Compare · 89 products

Financial Adviser Tools for Australian brokers

Advice, modelling and research

Jump to the shortlistHow we test

The short answer

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 rules this Financial Adviser Tools ranking will follow

The fastest way to judge a review site is how it makes its money and who signs its verdicts. These are the rules we have published for ourselves, in advance and in public — no product in this category has been tested against them yet, so hold us to them.

Most review sites

  • Rank whoever pays the most

  • Review from the vendor’s demo

  • Verdicts with no author

  • Sell your details as leads

  • Hide who owns the site

  • Leave reviews years out of date

What we have committed to

  • Rank on published criteria, every time

  • A real account, for a working week

  • Every verdict signed and dated

  • Never sell your details

  • Rank our own product in public

  • Show the last tested date on the page

The published rules Finance OS research will follow when Financial Adviser Tools is tested

What each one will be scored on

How these are scored →

The same weighted sheet for every product in the category, published before any of it is filled in. Every cell below reads “score not published”, because none of them is.

Financial Adviser Tools scored criterion by criterion
CriterionDocuSignAdviser RatingsAdviserLogic modelling
Aggregator integrationScore not publishedScore not publishedScore not published
Compliance fit (NCCP & BID)Score not publishedScore not publishedScore not published
Lead capture & responseScore not publishedScore not publishedScore not published
Pipeline & workflowScore not publishedScore not publishedScore not published
Automation depthScore not publishedScore not publishedScore not published
Australian supportScore not publishedScore not publishedScore not published
Value for moneyScore not publishedScore not publishedScore not published

The tests will be filmed

Each test is filmed inside the real account — the workflows, the failure paths and the parts the demo never shows. None has been run in this category, so these slots are empty; they fill in as each product is tested.

Watch

DocuSign walkthrough

Not yet filmed

Watch

Adviser Ratings walkthrough

Not yet filmed

Watch

AdviserLogic modelling walkthrough

Not yet filmed

Three of them in detail

DocuSign

Adviser Ratings

AdviserLogic modelling

Screens will come from the real accounts

Captured inside the tested accounts, never from a vendor press kit — which is why there are none here yet.

How we capture them

Screens come out of the account, not the press kit

Every screenshot is taken inside the account the product was run in, at the point in the workflow being scored. Nothing is staged, nothing is a vendor render, and nothing is a mock-up.

  • Captured in the live account, mid-workflow
  • Dated with the test it came from, and re-shot when the product changes
  • Never a vendor render, never a mock-up
How a category gets tested

Editor’s verdict

The verdict names one product, says who it is for and who it is not for, and shows the criteria that decided it. It is written after the testing, signed by the person who did it, and dated — so you can judge how current it is and hold someone to it.

Signed and dated by the reviewer who ran the tests

Reviewer

Named and pictured once this category has been through testing.

Every Financial Adviser Tools tool we track

89 products

The full catalogue for this category, including everything still in the review queue. Listing a product is not a recommendation — only the reviewed ones have been through a real account and a week of testing.

  • DocuSign
  • Adviser Ratings
  • AdviserLogic modelling
  • AstuteWheel
  • AstuteWheel modelling
  • BT Panorama
  • Chant West
  • Commpay
  • Fin365
  • FinaMetrica
  • Fourth Line
  • FuseSign
  • Google Business Profile / Google Reviews
  • HUB24
  • InvestmentLink
  • Iress Xplan
  • Kaplan Professional
  • Lonsec / iRate
  • Lumiant
  • Macquarie Wrap
  • Marloo client workspace
  • Microsoft Excel adviser models
  • Midwinter AdviceOS
  • Midwinter AdviceOS modelling
  • Midwinter client portal
  • Moneysoft
  • Moneysoft cashflow
  • Morningstar Adviser Research Centre
  • Morningstar AdviserLogic
  • Netwealth
  • Plutosoft
  • Plutosoft client portal
  • Plutosoft modelling
  • Praemium
  • Revex
  • Worksorted
  • Worksorted revenue management
  • Xplan Client Portal
  • Xplan investment research
  • Xplan modelling / Xtools
  • Xplan Prime
  • Zenith Mosaic
  • Advice Intelligence
  • Advice Revolution
  • AdvisorForms
  • AMP North
  • Asendium
  • AskNicely
  • AstuteWheel Manage
  • Birdeye
  • Capital Preferences
  • Class portfolio tools
  • Colonial First State FirstChoice platform tools
  • Complii
  • Dash
  • Fin365 client portal
  • Fin365 modelling
  • Financial Education Professionals
  • Flynance
  • Lumiant advice engagement/modelling
  • Mason Stevens
  • Mentor Education
  • Microsoft Forms
  • Midwinter Digital / scaled advice
  • Morningstar Direct
  • Omnium
  • Oxford Risk
  • Padua
  • Plutosoft scaled advice
  • Podium
  • Practifi
  • Praemium Portfolio Administration
  • ProductRex
  • Risk Research
  • Salesforce Financial Services Cloud
  • Sharesight
  • SurveyMonkey
  • Typeform
  • Voyant Adviser
  • Xeppo
  • Bloomberg Terminal
  • Dynamic Planner
  • FactSet
  • LSEG Workspace
  • Microsoft Dynamics 365 for advisers
  • OneVue
  • Oppex
  • Riskalyze / Nitrogen
  • Trustpilot

Also in Compare