One platform replaces the stack.
Many practices run a CRM, a modelling tool, a fact-find, a portal, a research tool and, increasingly, an AI note-taker, then pay people to move data between them. fp one does the work natively, on one record.
Many products. One solution.
fp one can do the work of these products on one client record.
- Xplan
- AdviserLogic
- Midwinter
- Plutosoft
- intelliflo office
- Worksorted
- iFactFind
- Voyant AdviserGo
- Paradino
- Marloo
- Claras
- Filenote AI
Product names are trade marks of their owners, listed from public information in November 2026 for comparison only; no affiliation is implied, and features and fit vary by practice.
¹ Netwealth, AdviceTech 2025 executive overview (21 technologies per firm). ² Netwealth 2025 AdviceTech Buyer's Guide (36% of firms use database and system integration technology). ³ Investment Trends, 2025 Adviser Technology Needs Report (1,505 advisers, May–Jun 2025).
What sets fp one apart.
Built into the one platform, on the same client record.
Digital, interactive SoA
The Statement of Advice reaches the client's portal as an interactive, tabbed document, with the full version a click away.
A paraplanner wired into the modelling
The AI paraplanner writes the reasoning; every figure is printed straight from fp one's own projection engine. It never types a number.
A client portal with secure chat
One portal for your clients on phone, tablet and desktop: overview, health check, modelling, advice documents, encrypted uploads and secure chat with your team.
Dynamic practice insights
Funds under advice by platform, revenue by month, insurer and service package, and revenue and hours per client, all by financial year.
Comprehensive modelling
One engine models the whole household year by year, today against the recommendation: tax, super and pensions, the Age Pension, property and debt, insurance costs, and trusts, companies and SMSFs, with a market stress test and Monte Carlo simulation.
fp one council, built in
Platform, investment and insurance data kept current. Each figure change is checked against the issuer's document and approved by you, then every screen updates.
Implemented advice updates the file
Approve the implementation and the client file follows, so the next review starts from what was actually done.
An AI note-taker built in
Like Claras or Filenote AI, but part of the platform: upload a Zoom or Teams recording or any meeting audio, and the drafted file note lands on the client record for you to approve.
Present mode
Full-screen charts for client meetings, so the modelling is shown, not just described.
Records of Advice from client chat
Advice given in a secure client chat can be recorded as a Record of Advice, straight from the conversation.
Tell us what you run today.
Join the waiting list and tick the software your practice uses. We'll show you what fp one replaces for you.