Risk Companion
- https://riskcompanion.com.au
- Fact find through to Statement of Advice in one system, for Australian risk practices
Risk Toolkit
- https://risktoolkit.com.au
- Modular fact find, needs analysis and pre-assessment tools for Australian risk advisers
Survey Monkey
- https://www.surveymonkey.com/
- An online survey platform that enables individuals and businesses
Financial Advice Online
- https://financialmappers.com.au/
- Financial Planning Software
filenote.ai
- https://www.filenote.ai
- Automate your client file notes
Claras.ai
- https://claras.ai/
- Fast-Track Your File Notes with Claras
Paradino AI
- https://paradino.ai/
- AI File Note And Virtual Assistant