fp one covers the whole advice process, from the first fact-find to the next review.
One record per household, entered once and read by every screen, document and the portal.
Consents, checks and approvals recorded as they happen, and kept.
Clients add their details, prepare for reviews and follow their plan in their own portal.
Today's position and the recommended one, projected year by year under Australian tax and super rules.
An automated advice engine: every recommendation is modelled, and the modelling wires straight into the advice.
Access to a database that keeps all platform, investment and insurance data up to date.
The AI paraplanner builds Statements and Records of Advice from the record, so an SoA comes together fast.
One intelligent flow from new client to review.
See the book at a glance and reconcile revenue month by month.
The verified FP database, swept for changes; a person approves each figure change.
Trusted security for the changing environment.
Your practice website and content, drafted by the council and approved by you.
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