CRM, client onboarding, workflow, documents, service fee tracking, and private AI support for Australian financial planning practices.
Built for simplicity, with an intuitive interface, straightforward navigation, and user-friendly features that need minimal training.
Build documents from reusable advice content that can pull client data, supporting consistency and reducing manual entry.
Support client communication and diary workflows so practice teams can keep important activity organised.
A responsive cloud-based experience designed to support everyday practice workflows.
Ausplan protects data with encryption in transit and at rest, regular patching, and monitoring for potential security issues.
Track client service fees and support fee disclosure workflows with clearer practice-level records.
Manage practice tasks and projects with structured workflow tracking for advice and administration teams.
Ausplan is built for Australian advice practices, with hosting designed around Australian operations.
Private AI support
Ausplan can help turn advice meetings into structured notes for review, reducing manual administration while keeping adviser oversight in the workflow.
Supports faster preparation of meeting records.
Helps convert meeting information into organised notes.
Keeps notes available inside the client workflow.
Client onboarding
Support client onboarding by collecting contact details, family information, health details, and financial information through a structured digital workflow.
Structured onboarding to reduce duplicated paperwork.
Client information captured in a consistent format.
Document workflows
Ausplan supports client discovery by gathering information on income, expenses, assets, liabilities, insurance, and investments.
That information can then support advice document workflows, including Statement of Advice preparation, subject to your practice review and compliance process.
Customisable advice document workflows for generating Statements of Advice (SOAs).
Structured processes to reduce repeated manual data entry.
Built-in tools to map client goals with tailored financial strategies.
Start with ease!
Ausplan is designed to support the day-to-day tools advice practices use to manage clients, documents, tasks, and communication.
Keep client information and office workflows in one organised workspace.
Reduce duplicate data entry across advice and administration processes.
Support document, diary, task, and fee management from a single platform.
Use structured workflows to keep client records easier to review.
Work with a platform focused on Australian financial planning practices.
