From client meetings to signed advice documents — Paraplanr automates the paperwork so you can focus on your clients.
Click through the demo below to see how Paraplanr works.
All the tools to run an efficient, compliant advice practice — powered by AI, built for Australian regulations.
Search across all client data instantly — fact finds, meetings, SOAs, documents. Get answers in seconds, not hours.
AI generates AFSL-compliant Statements of Advice and Records of Advice from your client data in minutes, not days.
Record client meetings directly in your browser. AI transcribes, extracts key data, and generates meeting notes automatically.
Send secure digital fact find forms to clients with PIN protection. Clients complete and sign from any device.
DocuSign-style digital signing. Send SOAs for client authorisation — they review, sign, and it's stored in their folder.
Generate secure upload links for clients to submit ID, tax returns, and documents. Files go straight to their folder.
Generate annual review letters from existing client data. AI drafts professional correspondence in your tone.
Full client folder system with documents, activity timeline, signed documents, meeting history, and AI search.
No integration needed. No onboarding call. Just sign up and start.
Add your client's details. Upload meeting recordings, notes, or send a digital fact find.
Paraplanr's AI creates an AFSL-compliant SOA or ROA in minutes using your client's data. Edit in the built-in Word-style editor.
Send the Authority to Proceed to your client. They review, sign digitally, and the signed document is stored automatically.
Built with bank-grade security from the ground up. Australian Privacy Act compliant.
All data is encrypted in transit and at rest using bank-grade encryption standards.
Hosted on enterprise-grade cloud platforms used by Fortune 500 companies. Secure by default.
Compliant with the Privacy Act 1988 and Australian Privacy Principles. Your data is never sold, shared, or used for advertising.
Every request is authenticated with secure tokens. Each adviser only sees their own clients — strict data isolation.
Your client data is processed to generate documents and then discarded. Never used to train AI models. Zero retention policy.
Client-facing forms (fact finds, risk profiles, file uploads) are protected with unique PIN codes and expiring secure links.
One plan. Everything included. No hidden fees.
AUD + GST · Cancel anytime · Stripe secure payments