A secure, multi-tenant CRM & advice workspace — built for Australian Financial Planning Practices and Outsourcing Companies

Where advice, automation and AI meet —
built by a paraplanner.

Paraplanno unifies client management, advice preparation, compliance workflows and AI-assisted drafting — supercharged with automation that runs the routine work in the background, so advisers and paraplanners spend time on advice, not admin.

Secure login required Australian data hosting ASIC RG-aligned controls No credit card to start

Built by a paraplanner

founder-led

12+

Native & planned integrations

Aussie platforms

Calculators & tools

Australian-tuned

∞

AI + Automation engine

workflows that run themselves

The complete feature set

One platform for the entire advice lifecycle

From first client meeting to year-end review — CRM, advice preparation, document control, compliance monitoring, modelling and AI assistance, all wired together by an automation engine.

Multi-tenant Client & Practice CRM

Every client, document, meeting and engagement lives in one secure, siloed workspace. FPP and Outsourcing Company data never bleed across tenants.

FPP & OC siloed records
AAA / ad-hoc / new-client categories
Doc retention per ASIC RG 175

Smart Workflow Templates

Pre-built SoA, ROA, Strategy, Modelling and Annual Review templates — fully editable. Stages, SLAs, branching logic and assignment rules out of the box.

Branching & parallel stages
Role / capacity-based assignment
Pattern detection & suggestions

Automation Engine

Auto-start workflows on client invite, auto-route FPP tasks to the right OC template, auto-flag SLA breaches, auto-send reminders and escalations.

Triggered stage transitions
SLA breach detection
Smart reminders & escalation

AI Assistance — Reviewed, Not Autonomous

Generate SoA drafts, run compliance pre-checks, summarise meetings and produce client-ready artefacts. Every output is reviewable, versioned and attributable.

SOA / ROA drafters
Compliance pre-checks
Meeting summaries & extraction

Compliance Built In

AAA client monitoring, mandatory quality checks before close, annual review tracking, RG 245 fee-consent reminders and full stage-change audit trails.

Annual review alerts
Quality check gates
Audit & retention logs

Australian Calculators

Retirement, super contributions, CGT, age pension, aged care, insurance, spouse contribution, BID strategy and ROA rebalance — all tuned for AUS rules.

ATO / Centrelink rules
One-click client briefs
Exportable PDF reports

Integrated Financial Modeller

Cashflow, assets, liabilities, super, pension and projections — model multiple scenarios side-by-side with MyPlano household import.

Multi-scenario modelling
Projection tables & charts
Import MyPlano households

Meetings & Lifecycle

Schedule and track client meetings, fact-finds and presentations. Each touchpoint becomes a recorded milestone tied to the workflow chain.

Fact-find capture
AI meeting summariser
Lifecycle milestones

Time Tracking & Capacity

OC time tracking, internal paraplanner capacity and throughput analytics give you a real-time, unbiased view of how work flows through the practice.

Per-task time logging
Capacity heat map
Throughput analytics

AI + Automation — together

AI tells you what.
Automation does it.

AI alone isn't the answer. The real unlock is pairing it with an automation engine that runs the routine work behind the scenes — so advice teams are reviewing, validating and deciding, not starting from a blank page or chasing deadlines.

Built on the realities of an Australian advice practice — not bolted on after the fact.

Auto-start client workflows on invite

New client added → onboarding workflow spun up automatically, with the right template selected by category.

FPP → OC auto-routing

FPP assigns an SoA or ROA task → Paraplanno resolves the matching OC internal template and routes the work — no manual mapping.

SLA & breach detection

Every stage has an SLA. Breaches auto-flag to compliance, surface in dashboards and trigger escalations before they're missed.

AI drafting on demand

Trigger an SoA or ROA draft from a paraplanning request — AI assembles a structured first draft with full source traceability for review.

Compliance gates & quality checks

AAA and ongoing-service clients can't close until quality check and client review meeting are completed and recorded.

Smart reminders & escalations

Reminder cadence and escalation rules run automatically — by role, by stage, by client category. No spreadsheets, no sticky notes.

Built for every role in advice

Designed for the team that delivers the advice

Different roles, different pain points — Paraplanno has a workspace tuned for each one.

For Advisers

Run your book from one secure hub. Every client, every document, every meeting — at your fingertips.

1 of 4 roles

Unified client profiles with MyPlano meeting history
Trigger SoA / ROA prep with one click to your paraplanner
Annual review & fee-consent reminders for AAA clients
AI-generated meeting summaries for the file note
Client-ready projection charts, tables and product comparisons

Siloed workflows

FPP and OC — two worlds, one platform, zero bleed

Each organisation has its own workflow stage pool, template registry and management surface. Paraplanno orchestrates the hand-off between them — never the data leak.

FPP Workflow

Financial Planning Practice — advice delivery

1Intake / Admin→
2Fact Find & Risk→
3Strategy & Modelling→
4SoA / ROA Draft→
5Compliance Review→
6Client Presentation→
7Implementation→
8Quality Check→
9Client Review→
10Close / Archive

Compliance critical: AAA tasks require Quality Check and Client Review Meeting before Close.

OC Workflow

Outsourcing Company — internal paraplanning

1Pre-Vet Documents→
2Strategy Confirmation→
3Pre Advice Documents→
4Advice Document Required→
5Compliance Check→
6Revision→
7Completion→
8Rework / Rework In Progress

Hand-off: When an FPP assigns a task, Paraplanno auto-resolves the matching OC template (SoA / ROA / Strategy / Modelling).

Stages are configurable per organisation — templates adapt to how your team actually works.

Security by default

Bank-grade security, without the bank-grade complexity

Your practice data is held in a strictly multi-tenant, encrypted, auditable environment — secured at the row level so each organisation only ever sees its own records.

AES-256 encryption at rest

All data is encrypted at rest and in transit.

Australian data residency

Hosted in AU — meets local advice data expectations.

Row-level security multi-tenant

Organisation-scoped records; no cross-tenant access.

MFA & session timeout

Enforceable platform-wide multi-factor and idle timeout.

Full audit trail

Every record change is attributable and exportable.

Private file storage

Signed URLs for sensitive documents — never public.

Compliance built in

Less rework. Fewer surprises. Stronger files.

Compliance isn't a checkbox at the end — it's woven into the workflow. AAA clients can't close without the right gates. Annual reviews never silently slip. Every movement is on the record.

AAA client monitoring — annual reviews & fee consent reminders
RG 245 ongoing-service fee consent tracking
Mandatory Implementation Quality Check gate before close
Mandatory Client Review Meeting for AAA clients before close
Document retention per ASIC RG 175 — automatic expiry handling
Stage-change audit log with attribution & timestamps

Aligned to ASIC RG 175 / 245 and ongoing-service obligations — not a substitute for your licensee's process.

The Paraplanno story

Built by a paraplanner who lived the backlog, the tabs and the late-night SoAs.

Paraplanno didn't come from a venture boardroom — it came from a working paraplanner and associate adviser with a Master's in Accounting, plus CPA and Registered Financial Planner (RFP) credentials from the Philippines. Every module solves a problem the founder met every single day: clients spread across spreadsheets, advice stuck in email chains, compliance obligations nobody caught until review, and paraplanners rewriting the same SoA from a blank page.

Automation handles the routine. AI assists the drafting. People do the advice. That's the philosophy.

Practising Paraplanner

On the front line of advice preparation

Associate Adviser

Client engagement & advice delivery

Master's in Accounting

Academic rigour, numbers first

CPA — Philippines

Cross-jurisdiction professional standard

RFP — Philippines

Registered Financial Planner credential

"I built Paraplanno because the gap between advice work and admin work was eating the industry. We needed a CRM that understood advice — not a generic CRM dressed up as one."

— The Paraplanno Founder

Paraplanner & Associate Adviser · CPA, RFP

Connect

Pricing

Start free, scale as you grow

Simple, transparent plans for solo advisers through to multi-seat practices and outsourcing companies. All prices exclude GST.

Free

For a solo adviser finding their feet

$0 forever · ex GST

1 user
Core Clients CRM (up to 5 clients)
Core calculators (Age Pension, Capital Gains, Concessional)
SoA/ROA drafting basics
Document storage
Community support

Frequently asked questions

Paraplanno is designed around Australian advice obligations — ASIC RG 175 / 245, AAA ongoing-service monitoring, age pension and super rules. While the workflow and CRM engine can support any advice practice, the calculators and compliance checks are tuned for Australia.

Ready to modernise your practice?

Join Paraplanno today — set up in minutes, no credit card required. Built by a paraplanner, for advice teams.

Where advice, automation and AI meet —built by a paraplanner.