs and preferences
You want confidence that your combined superannuation savings (~$541k) are invested according to your agreed 'Balanced' risk profile and preference for a blend of active/index managers, managed through a service providing the direct, personal adviser contact you value, addressing concerns the current QSuper setup might be outdated.
Superannuation
Decide on consolidation of Hesta Super account
You want a clear understanding of whether consolidating your Hesta super account (~$10k) is beneficial, based on a review of its features, particularly any specific insurance cover it provides.
Superannuation, Insurance
Confirm sufficient funds for retirement lifestyle
You want peace of mind knowing whether your current assets (~$541k super, ~$11k cash, shares) and income streams (Centrelink pensions, super pension) are projected to be sufficient to sustain your desired lifestyle (expenses target ~$55k/year) over the next 5–10 years, addressing your anxiety about future financial security.
Retirement Planning & Income
Determine affordability of gifting to children
You want clarity on whether gifting $10,000 annually ($5k each to Kate and Scott) is financially sustainable alongside your own living expenses, based on projections of your overall financial situation.
Retirement Planning & Income
Ensure super distribution aligns with wishes upon death
You want certainty regarding the distribution of your superannuation benefits upon your death, ensuring they align with your wishes (potentially favouring children) while appropriately considering Mary’s situation and incapacity.
Estate Planning
Non-Advised goals
Goal
Description
Category(s)
Italy holiday
You have a holiday booked for Italy in 2026 you have already saved for.
Ask Odin
Hi Sam
Where should we start?
Generate PRF from this meeting
Provide a summary for the client
Write email for legal team
Summarize meeting
What was the sentiment
Enter response here
Odin can make mistakes. Double-check answers.
Ask Odin
What is Jessica’s new occupation?
The sources don’t specify Jessica’s occupation. The file note only records that is starting part-time role earning approximately $10,000 per year process, but the job title or industry isn’t mentioned.
When does she start?
No explicit start date is given. However, the file note mentions reassessing spending in “late June after Jessica had been working for three months,” which implies a start around March 2026.
Will there be an end date for her work?
Summarize meeting
What was the sentiment
Enter response here
Odin can make mistakes. Double-check answers.
RA
Meetings
John Smith Demo Adviser Session Recording file
21 Nov 2024
9:00 to 10:38 AM
Saving
Mark as complete
File note
Next best steps
More
Generate
Meeting details
Detail
Information
Meeting Type
Review
Client(s)
John Peterson - present & representing self; Jessica Peterson - present &
representing self
Adviser(s)
Kirsty Wallace (financial adviser), Dan (associate, present in meeting)
Date
11 February 2026
Time
2:00 PM
Duration
Approx. 2 hrs and 53 mins
Location
In-person at adviser’s office (Kirsty, John); Phone (Jessica)
Key Points
John, 67, has recently reached Age Pension age and is preparing to apply for the Age Pension with his assessable position optimised from the start; Jessica, 60, is about to start a part-time roleearning approximately $10,000 per year
John disclosed bursitis in both shoulders since November causing debilitating sleep loss, treated with cortisone shots at $600 per shoulder plus physiotherapy, and confirmed his prostate situation from the previous year had improved
John's CFS pension sits at around $837,000 with most of the balance being taxable, and is fully assessable under the Centrelink asset test
The adviser flagged a re-contribution approach to explore — drawing capital out of John's pension and contributing it into a new super account in Jessica's name, which would not be counted under the Centrelink asset test until Jessica also reaches Age Pension age at 67, providing a sheltering window of up to seven years
The approach would be staged as two tranches to work within the non-concessional contribution caps — approximately $120,000 before 30 June 2026 under the current-year cap, and approximately $390,000 in July 2026 using the bring-forward rule once the cap moves to $130,000 from 1 July
Meeting Purpose
Review John's Age Pension application and optimise his assessable position ahead of eligibility.
Discuss superannuation re-contribution strategy to shelter capital under the Centrelink asset test.
Plan staged non-concessional contributions across the current and new financial year caps.
Address ongoing health-related costs and confirm updates to income and pension arrangements.
Goals
Advised goals
Goal
Description
Category(s)
Have super managed according to your needs and preferences
You want confidence that your combined superannuation savings (~$541k) are invested according to your agreed 'Balanced' risk profile and preference for a blend of active/index managers, managed through a service providing the direct, personal adviser contact you value, addressing concerns the current QSuper setup might be outdated.
Superannuation
Decide on consolidation of Hesta Super account
You want a clear understanding of whether consolidating your Hesta super account (~$10k) is beneficial, based on a review of its features, particularly any specific insurance cover it provides.
Superannuation, Insurance
Confirm sufficient funds for retirement lifestyle
You want peace of mind knowing whether your current assets (~$541k super, ~$11k cash, shares) and income streams (Centrelink pensions, super pension) are projected to be sufficient to sustain your desired lifestyle (expenses target ~$55k/year) over the next 5–10 years, addressing your anxiety about future financial security.
Retirement Planning & Income
Determine affordability of gifting to children
You want clarity on whether gifting $10,000 annually ($5k each to Kate and Scott) is financially sustainable alongside your own living expenses, based on projections of your overall financial situation.
Retirement Planning & Income
Ensure super distribution aligns with wishes upon death
You want certainty regarding the distribution of your superannuation benefits upon your death, ensuring they align with your wishes (potentially favouring children) while appropriately considering Mary’s situation and incapacity.
Estate Planning
Advised goals
Goal
Description
Category(s)
Have super managed according to your needs and preferences
You want confidence that your combined superannuation savings (~$541k) are invested according to your agreed 'Balanced' risk profile and preference for a blend of active/index managers, managed through a service providing the direct, personal adviser contact you value, addressing concerns the current QSuper setup might be outdated.
Superannuation
Decide on consolidation of Hesta Super account
You want a clear understanding of whether consolidating your Hesta super account (~$10k) is beneficial, based on a review of its features, particularly any specific insurance cover it provides.
Superannuation, Insurance
Confirm sufficient funds for retirement lifestyle
You want peace of mind knowing whether your current assets (~$541k super, ~$11k cash, shares) and income streams (Centrelink pensions, super pension) are projected to be sufficient to sustain your desired lifestyle (expenses target ~$55k/year) over the next 5–10 years, addressing your anxiety about future financial security.
Retirement Planning & Income
Determine affordability of gifting to children
You want clarity on whether gifting $10,000 annually ($5k each to Kate and Scott) is financially sustainable alongside your own living expenses, based on projections of your overall financial situation.
Retirement Planning & Income
Ensure super distribution aligns with wishes upon death
You want certainty regarding the distribution of your superannuation benefits upon your death, ensuring they align with your wishes (potentially favouring children) while appropriately considering Mary’s situation and incapacity.
Estate Planning
Non-Advised goals
Goal
Description
Category(s)
Italy holiday
You have a holiday booked for Italy in 2026 you have already saved for.
Ask Odin
Hi Sam
Where should we start?
Generate PRF from this meeting
Provide a summary for the client
Write email for legal team
Summarize meeting
What was the sentiment
Enter response here
Odin can make mistakes. Double-check answers.
Ask Odin
What is Jessica’s new occupation?
The sources don’t specify Jessica’s occupation. The file note only records that is starting part-time role earning approximately $10,000 per year process, but the job title or industry isn’t mentioned.
When does she start?
No explicit start date is given. However, the file note mentions reassessing spending in “late June after Jessica had been working for three months,” which implies a start around March 2026.
Will there be an end date for her work?
Summarize meeting
What was the sentiment
Enter response here
Odin can make mistakes. Double-check answers.
Trusted by leading Australian Financial Planning practices
Advice technology has come apart from advice.
Your CRM holds the client record. A meeting tool writes the notes. Tasks sit somewhere else again. Modelling happens in another system, and the advice document is produced in one more. Your team spends the day carrying information between them. That is where the hours go, and where things get missed.
One platform,
built around the household.
Not a meeting tool with a database attached. A CRM designed for the advice journey, where every conversation, task and document builds the client record and moves the work forward.
CRM
Households, entities, key details, tasks and roles, with the whole practice working from one record.
Advice Production
Client Portal
File Notes & Recording
Mobile Apps
Integrations
CRM
Households, entities, key details, tasks and roles, with the whole practice working from one record.
Advice Production
Client Portal
File Notes & Recording
Mobile Apps
Integrations
CRM
Households, entities, key details, tasks and roles, with the whole practice working from one record.
Advice Production
Client Portal
File Notes & Recording
Mobile Apps
Integrations
Save hours
The admin after every meeting, done before you are back at your desk.
Stay consistent
One structure for every household, note and advice document across the practice.
Stay in control
Odin drafts, your advisers approve. Nothing goes out without review.
Advice production
The file note is not the finish line.
The file note is not the finish line.
Most tools transcribe the meeting and hand the work back to you. Advice Ally takes it forward, from the conversation to advice work that is already moving.
Client conversation
In person or online
Objectives & scope
What the advice covers
Strategies & comparisons
Modelled, not guessed
Paraplanning request
Ready to action
Client conversation
In person or online
Objectives & scope
What the advice covers
Strategies & comparisons
Modelled, not guessed
Paraplanning request
Ready to action
Client conversation
In person or online
Objectives & scope
What the advice covers
Strategies & comparisons
Modelled, not guessed
Paraplanning request
Ready to action
From meeting to complete paraplanning request.
From the client conversation, Advice Ally identifies fact find changes, determines objectives and scope, surfaces missing information, develops and compares strategies, prepares investment comparisons and builds the paraplanning request. Records of advice follow, on your licensee's strategy framework and disclosures rather than a generic template.
Structured paraplanning requests generated from the meeting
Investment comparisons across model portfolios, ETFs and direct holdings
Records of advice on your licensee's template
Cashflow projections and statements of advice
How It Works
See Advice Ally at work
No new habits to learn. Connect your tools, sit through your next meeting, and let Advice Ally handle the rest.
Connect your tools
Link your calendar and practice systems in minutes, using Advice Ally's native connectors or your existing Xplan setup.
Meet as usual
Advice Ally joins the meeting quietly in the background, capturing the conversation and turning it into structured notes and fact find updates automatically.
Let Odin take the next step
Odin reviews the meeting against your client's history and surfaces what needs to happen next — drafted and ready for your review.
Odin
The intelligence behind Advice Ally.
Odin is the engine underneath: an AI platform built for Australian financial advice. It reads a client's history, understands what changed, and prepares the work that comes next before anyone has to ask.
Built & hosted locally
Australian infrastructure, with data handling designed for local privacy and sovereignty requirements. Client data does not leave the country.
Built & hosted locally
Australian infrastructure, with data handling designed for local privacy and sovereignty requirements. Client data does not leave the country.
Drafts, never decides
Odin connects the household's goals, position and advice history, then prepares file notes, tasks and advice work for review. The recommendation stays with the person licensed to make it.
Building on Odin? The API platform for licensees and software partners has its own home. Learn about the Odin platform →
Your Partner in Security
& Data Protection
We take privacy and security seriously across everything we build. From infrastructure to product design, our systems are created with protection at their core — so you and your clients can operate with confidence.
Built Local, Stored Local
Built Local, Stored Local
Your data is securely hosted in Australia using trusted cloud infrastructure, ensuring alignment with local data regulations and sovereignty requirements.
Built Local, Stored Local
Built Local, Stored Local
Your data is securely hosted in Australia using trusted cloud infrastructure, ensuring alignment with local data regulations and sovereignty requirements.
Built Local, Stored Local
Built Local, Stored Local
Your data is securely hosted in Australia using trusted cloud infrastructure, ensuring alignment with local data regulations and sovereignty requirements.
Certified to Global Standards
Certified to Global Standards
We adhere to internationally recognised security frameworks, including ISO 27001. This means our processes, systems, and controls are independently validated against leading global standards.
Certified to Global Standards
Certified to Global Standards
We adhere to internationally recognised security frameworks, including ISO 27001. This means our processes, systems, and controls are independently validated against leading global standards.
Certified to Global Standards
Certified to Global Standards
We adhere to internationally recognised security frameworks, including ISO 27001. This means our processes, systems, and controls are independently validated against leading global standards.
Privacy by Design
Privacy by Design
Protecting sensitive information is foundational. We embed privacy into every layer of our platform, including automatic de-identification of sensitive data wherever possible.
Privacy by Design
Privacy by Design
Protecting sensitive information is foundational. We embed privacy into every layer of our platform, including automatic de-identification of sensitive data wherever possible.
Privacy by Design
Privacy by Design
Protecting sensitive information is foundational. We embed privacy into every layer of our platform, including automatic de-identification of sensitive data wherever possible.
You're in Control
You're in Control
Your data belongs to you. We provide clear controls so you can manage what's stored, how it's used, and when it's removed — giving you full transparency and flexibility at all times.
You're in Control
You're in Control
Your data belongs to you. We provide clear controls so you can manage what's stored, how it's used, and when it's removed — giving you full transparency and flexibility at all times.
You're in Control
You're in Control
Your data belongs to you. We provide clear controls so you can manage what's stored, how it's used, and when it's removed — giving you full transparency and flexibility at all times.
Pricing
Pricing for Any Advice Practice
Flexible plans designed for financial advice teams — stay focused on clients, not admin.
Essentials
per user / month, ex GST
15 hours / month
Tailored AI file notes
Recap at a glance
Fact Find
Email summaries
On-track action items
Professional
per user / month, ex GST
40 hours / month
Up to 3 AI agents
Real-time task automation
Smart document processing
Email + live chat support
100 documents/month included
Most Popular
Premium
per user / month, ex GST
100 hours / month
Tailored AI file notes
Recap at a glance
Fact Find
Email summaries
On-track action items
Pricing
Pricing for Any Advice Practice
Flexible plans designed for financial advice teams — stay focused on clients, not admin.
Essentials
per user / month, ex GST
15 hours / month
Tailored AI file notes
Recap at a glance
Fact Find
Email summaries
On-track action items
Professional
per user / month, ex GST
40 hours / month
Up to 3 AI agents
Real-time task automation
Smart document processing
Email + live chat support
100 documents/month included
Most Popular
Premium
per user / month, ex GST
100 hours / month
Tailored AI file notes
Recap at a glance
Fact Find
Email summaries
On-track action items
Pricing
Pricing for Any Advice Practice
Flexible plans designed for financial advice teams — stay focused on clients, not admin.
Essentials
per user / month, ex GST
15 hours / month
Tailored AI file notes
Recap at a glance
Fact Find
Email summaries
On-track action items
Professional
per user / month, ex GST
40 hours / month
Up to 3 AI agents
Real-time task automation
Smart document processing
Email + live chat support
100 documents/month included
Most Popular
Premium
per user / month, ex GST
100 hours / month
Tailored AI file notes
Recap at a glance
Fact Find
Email summaries
On-track action items
Help & Support
Got questions? We've got answers.
Everything you need to know about how Advice Ally works, how we handle your data, and how to get started.
Does Advice Ally replace Xplan?
Over time, yes. Today most practices run Advice Ally alongside their existing system, connecting the calendar, documents and platform data so nothing has to be retyped. As the CRM matures, practices move the client record across rather than maintaining both. We will be straight with you about which stage suits your practice.
What happens to our existing client data?
Who is responsible for the advice?
Can our licensee review how advice is produced?
Will my data be used to train AI models?
Where is our data stored, and what happens to recordings?
What do I need to get started?
Help & Support
Got questions? We've got answers.
Everything you need to know about how Advice Ally works, how we handle your data, and how to get started.
Does Advice Ally replace Xplan?
Over time, yes. Today most practices run Advice Ally alongside their existing system, connecting the calendar, documents and platform data so nothing has to be retyped. As the CRM matures, practices move the client record across rather than maintaining both. We will be straight with you about which stage suits your practice.
What happens to our existing client data?
Who is responsible for the advice?
Can our licensee review how advice is produced?
Will my data be used to train AI models?
Where is our data stored, and what happens to recordings?
What do I need to get started?
Help & Support
Got questions? We've got answers.
Everything you need to know about how Advice Ally works, how we handle your data, and how to get started.
Does Advice Ally replace Xplan?
Over time, yes. Today most practices run Advice Ally alongside their existing system, connecting the calendar, documents and platform data so nothing has to be retyped. As the CRM matures, practices move the client record across rather than maintaining both. We will be straight with you about which stage suits your practice.
What happens to our existing client data?
Who is responsible for the advice?
Can our licensee review how advice is produced?
Will my data be used to train AI models?
Where is our data stored, and what happens to recordings?
What do I need to get started?
See it on your own client file.
Book a demo and we will run one of your meetings through Advice Ally end to end, from the conversation to the paraplanning request.
See it on your own client file.
Book a demo and we will run one of your meetings through Advice Ally end to end, from the conversation to the paraplanning request.
See it on your own client file.
Book a demo and we will run one of your meetings through Advice Ally end to end, from the conversation to the paraplanning request.