Client Service / Admin seat
A$29 a month
20 AI queries/mo · no advice authoring or AI engine
Checked 3 Oct 2026
Plans and prices
One Adviser pricing
Paraplanner seat
A$79 a month
150 AI queries · 60 min transcription · 10 product searches
Checked 3 Oct 2026
Essentials
A$99 a month
No setup fee · self-serve onboarding · CRM, basic SOA/ROA, compliance basics, calendar
Checked 3 Oct 2026
Compliance Manager seat
A$129 a month
200 AI queries · 60 min transcription · read-only on advice and CRM
Checked 3 Oct 2026
Adviser seat
A$149 a month
400 AI queries · 240 min transcription · 30 product searches
Checked 3 Oct 2026
Principal / Practice Admin seat
A$179 a month
500 AI queries · 360 min transcription · 50 product searches
Checked 3 Oct 2026
Professional
A$199 a month
$1,500 one-time setup and migration · workflows, client portal, revenue tracking, advanced advice builder
Checked 3 Oct 2026
Enterprise
A$349 a month
$4,500 one-time setup and migration · HR, multi-practice management, white-label branding
Checked 3 Oct 2026