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One Adviser
Plans and prices
Client Service / Admin seat
20 AI queries/mo · no advice authoring or AI engine
Read 3 Oct 2026 · oneadvisor.com.au
Paraplanner seat
150 AI queries · 60 min transcription · 10 product searches
Read 3 Oct 2026 · oneadvisor.com.au
Essentials
No setup fee · self-serve onboarding · CRM, basic SOA/ROA, compliance basics, calendar
Read 3 Oct 2026 · oneadvisor.com.au
Compliance Manager seat
200 AI queries · 60 min transcription · read-only on advice and CRM
Read 3 Oct 2026 · oneadvisor.com.au
Adviser seat
400 AI queries · 240 min transcription · 30 product searches
Read 3 Oct 2026 · oneadvisor.com.au
Principal / Practice Admin seat
500 AI queries · 360 min transcription · 50 product searches
Read 3 Oct 2026 · oneadvisor.com.au
Professional
$1,500 one-time setup and migration · workflows, client portal, revenue tracking, advanced advice builder
Read 3 Oct 2026 · oneadvisor.com.au
Enterprise
$4,500 one-time setup and migration · HR, multi-practice management, white-label branding
Read 3 Oct 2026 · oneadvisor.com.au
On the record
- Advice production
- Its SOA and ROA builder supports AI-assisted drafting, version history and approval workflows.oneadvisor.com.au · read 3 Oct 2026
- AI tools
- The AI engine can draft SOAs, run compliance checks, generate meeting summaries and transcribe client meetings.oneadvisor.com.au · read 3 Oct 2026
- Client portal
- The white-labelled client portal offers 2FA, secure messaging, document sharing and appointment booking.oneadvisor.com.au · read 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 · read 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 · read 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 · read 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 · read 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 · read 3 Oct 2026
- Security and hosting
- The site describes the platform as secure and says data is Australian-hosted.oneadvisor.com.au · read 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 · read 3 Oct 2026
