AdviceDocs Technologies Pty Ltd

AdviceDocs develops AI-powered document generation software for Australian financial advice businesses. The company's platform helps advisers produce documents commonly used in the financial planning industry, including Statements of Advice (SoA), Records of Advice (RoA) and portfolio reports.

The AdviceDocs platform uses information from existing business documents, client records and other data sources to generate draft documents in a significantly shorter timeframe than traditional manual processes. The platform supports firms to retain their existing templates, branding and wording, while maintaining human review and approval before documents are provided to clients.

AdviceDocs works with financial advice practices to implement and configure the platform within existing business processes. The company provides support for system setup, user training and ongoing platform management, with a focus on secure handling of client information and Australian-based hosting.

The platform is designed to reduce administrative effort associated with document preparation, allowing advisers to spend more time on client engagement and advice delivery.