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AI App Building for Financial Planning Professionals

Financial advisers, wealth managers, and retirement planning specialists. Build custom apps to streamline your operations without writing code.

Melbourne Focus: Strong financial services sector with many independent advisers in CBD, South Melbourne, and affluent eastern suburbs

Have it built for Financial PlanningSee Recommended Apps

Tech Adoption Level

Many businesses are adopting tech tools - staying competitive means keeping up

Pricing

Fixed

Scoped and quoted before work begins

Key Metrics to Track

Funds under adviceClient retention rateReview meeting compliance

Common Pain Points in Financial Planning

These are the everyday challenges that financial planning professionals face. Custom apps can solve each of these problems.

1

Collecting and organising client financial documents

2

Generating compliant Statements of Advice

3

Tracking review meeting schedules across client portfolios

4

Maintaining records for ASIC compliance and audits

12 hours

per week spent on compliance documentation by Australian financial planners

Australian Bureau of Statistics 2024

“Financial planners are buried in compliance documentation. Automating the repetitive parts of SOAs and ROAs gives advisers back hours every week to actually advise their clients.”

Callum Holt, Founder, 13Labs

Measure Your Success

Track these key metrics to measure the impact of your custom apps on your financial planning business.

Funds under advice
Client retention rate
Review meeting compliance

Custom apps for Financial Planning

Have it built for your financial planning business, or learn to build it yourself in 3 weeks.

Have me build it for you

buildAgency

Build it yourself in 3 weeks

buildAcademy cohort

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