Choose Your Assistant
Financial advisers and paraplanners are saving ample time each week by using our tools.
Sign up now and redirect your time to you clients.
Sign up now and redirect your time to you clients.
Free Assistant
Essential tools and resources. Ideal for individuals starting out.
Get started with the basics, no cost.
Get started with the basics, no cost.
$0
/month
Founder's rate
The benefits included in:
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Access to core calculators
Basic flowcharts & files
Email support
Lite Assistant
Perfect for solo paraplanners and advisers who need the basics — core features to save time on everyday tasks.
$29
/month
Founder's rate
The benefits included in:
3 Calculators
2 flowcharts
Lite SoA Content
Admin controls
Email Support
Full Assistant
Designed for those who want the full power of Paraplanno — advanced features to cover every advice scenario.
3 days free trial
3 days free trial
$49
/month
Founder's rate
The benefits included in:
All calculators & flowcharts
Premium SoA Content
Projections
PDF + Word export
Early access to new tools
Request a tool
Priority Support
Most Popular
Team+ Assistant
Ideal for practices with 2 or more users — includes discounted multi-user pricing plus Xplan support
$89
/month
Founder's rate
The benefits included in:
Discounted Pricing
All calculators & flowcharts
Premium SoA Content
Projections
PDF + Word export
Early access to new tools
30 minutes XPlan Support
Priority Support
Free Assistant
Essential tools and resources. Ideal for individuals starting out.
Get started with the basics, no cost.
Get started with the basics, no cost.
$0
/month
Founder's rate
The benefits included in:
Access to core calculators
Basic flowcharts & files
Email support
Lite Assistant
Perfect for solo paraplanners and advisers who need the basics — core features to save time on everyday tasks.
$290
year
Founder's rate
The benefits included in:
3 Calculators
2 flowcharts
Lite SoA Content
Admin controls
Email Support
Full Assistant
Designed for those who want the full power of Paraplanno — advanced features to cover every advice scenario.
3 days free trial
3 days free trial
$490
/year
Founder's rate
The benefits included in:
All calculators & flowcharts
Premium SoA Content
Projections
PDF + Word export
Early access to new tools
Request a tool
Priority Support
Most Popular
Team+ Assistant
Ideal for practices with 2 or more users — includes discounted multi-user pricing plus Xplan support
$890
year
Founder's rate
The benefits included in:
Discounted Pricing
All calculators & flowcharts
Premium SoA Content
Projections
PDF + Word export
Early access to new tools
30 minutes XPlan Support
Priority Support
Compare Plans
Explore the full range of incredible features included in our plans.
SoA Content
Free
Lite Assistant
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Full Assistant
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Best Interest Duty Statement
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Product Blurb
RoA Rebalance (Single) **Coming Soon
Flowcharts
Free
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Simple Superannuation Rollover
Super Rollover and Insurance
Recontribution Strategy
Commencement of Pension
Calculators
Free
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Unused Concessional Contribution
Concessional Contribution with Projection
Simple Recontribution Strategy
Complex Recontribution Strategy
Spouse Contribution and Government Co-Contribution
Insurance Needs Analysis
Projections and Other Forms
Free
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Super Projections
Client Information Questionnaire
Insurance Commission Consent Form
Risk Profile Questionnaire
Exports and Integrations
Free
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PDF
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XPlan Support *30 mins per month
Other Features
Free
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Premium Early Access to New Tools
Request-a-Tool Feature
Email Support
Priority Support