What makes Ausplan different from other financial planning CRMs?

Ausplan is proudly 100% Australian-owned and hosted in Australian data centers, designed specifically for Australian financial advisors—not as an afterthought.

Built on modern technology, Ausplan aims to be a complete solution, replacing the need for multiple tools. Ausplan brings long-overdue changes to streamline your work.

Plus, it’s refreshingly easy to use—no tech headaches, just results.

 Can I customise the system to fit my specific office workflow?

Yes Absolutely.

Ausplan offers a flexible project and task management solution, along with the ability to add custom fields and templates.

This means you can tailor the system to match your unique workflow, so you can work the way you want.

Does Ausplan include a calendar or scheduling feature for meetings?

Yes, Ausplan includes a built-in calendar and scheduling feature, fully integrated with Office 365. This means your meetings can sync seamlessly, keeping your schedule organized and up to date without any extra effort.

But I’m currently on system X, how can I move to Ausplan?

Isn’t it a pain switching systems? We get it.

That’s why Ausplan has data migration specialists ready to do the heavy lifting for you, with pricing that’s fair and designed to reflect how much we value you as a future customer.

How secure is client data stored in Ausplan?

Ausplan uses full end-to-end encryption and encrypts data at rest, meaning your data is locked up tight whether it's being sent to Ausplan or stored waiting for use.

Simply put, only you and your staff can access the data. This ensures your client information stays private, secure, and out of reach from unauthorised eyes.

How does Ausplan help with creating and managing Statements of Advice (SOAs)

We ask you to provide use with a word template that they are happy with. Then we work with you to build customised template tailored to your needs—ensuring it includes the right information and reflects your unique tone of voice.

Then we add in automation to do the heavy lifting, you’ll save time while delivering professional, compliant, and client-focused advice every time.

Is Ausplan suitable for solo financial planners as well as larger teams?

Yes Absolutely.

Ausplan is designed to scale with your needs—whether you’re a solo financial planner looking for simplicity or part of a larger team needing robust collaboration tools.

It’s flexible, efficient, and works seamlessly for businesses of any size.

Can I track revenue and fees within the platform?

Yes, Ausplan simplifies revenue and fee tracking by transforming data from any platform into a unified Service Fees Sheet. This sheet tracks individual client fees and provides detailed reporting at your fingertips.

Plus, service fee data integrates seamlessly with the Ausplan document builder, enabling you to quickly create professional service fee reports for your clients with ease.

What kind of training or support is available for new users?

Ausplan is designed to be so simple that most users don’t need training.

However, we’re preparing a video-on-demand training package that will be available to all users free of charge in June 2025. And if you ever run into difficulties, our team is just a phone call away—ready to help when you need it.