One Adviser review
A broad adviser platform for practices that need compliance and workflow control.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
One Adviser is practice management software for Australian financial advisers, financial planning practices, and AFSL licensees. It brings together CRM and client lifecycle management, fact finding, risk profiling, SOA and ROA production, compliance registers, workflow automation, revenue and fee tracking, scheduling, approved product list management, and a secure client portal. Its intended audience is advice practices that want operational, documentation, and compliance functions in one platform rather than separate tools.
The plan structure is broad. Essentials covers CRM, fact finding, risk profiling, basic SOA and ROA advice, basic compliance, calendar functions, and notifications. Professional adds workflow automation, a white-label client portal, revenue and fee tracking, correspondence, mail merge, and an advanced advice builder. Enterprise adds HR and payroll, multi-practice management, white-label branding, priority support, and a dedicated success manager. The platform also separates access by role, including client service or admin, paraplanner, compliance manager, adviser, and principal or practice admin seats. The Adviser seat is listed at 149 per seat per month with monthly billing, and prices are subject to GST; platform fees and role-based seat fees are separate.
One Adviser is strongest where compliance workflows and advice production are central. AI-assisted drafting, meeting transcription, summaries, and compliance checks complement registers, checklists, breach and complaints management, audit logs, and advice approvals. The portal adds secure messaging, document sharing, and bookings, while automation supports reviews, paraplanning, approvals, and onboarding. Practices seeking a narrow CRM or simple scheduling tool may find the wider operating model unnecessary. Compliance-heavy firms with multiple roles and structured advice processes are the clearest fit.
One Adviser pros and cons
- Where it wins
- Combines CRM, advice documents, compliance, workflow, billing, and portal tools
- AI supports drafting, summaries, transcription, and compliance checks
- Role-based seats support advisers, paraplanners, compliance, and administration
- Where it doesn't
- Platform fees and role-based seat fees are separate
- Most plan and seat pricing requires clarification before budgeting
- The broad feature set may exceed the needs of narrowly focused practices
One Adviser fact sheet, pricing and score →
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