Modelling and projections
Strategy comparison and scenario modelling built for Australian rules — super, tax, social security — not a US engine with local labels stuck on it.
Early access · for Australian financial advisers
Your whole practice.
Your whole practice.
One platform.
Modelling, the client file, the diary, the documents and the advice you produce — in a single system built for Australian advice. With AI in the foundations, not bolted onto the side.
You'll get a straight answer from the adviser building it — including what isn't finished yet. Or email advice@guideway.com.au.
The six-subscription practice is over
A planning tool. A research tool. A CRM. A document store. An e-sign service. An AI bolt-on. And a spreadsheet quietly holding the whole thing together. That was the only way to run an advice practice. It isn't any more.
What most practices run today
Planning & modelling
Research & product data
CRM
Document store
E-sign
Advice document tool
An AI bolt-on
Spreadsheets
Separate logins. Separate subscriptions. The same client keyed in more than once — and a spreadsheet filling every gap between them.
AdviceGuide AI
One platform. One client record, entered once. The modelling, the file notes, the documents and the advice all sit in the same place — and the AI can actually see all of it, because it was built in from the start rather than added on afterwards.
Everything the practice runs on
Not a narrow tool with integrations. The whole job, in one system.
The client file
Households, entities, holdings and the whole relationship history in one record — entered once, and the same record everything else in the platform reads from.
Diary and email, captured
Your Outlook or Google calendar and mailbox connect straight in. Client email and the statements attached to it file themselves. The rest of your inbox is left alone.
Documents and signing
One library per client, version controlled and searchable, with signing built in — so the signed copy files itself back where it belongs.
SOAs and ROAs
Advice documents produced from the modelling you already did, in your own templates — rather than retyped into a separate tool at the end.
You approve everything
Nothing is filed, sent or written to a client record without an adviser saying yes. The AI proposes; you decide; the decision is recorded.
One adviser. Two hundred clients.
What caps an advice practice has never been the advice. It's the file notes, the data entry, the chasing, the document assembly — the hours between meetings. Hand that to the machine and the same adviser looks after two hundred relationships properly, not eighty.
One
A single platform and a single subscription, instead of six renewal dates and six places the client's details live.
200+
What one adviser can carry when the background work isn't theirs to do any more.
Done already
Prep, filing and paperwork happen before you get to them — waiting for your approval, not your effort.
Built in, not bolted on
An AI tool sitting beside your systems can only see what you paste into it. Built into the platform, it can see the actual client record — and write back into it, with your approval and a full audit trail.
It can see the whole file
Not just what you remembered to paste into a chat window. The modelling, the history, the notes and the documents are all the same record.
It writes back where it belongs
Findings land in the client record itself — as proposals waiting for your yes, not as text you have to re-key somewhere else.
Every step is on the record
What was proposed, what you accepted, what you changed and when. The audit trail is a by-product of how it works, not a feature bolted on later.
Not our first one of these
We've been building AI into Australian advice since before it was a category. This is the platform all of it was heading towards.
01
The first AI file note tool for financial advisers
Turning a client meeting into a written file note — before "AI for advisers" was a category anyone was selling.
02
The first AI avatar video Statement of Advice
An SOA a client actually watches, instead of a hundred pages they don't read.
03
The first interactive virtual adviser
Clients asking questions and getting answers grounded in their own file.
04
And now the platform underneath all of it
One system for the whole practice, with everything we learned building the first three built into its foundations.
Enterprise-grade hosting
Runs on AWS, in an environment certified to SOC 2 Type II and ISO 27001.
No passwords to steal
You sign in with the Microsoft or Google account you already use, or a passkey. There is no password to phish.
Designed by industry experts
Built by people who write Australian advice for real clients — not by a software company guessing at it.
Want to see it first?
We're building it now and showing it to a small group of advisers early. Tell us a little about your practice and we'll be in touch.
Register your interest