One Adviser

6.8easy start · #6 of 31
in Financial Advisor Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from A$29/mo.

One Adviser is ranked #6 of 31 in financial advisor software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at A$29/mo.

One Adviser plans and pricing

All plans

Client Service / Admin seat A$29/mo $29/seat/mo 20 AI queries/mo · no advice authoring or AI engine oneadvisor.com.au · 3 Oct 2026

Paraplanner seat A$79/mo $79/seat/mo 150 AI queries · 60 min transcription · 10 product searches oneadvisor.com.au · 3 Oct 2026

Essentials A$99/mo $99/month platform No setup fee · self-serve onboarding · CRM, basic SOA/ROA, compliance basics, calendar oneadvisor.com.au · 3 Oct 2026

Compliance Manager seat A$129/mo $129/seat/mo 200 AI queries · 60 min transcription · read-only on advice and CRM oneadvisor.com.au · 3 Oct 2026

Adviser seat A$149/mo $149/seat/mo 400 AI queries · 240 min transcription · 30 product searches oneadvisor.com.au · 3 Oct 2026

Principal / Practice Admin seat A$179/mo $179/seat/mo 500 AI queries · 360 min transcription · 50 product searches oneadvisor.com.au · 3 Oct 2026

Compared on financial advisor software

Free plan: No
Client portal: Yes
Financial planning: Yes
Proposal generation: Yes
Compliance workflows: Yes
Document vault: Yes
Billing and invoicing: Yes

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The record

Purpose: One Adviser describes itself as practice management software for Australian financial advisers, financial planning firms and AFSL licensees.
Advice production: Its SOA and ROA builder supports AI-assisted drafting, version history and approval workflows.
Compliance: The compliance module includes Best Interest Duty checklists, FASEA declarations, CPD tracking, a breach register and complaints handling.
AI tools: The AI engine can draft SOAs, run compliance checks, generate meeting summaries and transcribe client meetings.
Security and hosting: The site describes the platform as secure and says data is Australian-hosted.
Migration: The maker says it can import client records, fact-finds, file notes and document history from Xplan, AdviserLogic, Midwinter, COIN or an existing CRM.
Migration timing: The site says full migrations typically take 2–4 weeks, while self-serve CSV import can be completed the same day.
Support: The page lists email support with a 48-hour SLA for Essentials setup, and priority support plus a dedicated success manager with Enterprise.
Seat limits: Client portal users are free, each practice receives two free observer seats, and AI usage is pooled across the team.
Price from: A$29/mo

Where it ranks on The Geeks Club

Best Financial Advisor Software in 2026#6 of 31

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Sources

oneadvisor.com.au· checked 3 Oct 2026