Generate finished Statement ofAdvice documents in seconds.
AI-Powered Document Generation
All through our simple Chrome extension
Produce any kind of
Advice Document
Create a template yourself, or get us to.
Use AdviceDocs in two ways
Xplan
AdviserLogic
MidWinter
Product Rex
Ominium
Plutosoft
Fin365Create, Configure & Generate with ease
The power is in your hands.
Upload
5-minutesUpload a template, use one of the existing templates provided, or build your own templates (its easy).
Configure
30-minutes (Once)Go through each field description and detail what you want the AI to write/say/do and where to get the information from.
Generate
2-minutesUpload your research and context, then generate a document!
Everything you need to know
What is AdviceDocs?
AdviceDocs is an AI-powered platform that helps financial advisers produce finished advice documents — such as Statements of Advice — in a fraction of the usual time. You upload your templates and client information, and AdviceDocs drafts the document for you to review and finalise.
Who is AdviceDocs built for?
AdviceDocs is designed for financial advisers and advisory teams who want to spend less time on document production and more time with clients. It suits both solo practitioners and larger advice businesses.
How accurate is the AI, and do I still need to review the output?
AdviceDocs is built to draft documents from the source material you provide, with the adviser firmly in control. Every generated document is intended to be reviewed and approved by a qualified adviser before being issued to a client — the AI accelerates the work, it does not replace your professional judgement.
What kinds of advice documents can I generate?
AdviceDocs supports the document types financial advisers produce day-to-day, including Statements of Advice and related client deliverables. The system is template-driven, so it can adapt to most document formats your practice already uses.
Can I use my own templates?
Yes. You can bring your own templates and configure how each field should be populated, including the source material the AI should draw from and the tone of voice to use. Once configured, the same template can be reused across every client.
Does AdviceDocs work with my existing adviser software?
AdviceDocs is designed to fit alongside the tools advisers already use, including a Chrome extension that lets you work in the browser without switching contexts. Reach out if you would like to confirm compatibility with a specific platform in your stack.
How is my clients’ data kept secure?
Client information is treated as confidential and is stored securely. Access is restricted to your own team, and we apply industry-standard safeguards in line with the privacy expectations of a regulated advice business.
Is my data used to train AI models?
No. The information you upload is used to generate your documents and is not used to train third-party AI models. Your client data stays your client data.
Get in touch with us
We're here to help! Whether you have a question about our services, need assistance with your account, or want to provide feedback, our team is ready to assist you.