PracticeOS gives financial planning practices an automated back office — Virtual Paraplanner, Compliance Hub, Practice Finance, and Practice Operations in one platform.
Manual SOA drafting costs advisers hours per client, time that doesn't scale.
AFSL obligations, Best Interests Duty, and RG175 requirements demand precision on every document.
Compliance, client reviews, and financial reporting live in separate tools, nothing talks to each other.
Each module is purpose-built for Australian financial planning practices, and they're designed to work together.
Enter client data once. Generate all mandatory SOA sections, including Executive Summary, Fact Find, Risk Profile, Strategy Comparison, Recommendations, and Compliance Notes, compliantly drafted and ready for adviser review.
Monitor AFSL obligations across your entire client base. Track FDS dates, fee consent, Best Interests Duty status, and review schedules in one place.
Understand your practice's financial health. Cash flow modelling, revenue per client, margin analysis, and pricing benchmarks tailored to advice practices.
Keep client review cycles on track and your team's capacity visible. Track workflow status across your book and surface bottlenecks before they become problems.
Paste raw meeting notes, upload a fact-find PDF, or fill in fields manually. PracticeOS extracts and structures the data automatically.
One click drafts all mandatory SOA sections simultaneously, with Australian regulatory standards built in and ready for adviser review.
Run an automated compliance check against AFSL obligations and Best Interests Duty. Edit any section, save versions, then export to Word or PDF.
Straightforward pricing for practices of all sizes — no setup fees, no lock-in contracts.
Virtual Paraplanner access. Ideal for sole operator advisers.
All four modules. Built for growing advice practices.
All four modules plus a founding partner relationship.
Book a discovery call and we'll show you exactly how PracticeOS works for your practice.
No lock-in contracts. Onboarding included with every plan.