AdviserPRO — Adviser Tools

Projection & Modelling Suite

Model all assets, liabilities and superannuation with retirement outcomes in one unified view using a single, integrated engine.

Interactive Risk Profile Questionnaire (online tool)
Online Client Form
Share a secure link with clients so they can complete and sign digitally from any device. The finished document can be downloaded or emailed back to the adviser.
Risk Profile Questionnaire (Word template)
Downloadable Word Template
A ready-to-use questionnaire for clients to complete and sign manually.

Links to external financial calculators commonly used in advice practices.

Download practical templates to streamline advice production and file documentation.

Quick access to commonly used wrap platforms and insurance portals.

Share registry links for ASX-listed securities, managed funds and listed investment vehicles.

Educational guides and resources for advisers and practice owners.