Financial planning practices

Help clients connect today’s choices with their future plans.

A financial plan brings several decisions into the same conversation. Keep the household position, goals, meeting context and scenarios together as you explore what matters most. Use recorded information and your reasoning to support document preparation, then carry the agreed actions into the client workflow with clear responsibilities for the next step.

Enquire about the next intake Explore the workflow

Lake Pukaki and the Southern Alps, New Zealand — Financial planning practicesSpecialist advice. Connected context.

Your working day

The detail of your discipline.
Without the disconnected work.

Explore the connections across the household

Use cash flow, savings, debt and retirement scenarios to discuss competing priorities and possible choices. Check the inputs, timing and assumptions and explain that outcomes are uncertain. AI extraction helps organise information from the conversation, while you assess how the options fit the client and record the rationale for the plan.

Give the plan a practical next step

Keep agreed actions, documents and future conversations with the client record, supported by tasks and communication workflows. The FAP workspace helps organise responsibilities and review work. Define the advice scope and clarify any work for the client’s accountant or lawyer, so everyone understands what they need to take forward.

What runs underneath

The platform behind the practice.

CRM & client management

Keep client details, conversations, advice, documents and next steps together, with insurance quoting where enabled.

AI workforce

Bring Aria and specialist agents into meeting preparation, information retrieval and administrative workflows, with defined permissions and approvals.

Advice & planning with AI

Bring household information, modelling and advice drafting into the client conversation, with assumptions and adviser judgement in view.

Meetings & intelligence

Bring video meetings, transcripts, summaries and proposed next steps into the client workflow, ready for your review.

Documents & signing

Prepare advice drafts from recorded context, refine them in the Smart Editor and manage signing alongside the client engagement.

Research & compliance

Find source documents, review advice files and organise FAP oversight work with clear responsibilities and evidence to inspect.

Marketing & client communications

Design emails with AI, test subject lines, schedule campaigns and review reporting. Configure personalised SMS campaigns from your connected phone.

Commission & business operations

Import supported commission CSV statements, review policy matches and exceptions, and prepare adviser payout breakdowns.

Working across more than one discipline?

Explore other practices

The next conversation

Your practice.
With more room for advice.

Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.

Enquire about the next intake How the move works

The detail of your discipline.Without the disconnected work.