One Adviser

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

One Adviser is ranked #11 of 31 in financial advisor software on Inferse. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at A$29/mo.

Compared on financial advisor software

Free plan: Nooneadvisor.com.au
Client portal: Yesoneadvisor.com.au
Financial planning: Yesoneadvisor.com.au
Proposal generation: Yesoneadvisor.com.au
Compliance workflows: Yesoneadvisor.com.au
Document vault: Yesoneadvisor.com.au
Billing and invoicing: Yesoneadvisor.com.au

Facts

Purpose: One Adviser describes itself as practice management software for Australian financial advisers, financial planning firms and AFSL licensees.oneadvisor.com.au · 3 Oct 2026
Advice production: Its SOA and ROA builder supports AI-assisted drafting, version history and approval workflows.oneadvisor.com.au · 3 Oct 2026
Compliance: The compliance module includes Best Interest Duty checklists, FASEA declarations, CPD tracking, a breach register and complaints handling.oneadvisor.com.au · 3 Oct 2026
AI tools: The AI engine can draft SOAs, run compliance checks, generate meeting summaries and transcribe client meetings.oneadvisor.com.au · 3 Oct 2026
Security and hosting: The site describes the platform as secure and says data is Australian-hosted.oneadvisor.com.au · 3 Oct 2026
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.oneadvisor.com.au · 3 Oct 2026
Migration timing: The site says full migrations typically take 2–4 weeks, while self-serve CSV import can be completed the same day.oneadvisor.com.au · 3 Oct 2026
Support: The page lists email support with a 48-hour SLA for Essentials setup, and priority support plus a dedicated success manager with Enterprise.oneadvisor.com.au · 3 Oct 2026
Seat limits: Client portal users are free, each practice receives two free observer seats, and AI usage is pooled across the team.oneadvisor.com.au · 3 Oct 2026