Docs & guides
Documentation
From client modelling to advice documents, Adviser Toolkit puts the whole advice process in one app, so you can focus on the advice.
Getting started
To get started, choose a plan and sign in on your Mac or Windows desktop. Add your adviser and licensee details, apply your firm's brand, then create your first client and open any tool from the Master Toolkit. Every scenario you save can be presented on screen and carried straight into an SOA or ROA draft.
Invite your team to get the most out of Adviser Toolkit. You can share templates, manage seats and give your licensee the read-only oversight they need.
Guides
A walkthrough for each part of the toolkit, in the order most advisers meet them.
Resources
Setting up your account, your team and your security.
Your details and branding
Add your adviser and licensee details, apply your firm's brand kit and set the document style used across every export.
Teams and oversight
Invite your team, manage per-seat access and see how licensee to adviser to client oversight works.
Security and your data
Multi-factor authentication on every seat, where client data lives, and how to export or delete it at any time.
Connectors
Calendly booking is live in the client portal today, with Iress Xplan, AdviserLogic, Xero and email connectors on the roadmap.
Still stuck? Email hello@advisertoolkit.com.au and we will help.