Run a modern
advice practice.
PlanHouse is the AI platform for AU & NZ financial advisers — clients, projections, compliance and AI-drafted SOAs in one place.
Built for AU & NZ advice firms · In private beta.
Everything an advice practice needs
A single workspace that replaces the patchwork of tools, spreadsheets and document templates most firms still glue together by hand.
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AI advice drafting
Draft SOAs, ROAs and review reports from a one-line scope, grounded in the client record.
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Projections engine
Deterministic AU + NZ tax, super, KiwiSaver, Age Pension. Live scenario workbench with charts and side-by-side comparison.
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Client workspace
One record per client: fact-find, portfolios, risk profile, compliance, documents, history.
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Approved Product List
Firm-wide APL with BID rationale, research basis and document attachments.
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Compliance built in
Audit trail, fact-find snapshots, fee-consent register, jurisdiction-aware obligations.
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AU and NZ from day one
One platform, two regimes. Sign up under the right jurisdiction; everything else just works.
From client to advice, in one place.
Three steps. One platform. No more bouncing between spreadsheets, templates and a half-dozen logins.
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Capture
A guided fact-find captures the client's full picture once.
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Model & advise
Projections, the strategy library and AI drafting do the heavy lifting.
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Deliver
Branded SOAs, ROAs and reviews, AI-drafted, you sign off.
Adviser-in-the-loop, always.
Every AI output is a draft. PlanHouse is a productivity tool — you own all advice. A full audit trail and adviser sign-off are baked in.
Ready to see PlanHouse?
Sign in if you have an account, or get started to request access for your firm.