PlatformplusAMS – Powering the future of advice

Seamless, efficient advice generation

Our advice engine draws all the vital information from the Fact Find and pre-populates all the key advice areas, eliminating duplication. All advice documents are linked and available in a single shared workspace
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Real-time monitoring of your entire practice

View advice and compliance status at practice level, analyse your pipeline, revenue streams and time per task, and benchmark against other practices and other advisers.
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Integrated client management tools

Effortlessly engage with your clients using our integrated client portal, digital Fact Find, marketing tools, customisable email templates, and complete CRM.
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Single, real-time view of each client's complete advice status

Customise your dashboard for an instant view of your client's compliance status, outstanding workflows, services to be delivered, advice status and more.
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End-to-end advice excellence

Welcome to the unparalleled efficiency of the Platformplus Advice Management System. A single, end-to-end advice technology solution that puts you in control of your advice business.

AFSL Management

Licensee
management & administration

Integrated compliance
framework & reporting

Investment research
& APL management

Training &
communications
system

Adviser management
& support

Practice Management

Client service
delivery framework
& reporting

Pipeline
& referral
management

Workflow
management

Datamining
& opportunity
tools

Real-time
compliance monitoring

Financial Advisory Process

Integrated
compliance

Digital
advice delivery

Modelling &
research tools

Advice
generation
engine

Client review
delivery
& monitoring

Client Relationship Management

Client
portal

Digital
Fact Find

Digital
document signing

Marketing &
communication tools

Licensee
management & administration

Integrated compliance
framework & reporting

Investment research
& APL management

Training &
communications
system

Adviser management
& support

Client service
delivery framework
& reporting

Pipeline
& referral
management

Workflow
management

Datamining
& opportunity
tools

Real-time
compliance monitoring

Integrated
compliance

Digital
advice delivery

Modelling &
research tools

Advice
generation
engine

Client review
delivery
& monitoring

Client
portal

Digital
Fact Find

Digital
document signing

Marketing &
communication tools

Built by an advice business, for advice businesses

Advice is at our core – and advice excellence drives all that we do
We understand how every member of your team needs to interact with your software
We rapidly respond to changing industry regulations & compliance requirements
We design best-practice advice processes, then build the software to support it

Key Features

Helping you strengthen your practice and deliver effective and efficient advice

Seamless advice generation

Experience a single, shared workspace that eliminates duplication and saves time.

Client experiences that drive engagement & retention

Build stronger relationships by helping your clients play a meaningful role in the advice process.

Unrivalled visibility to manage and grow your business

Powerful reporting tools and real-time monitoring of advice and compliance status.

Embedded compliance that rapidly responds to industry changes

An automated compliance framework with built-in prompts and our unique traffic light system.

All the functionality you need in a single solution

CRM
Advice generation
Financial modelling
Risk insurance research
Product comparisons & research tools
Client portal

Compliance monitoring
Brokerage management
Investment portfolio management
Financial advice knowledge base
Data feeds
Client facing marketing tools

Find out what Platformplus can achieve for your business

Call 1300 191 952

Powering the future of advice

Seamless, efficient advice generation

Real-time monitoring of your entire practice

Integrated client management tools

Single, real-time view of each client's complete advice status