Paraplanr is the AI co-adviser for Australian practices. We join your client calls, run the paraplanning, draft your advice documents, capture digital signatures, and give your clients their own secure portal — all in one tool.
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Three workflows, automated end-to-end. Built for ASIC RG 175 standards and Australian advisers.
Record live, upload audio, or paste a Zoom/Meet/Teams transcript. Paraplanr AI transcribes in Australian English, drafts a structured file note, and pulls action items into tasks automatically.
Upload your template or use ours. Paraplanr pulls from the fact find, the meeting transcripts, and the risk profile to draft every section. Built-in AI compliance scanner checks against ASIC RG 90 and RG 175. Hours, not days.
One private link per client. They complete their fact find, fill out the risk profile, upload documents, and view advice — all on a clean mobile-friendly portal branded to your firm.
Record live in the browser, upload audio from any device, or paste a Zoom / Meet / Teams transcript. Paraplanr AI transcribes in Australian English and structures the note automatically.
Send your client a secure portal link. They complete the fact find and risk profile on any device. The data flows straight into their file. After every meeting, Paraplanr extracts what was discussed and updates the file too.
Click + New SOA, choose the type, upload your template. Paraplanr pulls from every source and drafts every section. Edit inline, like Google Docs. Built-in AI compliance scanner checks against ASIC RG 90 and RG 175.
Based on your goal of retiring at 62 with $95,000pa, we recommend consolidating your Australian Super and Hostplus accounts to reduce fees and simplify…
One click sends a secure link to your clients. They review on phone or laptop, sign the Authority to Proceed, and you get the signed document back the moment they finish.
Australian English transcription. ASIC RG 175 alignment. Sydney-region hosting. Privacy Act compliant by design — not a US tool retrofitted.
Paraplanr doesn't wait to be asked. After every meeting it drafts your file note, surfaces what's outstanding for each client, and queues your follow-ups. The work is already done.
Invite your paraplanner, your team, your office. Everyone works in the same workspace with shared clients, shared templates, and shared meeting notes. Add seats as you grow.
Honest comparison with the other AI tools advisers are looking at.
| Paraplanr | Other Tools | Traditional Paraplanner | |
|---|---|---|---|
| Client-Fillable Fact Find | ✓ | ✓ | ✗ |
| Client-Fillable Risk Profile | ✓ | Some | ✗ |
| Unified Client Portal | ✓ | Some | ✗ |
| AI Compliance Scanner (ASIC RG 90 & 175) | ✓ | ✗ | ✗ |
| AI-Drafted SOAs From Fact Find | ✓ | Limited | ✗ |
| Live Meeting Transcription | ✓ | ✗ | ✗ |
| Audio Upload + Transcription | ✓ | ✗ | ✗ |
| Auto-Tasks From Meeting Action Items | ✓ | ✗ | Manual |
| Per-Client AI Chat | ✓ | ✗ | ✗ |
| Workspace-Wide AI Chat | ✓ | ✗ | ✗ |
| Drag-and-Drop PDF Form Prefill | ✓ | Some | ✗ |
| Custom SOA Templates | ✓ | Limited | ✓ |
| Calendar Booking Page | ✓ | ✗ | ✗ |
| Team Workspace & Seat Sharing | ✓ | ✓ | ✓ |
| Australian-Built & Sydney-Hosted | ✓ | Some | ✓ |
| Privacy Act + ASIC RG 175 Aligned | ✓ | Some | ✓ |
| Starting Price | $129 AUD/mo | $200+ AUD/mo | $1,500-3,000 per SOA |
One plan. Everything included. Add teammates as you grow. Start with a 3-day trial — cancel anytime.
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All prices AUD, excluding GST. Larger firm? Email us about volume pricing.
Start your free trial. Cancel anytime. Up and running in five minutes.