Every Financial Adviser Tools product we track
Financial adviser software covers advice production, cashflow modelling, client portals and investment research. It sits adjacent to broking and overlaps wherever a broker works alongside an adviser. Judged on Australian licensing fit and how much of a compliant advice document the tool genuinely produces.
The ranking
How we rank →The ranking
Nothing in Financial Adviser Tools has been ranked
A product is ordered on this page once it has been run in a real account against the published criteria, with a verdict signed and dated by the person who ran it. Nothing in this category has cleared that.
- The criteria are published in full and weighted before testing starts
- A verdict carries the tester’s name and the date it was run
- Every product we track in the category is listed on the comparison page