File noteUnder wraps until launch
Discussed
- The meeting (redacted) .
- Your advice (redacted) .
- Your clients (redacted) .
- Compliance (redacted) .
- You stay the adviser. Nothing reaches a client until you’ve approved it.
Next step
Coming soon · From the team behind ProductRex
We’re upending how advice gets done.
How you advise. How you look after clients. How you stay compliant. All of it, rebuilt around the adviser.
Register to find out more
For Australian financial advisers
Nobody became an adviser to do paperwork.
Yet every year there’s more of it. More hours proving the advice, fewer hours giving it. We think that’s the wrong way round. So we’re changing it.
What changes
Advice
Advice without the busywork.
The hours between the first meeting and signed advice shrink. The judgement stays yours.
Clients
Every client looked after.
Reviews, check-ins and follow-ups stop slipping through the cracks, however big your book gets.
Compliance
Compliance that keeps up.
Your files stay in order as you work, so there’s nothing to rebuild when the audit comes.
What we can show you
The rest is under wraps.
We’re keeping the detail for advisers who register. Here’s our file note, as far as we can share it.
From the team behind ProductRex.
Adviser Ratings has worked with Australian advisers since 2011. We run ProductRex, the portfolio construction and SoA tool advisers already use. AdviceRex is what we’re building next.
Register
Be first to see it.
Register and we’ll show you AdviceRex before it launches.
- Launch news, and nothing else.
- A first look before launch.
- A place in the beta, if you’d like one.
Registered
Thanks. You’re registered.
We’ll be in touch before AdviceRex launches. If you asked for a place in the beta, we’ll contact you before it opens.
Preview only: nothing was sent. On advicerex.com.au this goes to Adviser Ratings.