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Generate advice documents in seconds

AI document generation for Australian financial advisers — Statements of Advice in seconds

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Produce any
kind of Advice Document

Statement of AdviceRecord of AdviceAnnual ReviewLetter of AdviceFact FindNeeds Analysis

Use AdviceDocs in two ways

For advisors, generate any document in seconds

AdviceDocs creates Statements of Advice, Records of Advice, and Portfolio Reports in seconds — no more outsourced paraplanning.

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“A discounted cash flow model values a company by projecting future free cash flows and discounting them to present value using the weighted average cost of capital.”

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Ask about your screen or conversation, or⌘↵for Assist

For licensees, easy editing, easy auditing

Licensees can easily manage and edit their templates — no more expensive template coding. Audit your CARs' advice documents and supporting research in a CRM-free environment, while AdviceDocs flags any non-compliant templates and reports them directly to you.

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Cluely is an AI meeting assistant that listens in real time, understands what’s being said, and gives you instant answers, notes, and next steps, all while staying completely undetectable on your screen.

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Ask about your screen or conversation, or⌘↵for Assist
Compatible with every tool
XplanXplan
AdviserLogicAdviserLogic
MidWinterMidWinter
Product RexProduct Rex
OminiumOminium
PlutosoftPlutosoft
Fin365Fin365
Real-time meeting transcript

Compliant and typo-less

99%
Consistent

AdviceDocs gives you the same response every time, unlike other providers.

300ms
Auditable

Licensees and users have complete visibility of where the

AI sourced its information.

30+
Time Saved

Minimum of 30+ hours of paraplanning time saved per week

Create, Configure & Generate with ease

The power is in your hands.

Upload

5-minutes
Meeting participants (4)
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Gina Huels (You)
ginahue65@cluely.com
Owner
Todd Cremin
todd.cremin@cluely.com
Speaker
Holly Gleason
holly_gleaso1972@cluely.com
Speaker
Tomas Hansen
tomas_hansen@cluely.com
Speaker
CCluely

Upload a template, use one of the existing templates provided, or build your own templates (its easy).

Configure

30-minutes (Once)
Invisible to othersVisible to you
AI Response

Add a check for missing userId before calling the API. Also handle data.name safely to avoid undefined.

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-minutes
AI Response
command↑↑↑↑

Upload your research and context, then generate a document!

Your data is safe

Secure with bank-grade protection

AdviceDocs complies with Australian privacy regulations, including the Australian Privacy Act 1988.

Your data never leaves Australia

We don't use overseas servers. All data is processed and stored exclusively on secure servers located in Sydney.

Your data is never sent to external AI servers

AI processing happens entirely within our own infrastructure — client information is never shared with third-party AI providers.

SECURITY & PRIVACY

Encrypted in transit and at rest. Your research goes in, a finished advice document comes out — never used to train models, never shared.

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Everything you need to know

Is my data secure?

Yes. All data is stored exclusively in Sydney, Australia, via Amazon Web Services data centres. Our AI operates within our own database environment, which means your data is never transmitted to overseas AI providers such as OpenAI or Anthropic.

I am a paraplanner — will this replace me?

Not at all. AdviceDocs replaces only the document generation and formatting stage of the advice cycle — historically one of the most time-consuming aspects of a paraplanner’s role. The research, strategy development, and product expertise that paraplanners bring remain in high demand and are essential for AdviceDocs to function effectively.

I am an external paraplanner — can I log in to multiple businesses?

Yes. As an external paraplanner, you may log in to multiple business organisations, subject to each organisation’s approval.

I am a licensee — can I grant my CARs access while I retain control of the templates?

Yes, and this is one of AdviceDocs’ core features. Your Corporate Authorised Representatives (CARs) can log in to your organisation, which makes auditing their advice documents straightforward.

Can I customise my templates?

Yes. Anything you can do in Microsoft Word, you can do within an AdviceDocs template. We provide comprehensive Statement of Advice and Record of Advice templates as a starting point, which you are free to download and tailor. We also maintain a detailed ‘Docs’ page that explains how to build your own templates from scratch — the process is straightforward.

Can I arrange an onboarding call to learn how to use AdviceDocs?

Yes. We provide a complimentary training session and onboarding call with every signup. Please contact us and we will arrange a suitable time.

How can I get training on how to use AdviceDocs?

AdviceDocs offers one-on-one training sessions to get you fully upskilled on how to use the platform. That said, AdviceDocs is designed to be highly intuitive, so most people are able to jump straight in and figure it out for themselves.

Can I trial AdviceDocs free of charge?

Yes. You receive ten complimentary templates before any charges apply. We offer both usage-based and subscription pricing — whichever option is more cost-effective for your business.

How much does AdviceDocs cost?

We offer both usage-based and subscription pricing models, allowing you to select the option that is most cost-effective for your business.

Can you build custom templates for me?

Yes. We have an in-house graphic design team capable of producing bespoke templates that will impress your clients.

Get in touch with us

We’re here to help. Whether you have a question about our services, need a hand with your account, or want to share feedback — our team is ready to assist you.

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Real people, not a queue. Reach us Monday to Friday, 9–5 AEST.

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+61 451 998 160
Mon–Fri · 9–5 AEST