What makes Ausplan different from other financial planning CRMs?

Ausplan is built for Australian financial advisers and advice practices.

It brings client management, office workflows, document workflows, tasks, diary, and fee tracking into one platform.

The focus is practical: reduce duplicated admin and make day-to-day work easier to manage.

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

Yes.

Ausplan offers flexible project and task management, along with configurable fields and advice document workflows.

This means you can tailor the system to match your practice workflow.

Does Ausplan include a calendar or scheduling feature for meetings?

Ausplan includes calendar and scheduling features designed to support meeting workflows and keep practice activity organised.

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

Moving systems can take planning.

Ausplan can discuss migration needs with your practice and help you understand the work involved before you move.

How secure is client data stored in Ausplan?

Ausplan uses encryption in transit and at rest to help protect data while it is being sent to Ausplan and while it is stored.

Access controls are designed so authorised practice users can work with the information they need.

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

Ausplan can work from your preferred advice document format and help configure document workflows around your practice needs.

The goal is to reduce manual preparation while keeping responsibility for advice content and compliance with your practice.

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

Yes.

Ausplan is designed to support solo advisers and advice teams that need shared client, document, task, and office workflows.

Can I track revenue and fees within the platform?

Ausplan supports revenue and fee tracking through a Service Fees Sheet that helps practices review individual client fees and related records.

Service fee data can also support document workflows, including service fee reports for clients.

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

Ausplan is designed to be straightforward to learn.

For training and support options, contact Ausplan through the contact form so the team can confirm what is currently available.