Why PlanHouse

One AI-native platform.

Most "AI for advice" is a copilot bolted onto legacy software, or a note-taker that stops at a file note. PlanHouse runs the entire advice lifecycle — the client record, projections, portfolios, research and AI-drafted SOAs — in one place, built for AU and NZ, with the adviser always in control.

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A drafted Statement of Advice in PlanHouse — marked DRAFT with a checklist of items to confirm before issuing, and the full advice contents.
A drafted SOA, with the items to confirm before you issue. The AI drafts; you sign off.

One platform

One record — the whole of advice

Fact-find, goals, risk profile, financials, entities, strategies, projections, recommendations and compliance all live in one client record, with the same shape every time. No stitching a CRM to a modelling tool to a document engine across four logins.

A client record in PlanHouse — the left-hand section nav (overview, fact-find, contacts, estate & tax, goals, risk profile, financials, portfolios, strategies, projections) beside the client overview.
One client. Every stage of advice, in one place.

From the conversation

The meeting becomes the file note

Record or paste a client conversation and PlanHouse drafts the file note — attendees, discussion, actions — then re-checks it against the transcript for the facts that matter. Append-only, so it stands as a compliance record.

PlanHouse meetings and notes — a recorded conversation with a saved AI file note, a 'Re-check for facts' action, and an append-only file-note history.
From the meeting to a compliant file note.

Real modelling

The numbers behind the advice

A projection engine — retirement, cashflow, Age Pension and what-if — that models the plan, not just a static PDF. Change an assumption and the headline moves. The advice is built from the maths, then drafted from it.

PlanHouse projections engine — household inputs and key assumptions beside a projected-assets chart and retirement cashflow, with headline outcomes.
Model the plan, then draft the advice from it.

The real portfolio

Holdings, consolidated

The client's actual portfolio across every account in one view — blended asset allocation, combined performance and the underlying holdings. The substance the advice rests on, not just a balance.

A consolidated client portfolio in PlanHouse — blended asset allocation, combined performance across accounts, and the underlying holdings table.
Consolidated allocation, performance and holdings.

Advice to action

Recommendations flow into the SOA

The specific actions — the products and contributions that deliver the strategy — recorded against the client, each Proposed, Accepted or Implemented. One click drafts them straight into the Statement of Advice.

PlanHouse recommendations — a table of proposed actions (investment and insurance) with status, a fee arrangement, and a 'Draft SOA from these' action.
Recommendations become the draft SOA.

Research built in

Research, not a rented subscription

Fund and ETF research — fees, one, three and five-year returns, fund size — plus live share and ETF lookups, built into the platform. Where the rest of the market sends you to a separate, paid research house, in PlanHouse it is simply there.

PlanHouse research library — a searchable list of 1,600+ investment funds with fees, one/three/five-year returns, fund size and a 'Researched' status.
1,600+ funds and live market lookups, in-app.

Your whole book

Every deadline, before it lapses

A live dashboard of funds under advice, upcoming key dates and open compliance alerts — SOA currency, insurance anniversaries, review dates, outstanding forms — surfaced ahead of time, not discovered in an audit.

PlanHouse dashboard showing active clients, funds under advice, upcoming key dates and a list of open compliance alerts.
The practice at a glance, with compliance that chases you.

The AI drafts. You own the advice.

Every AI output is a draft for review. PlanHouse pulls the whole record together and does the heavy lifting — the file note, strategies, projections, the SOA — but nothing is advice to a client and nothing finalises itself. The adviser reviews, edits and signs off, with the compliance trail kept for you.

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Built for AU & NZ advice firms · In private beta.