One Adviser pricing
8 plans read from oneadvisor.com.au
Client Service / Admin seatA$29 a month $29/seat/mo20 AI queries/mo · no advice authoring or AI engine Read 3 Oct 2026 · oneadvisor.com.au
Paraplanner seatA$79 a month $79/seat/mo150 AI queries · 60 min transcription · 10 product searches Read 3 Oct 2026 · oneadvisor.com.au
EssentialsA$99 a month $99/month platformNo setup fee · self-serve onboarding · CRM, basic SOA/ROA, compliance basics, calendar Read 3 Oct 2026 · oneadvisor.com.au
Compliance Manager seatA$129 a month $129/seat/mo200 AI queries · 60 min transcription · read-only on advice and CRM Read 3 Oct 2026 · oneadvisor.com.au
Adviser seatA$149 a month $149/seat/mo400 AI queries · 240 min transcription · 30 product searches Read 3 Oct 2026 · oneadvisor.com.au
Principal / Practice Admin seatA$179 a month $179/seat/mo500 AI queries · 360 min transcription · 50 product searches Read 3 Oct 2026 · oneadvisor.com.au
ProfessionalA$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
EnterpriseA$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
In short
- One Adviser lists no free plan.
- A free trial is offered.
- Paid plans published: 8, from A$29 a month.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| AdvisorEngine CRM | $5.75/mo | No | No |
| MoneyGuide | $10.42/mo | No | Yes |
| Conquest | — | Yes | Yes |
| Dynamic Planner | £0.67/mo | No | No |
| Redtail CRM | $3.25/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| Advisor360° CRM | — | No | No |
| eMoney Advisor | — | No | Yes |