Freedom251 › Financial Advisor Software
One Adviser
What One Adviser is
One Adviser is web-based practice management software for Australian financial advisers, planning firms, and AFSL licensees. Its SOA and ROA builder supports AI-assisted drafting, version history, and approval workflows. The AI engine can also run compliance checks, create meeting summaries, and transcribe client meetings. Compliance tools include Best Interest Duty checklists, FASEA declarations, CPD tracking, a breach register, and complaints handling. The white-labelled client portal offers two-factor authentication, secure messaging, document sharing, and appointment booking. One Adviser describes its platform as secure and says its data is hosted in Australia. Migration support covers client records, fact-finds, file notes, and document history from Xplan, AdviserLogic, Midwinter, COIN, or an existing CRM. The provider says full migrations typically take 2–4 weeks, while self-serve CSV imports can be completed the same day. Plans include per-seat options and platform plans, and a 14-day trial is available. Essentials costs A$99 a month; Professional costs A$199 a month plus a $1,500 one-time setup and migration fee; Enterprise costs A$349 a month plus $4,500 one-time setup and migration.
Who it suits
One Adviser is for Australian financial advisers, financial planning firms, and AFSL licensees. Its compliance, advice, and portal tools may also suit practices coordinating work across advisers, support staff, and clients.
What it does well
- SOA and ROA tools include version history and approvals.
- Compliance tools include CPD tracking and complaints handling.
- Client portal supports secure messaging and document sharing.
- Self-serve CSV import can be completed the same day.
- Two observer seats are free per practice.
What to know first
- No free plan is listed.
- Full migrations typically take 2–4 weeks.
- Professional and Enterprise have one-time setup and migration fees.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Compliance Manager seat | $129/seat/mo · 200 AI queries · 60 min transcription · read-only on advice and CRM | A$129 a month |
| Adviser seat | $149/seat/mo · 400 AI queries · 240 min transcription · 30 product searches | A$149 a month |
| Principal / Practice Admin seat | $179/seat/mo · 500 AI queries · 360 min transcription · 50 product searches | A$179 a month |
| Professional | $199/month platform · $1,500 one-time setup and migration · workflows, client portal, revenue tracking, advanced advice builder | A$199 a month |
| Client Service / Admin seat | $29/seat/mo · 20 AI queries/mo · no advice authoring or AI engine | A$29 a month |
| Enterprise | $349/month platform · $4,500 one-time setup and migration · HR, multi-practice management, white-label branding | A$349 a month |
| Paraplanner seat | $79/seat/mo · 150 AI queries · 60 min transcription · 10 product searches | A$79 a month |
| Essentials | $99/month platform · No setup fee · self-serve onboarding · CRM, basic SOA/ROA, compliance basics, calendar | A$99 a month |
As oneadvisor.com.au lists them, read 3 Oct 2026. The maker's own page has the final word.
Verdict
One Adviser combines advice production, compliance workflows, AI tools, and a client portal for Australian practices. Compare the per-seat and platform plans, including setup costs, with your practice's requirements.
Facts from One Adviser's own pages
- Advice production
- Its SOA and ROA builder supports AI-assisted drafting, version history and approval workflows. · 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
- Client portal
- The white-labelled client portal offers 2FA, secure messaging, document sharing and appointment booking. · 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
- 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
- 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
- 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
- Security and hosting
- The site describes the platform as secure and says data is Australian-hosted. · 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
Where One Adviser stands on Freedom251
- Financial Advisor Software#15 of 31