Record your client meeting, upload notes, or paste a voice transcript — Paraplanr transcribes, extracts all client data, and generates a complete AFSL-compliant SOA in minutes. Built for Australian Financial Advisers who want to spend less time on paperwork and more time with clients.
Every feature included on every plan — no gating, no upsells. Built specifically for Australian Financial Advisers.
AI-drafted Statements of Advice aligned with RG 175 and AFSL standards. Insurance-only (Succession Matters template) or Full Comprehensive (IAS template). Cuts drafting time by 80%.
Record your client meeting directly in the browser. Audio is transcribed using Whisper AI then turned into a full SOA — no app or bot required.
Send clients a branded 7-step fact find via email or WhatsApp. They complete it on any device — data loads straight into a new SOA.
AI scans every section of your SOA and flags potential breaches of RG 175, s961B Best Interests Duty, and FASEA Code of Ethics before you sign off.
Every client gets their own folder — details, fact find, SOAs, documents, and digital signatures. Each adviser only sees their own clients.
Paste meeting notes, emails, or a transcript — or drop in a DOCX or TXT. AI extracts all client data and builds the full SOA automatically.
Records of Advice and Annual Review Letters generated in seconds from existing client data. Add to your SOA or download standalone.
Direct Xplan integration is coming soon. Export your client data as a structured CSV in the meantime — all fields, recommendations and fees ready to copy across.
Brand every SOA with your logo and colours. Upload your own SOA template — AI matches your structure and writing style exactly.
Paraplanr Pro — full access for every adviser on your team.
A transparent, feature-by-feature look at what Paraplanr does — and what sets it apart from other AI tools in the Australian advice market.
| Feature | Paraplanr | Marloo |
|---|---|---|
| Core product | ||
| Full AFSL-compliant SOA generator | ✓ Yes — RG 175, s961B, FASEA | ✗ Not available |
| Insurance-specific SOA (Succession Matters template) | ✓ 20 sections, fully structured | ✗ Not available |
| Meeting notes → SOA (upload text/file) | ✓ Paste, drop, or upload any file | ✓ Record in browser + upload any file |
| Meeting recorder (in-browser) | ✓ Record directly in browser — no bot or app | ✓ In-browser + mobile app (iOS & Android) |
| Documents | ||
| ROA (Record of Advice) | ✓ Generate + add to SOA | ~ Limited or not available |
| Annual Review Letter | ✓ From existing client data | ~ Template-based |
| Compliance checker (RG 175 / BID) | ✓ AI scans every section | ✗ Not available |
| Custom SOA templates / adviser tone | ✓ Upload your own template | ~ Varies by tool |
| Use your own existing SOA template | ✓ Upload any DOCX/TXT — AI matches your structure & style | ✗ Not available |
| Client tools | ||
| Client portal (online fact find) | ✓ Branded 7-step form, email send | ✗ Not available |
| Portal inbox (load submissions into SOA) | ✓ One-click load → auto-generate | ✗ Not available |
| Fact find generator | ✓ AI-generated questionnaire | ~ Limited or not available |
| Practice tools | ||
| Xplan integration | ~ CSV export (direct integration coming soon) | ✗ Not available |
| Custom branding (logo + brand colours) | ✓ Practice branding on every SOA | ✗ Not available |
| A4 PDF download | ✓ Formatted, print-ready PDF | ~ Basic export |
| Version history (snapshots) | ✓ Restore any previous draft | ✗ Not available |
| Multi-adviser accounts | ✓ Practice Group plan | ✓ Per-user pricing |
| Native mobile app | ~ Install as PWA from any browser | ✓ iOS & Android (App Store & Google Play) |
| Pricing — this is where it gets interesting | ||
| Price per adviser | ✓ $129/adviser/month — everything included | ✗ $299/user/month (Pro plan) |
| 5-adviser firm / month | ✓ $645/month flat | ✗ $1,495/month ($299 × 5) |
| Full SOA generator included | ✓ Yes — at every price point | ✗ Not available on any plan |
| Free trial | ✓ 3-day free trial, card not charged | ~ 10 meetings free, then paid |
Bank-grade security from day one. Your clients' data is encrypted, stored only in Australia, and never used to train AI models.
Same standard used by Australia's leading banks — at rest and in transit.
Stored exclusively on AWS Sydney servers. Your data never leaves Australia.
Client data is never used to train AI models. Not ours. Not anyone's. Ever.
Granular permissions per team member with full audit trails.
Fully compliant with Australian Privacy Act and all 13 APPs.
Every connection encrypted end-to-end. No exceptions, no shortcuts.
"Paraplanr cut our SOA turnaround from 3 days to 30 minutes. The compliance language is spot-on for our AFSL. The client portal alone saves us hours every week."
"The insurance needs analysis templates are genuinely the best I've seen. The compliance checker alone saves me hours every single SOA."
"Finally an AI tool built for Australian planners, not adapted from US software. We switched from another AI advice tool — Paraplanr does more and costs less per adviser."
Join Australian Financial Advisers saving hours every week. $129/adviser/month. Everything included.
$129/adviser/month · 3-day free trial · No contract · Cancel anytime