Turn your client’s advice into an interactive presentation.
AdviceStudio takes any advice document and turns it into a branded, professional and interactive presentation you can walk a client through, without changing how you produce the advice. All referencing back to the original advice.
The advice is complicated. The meeting needs to nail it.
You produce a long, rigorous advice document: maybe 40 to 80 pages of formal prose written, in part, with a compliance overlay. You walk the client through it, page by page. Your client struggles to see the shape of their own advice, disengages, and a week later remembers that the meeting happened but not what was in it.
AdviceStudio changes the experience of the meeting, not the advice.
How it works
Three steps, a few minutes.
Upload your advice document
The finished .docx, the exact file you produce today from any financial planning system or indeed any well-structured word template. No changes needed, no paraplanning disruption.
AdviceStudio transforms it
Clean slides, collapsible sections, interactive charts and a navigation drawer are generated automatically and themed to your licensee and practice: colours, fonts and logo.
Review, tidy, present
Edit, restyle or reorder sections in a simple in-browser editor. Then present to your client, or export to PDF and store as a client file note.
Built for regulated buyers.
- The record is untouched. AdviceStudio is a presentation layer over your existing advice document. The original document is carefully footnote referenced within each slide. The presentation exports back to PDF for filing.
- On-brand, automatically. Presentations can be rendered in your brand. It looks like yours, not ours.
- Licensee-first. Branding, settings and access are organised per licensee; advisers sit underneath.
- Compatible with any professionally created advice document. Nothing to reconfigure. You can already use it.
- Secure by design. Encryption in transit and at rest, two-factor authentication, an audit trail, and Australian data residency (AWS Sydney). Personal information is redacted before the AI sees it.
See it with your own advice document.
AdviceStudio is the easiest way to start using AI advice tools in your practice and it’s ready to go. Follow the link below to advicestudio.ai, sign up for one of our free trials and start presenting.