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SPECIFICTION
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One Adviser

oneadvisor.com.au

From A$29/mo Free trial Web
Visit oneadvisor.com.au
Spec score 7.4 #24 of 31 in Financial Advisor Software

Spec sheet

Purpose
One Adviser describes itself as practice management software for Australian financial advisers, financial planning firms and AFSL licensees.Read 3 Oct 2026 · oneadvisor.com.au
Compliance
The compliance module includes Best Interest Duty checklists, FASEA declarations, CPD tracking, a breach register and complaints handling.Read 3 Oct 2026 · oneadvisor.com.au
Support
The page lists email support with a 48-hour SLA for Essentials setup, and priority support plus a dedicated success manager with Enterprise.Read 3 Oct 2026 · oneadvisor.com.au
Advice production
Its SOA and ROA builder supports AI-assisted drafting, version history and approval workflows.Read 3 Oct 2026 · oneadvisor.com.au
AI tools
The AI engine can draft SOAs, run compliance checks, generate meeting summaries and transcribe client meetings.Read 3 Oct 2026 · oneadvisor.com.au
Client portal
The white-labelled client portal offers 2FA, secure messaging, document sharing and appointment booking.Read 3 Oct 2026 · oneadvisor.com.au
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.Read 3 Oct 2026 · oneadvisor.com.au
Migration timing
The site says full migrations typically take 2–4 weeks, while self-serve CSV import can be completed the same day.Read 3 Oct 2026 · oneadvisor.com.au
Seat limits
Client portal users are free, each practice receives two free observer seats, and AI usage is pooled across the team.Read 3 Oct 2026 · oneadvisor.com.au
Security and hosting
The site describes the platform as secure and says data is Australian-hosted.Read 3 Oct 2026 · oneadvisor.com.au

Plans and prices

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

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