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.
Every feature included on every plan — no gating, no upsells.
AI-drafted Statements of Advice aligned with RG 175 and AFSL standards. Insurance-only or Full Comprehensive. Cuts drafting time by 80%.
Record your client meeting in the browser. AI transcribes and turns it into a full SOA — no app required.
Every client gets a folder — meetings, SOAs, fact finds, and documents all in one place.
Create, send and collect signed fact finds from clients on any device. Digital signatures included.
Collect legally binding digital signatures on any document without third-party apps or extra fees.
Paraplanr Pro — full access, every tool, every adviser.
A transparent, feature-by-feature comparison.
| Feature | Paraplanr | Marloo |
|---|---|---|
| Core product | ||
| Full AFSL-compliant SOA generator | ✓ RG 175, s961B, FASEA | ✗ Not available |
| Meeting recorder (in-browser) | ✓ Record directly in browser | ✓ In-browser + mobile app |
| Client folder system | ✓ Full portal per client | ✗ Not available |
| Digital fact finds with e-signatures | ✓ Send, sign, auto-load | ✗ Not available |
| DocuSign-style document signing | ✓ Built-in, no third party | ✗ Not available |
| Compliance | ||
| Compliance checker (RG 175 / BID) | ✓ AI scans every section | ✗ Not available |
| Custom branding | ✓ Logo + colours | ✗ Not available |
| Pricing | ||
| Price per adviser | ✓ $129/month — all features | ✗ $299/user/month |
| Free trial | ✓ 3-day free trial | ~ 10 meetings free |
Bank-grade security. Australian data residency. Never used to train AI.
At rest and in transit. Same standard used by Australia's leading banks.
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.
"Paraplanr cut our SOA turnaround from 3 days to 30 minutes. The compliance language is spot-on for our AFSL."
"The insurance needs analysis templates are genuinely the best I've seen. The compliance checker alone saves me hours every SOA."
"Finally an AI tool built for Australian planners. We switched from another 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