One Adviser
One Adviser is web-based practice management software for Australian financial advisers, financial planning firms and AFSL licensees.
What One Adviser is
One Adviser is web-based practice management software for Australian financial advisers, financial planning firms and AFSL licensees. Its SOA and ROA builder supports AI-assisted drafting, version history and approval workflows. The AI engine can also run compliance checks, create meeting summaries and transcribe client meetings. Compliance tools include Best Interest Duty checklists, FASEA declarations, CPD tracking, a breach register and complaints handling. A white-labelled client portal offers 2FA, secure messaging, document sharing and appointment booking. One Adviser describes the platform as secure and says data is hosted in Australia. The maker says it can migrate client records, fact-finds, file notes and document history from Xplan, AdviserLogic, Midwinter, COIN or an existing CRM; full migrations typically take 2–4 weeks, while self-serve CSV imports can be completed the same day. A 14-day trial is available. Pricing includes seat-based options and platform plans, from the A$29 a month Client Service / Admin seat to the A$349 a month Enterprise platform plan.
Good
- AI tools draft advice and transcribe meetings
- Compliance module includes CPD tracking and complaints handling
- White-labelled portal supports secure messaging and document sharing
- Australian-hosted data
- CSV import can be completed the same day
Watch out
- No free plan
- Professional and Enterprise have one-time setup and migration fees
- Full migrations typically take 2–4 weeks
Who it suits
One Adviser is aimed at Australian financial advisers, planning firms and AFSL licensees needing advice production and compliance tools. It may also suit practices looking for a client portal and migration support from specified systems.
Verdict
One Adviser combines advice drafting, compliance workflows and client-facing portal features. Compare its seat and platform options with your practice needs, including setup costs and migration timing.
Plans and prices
From One Adviser's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Client Service / Admin seat | A$29 a month | 20 AI queries/mo · no advice authoring or AI engine · $29/seat/mo |
| Paraplanner seat | A$79 a month | 150 AI queries · 60 min transcription · 10 product searches · $79/seat/mo |
| Essentials | A$99 a month | No setup fee · self-serve onboarding · CRM, basic SOA/ROA, compliance basics, calendar · $99/month platform |
| Compliance Manager seat | A$129 a month | 200 AI queries · 60 min transcription · read-only on advice and CRM · $129/seat/mo |
| Adviser seat | A$149 a month | 400 AI queries · 240 min transcription · 30 product searches · $149/seat/mo |
| Principal / Practice Admin seat | A$179 a month | 500 AI queries · 360 min transcription · 50 product searches · $179/seat/mo |
| Professional | A$199 a month | $1,500 one-time setup and migration · workflows, client portal, revenue tracking, advanced advice builder · $199/month platform |
| Enterprise | A$349 a month | $4,500 one-time setup and migration · HR, multi-practice management, white-label branding · $349/month platform |
The facts
Each one read from One Adviser's own pages, with the date it was checked.
What it does
- Advice production
- Its SOA and ROA builder supports AI-assisted drafting, version history and approval workflows.checked 3 Oct 2026
- AI tools
- The AI engine can draft SOAs, run compliance checks, generate meeting summaries and transcribe client meetings.checked 3 Oct 2026
- Client portal
- The white-labelled client portal offers 2FA, secure messaging, document sharing and appointment booking.checked 3 Oct 2026
- Compliance
- The compliance module includes Best Interest Duty checklists, FASEA declarations, CPD tracking, a breach register and complaints handling.checked 3 Oct 2026
- Migration
- The maker says it can import client records, fact-finds, file notes and document history from Xplan, AdviserLogic, Midwinter, COIN or an existing CRM.checked 3 Oct 2026
- Migration timing
- The site says full migrations typically take 2–4 weeks, while self-serve CSV import can be completed the same day.checked 3 Oct 2026
- Purpose
- One Adviser describes itself as practice management software for Australian financial advisers, financial planning firms and AFSL licensees.checked 3 Oct 2026
- Seat limits
- Client portal users are free, each practice receives two free observer seats, and AI usage is pooled across the team.checked 3 Oct 2026
- Security and hosting
- The site describes the platform as secure and says data is Australian-hosted.checked 3 Oct 2026
- Support
- The page lists email support with a 48-hour SLA for Essentials setup, and priority support plus a dedicated success manager with Enterprise.checked 3 Oct 2026
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