Get back to focusing on what really matters
with AYT

Today, up to 40% of Australian Advisors’ time is spent on admin tasks.
We are all about changing that – helping to bring quality financial advice to more Australian families.

Learn what AYT can do

Compare plans

Try efficiency tools Australian Financial Advisers and Paraplanners love.

Explore how AYT gives you back time to allow you to focus on your clients, while integrating with the software you already use.

Factfinder Pro

Revolutionize Data Gathering and Analysis

Get instant client info from voice and PDFs, automate tedious calculations and analyses, and sync it all seamlessly to their Xplan profile.

Meeting Assistant

Streamline Client Meeting Notes to Maximize Insights, Minimize Hassle

Maximize meeting outcomes with our Australian adviser-focused tool. Seamlessly record, extract key insights, and sync summaries to Xplan as File Notes – all in one streamlined process

SOA Proof Pilot

Error-Free SOAs at Your Fingertips – Built around Workflow

Eliminate SOA headaches by instantly spotting and correcting typos, compliance slips, logical and numerical inconsistencies. Simply upload your .docx draft, and receive comments with smart suggestions – directly in the document.

Bespoke solutions

Custom Solutions for Australian Advisers

We develop custom solutions that use the latest technology to help solved AFSL’s unique needs, workflows and challenges.

Meet your new
super power

Accurately extract any client data that's relevant for your practice

000

Data elements

any Assets, Liabilities and Insurances
any Income, Expenses and Savings
any Personal details

From any document, voice memo or meeting transcript

Document types

Doc's incl. Fact Finds w/ handwriting
Client meetings via MS Teams & Zoom
Voice memo via mobile or desktop

Automatically perform tedious calculations and checks on the extracted data

Analyses & Heuristics (more to come)

Super contrib's cap analysis
Smart annualizations, incl. for salary
Error detection heuristics

Directly upload reviewed data into your clients' Xplan profile

000

Xplan data fields syncable

Client specific
Supports joint accounts
File Notes from meeting summaries

products

See how AYT works for your practice

Automate key processes, support your middle- and back office and integrate with your existing systems.
See how AYT can help your financial advisory or paraplanning business.

Financial Advisers

Improve advice quality while slashing admin and rework by seamlessly capturing accurate client data from your meetings and voice memos. Minimize risk and lighten your support team’s load, all without changing the way you work.

Client Services Officer

Increase productivity and lighten your workload by using automated data extraction to update information from any sources, conduct key analyses, and seamlessly sync everything into Xplan.

Paraplanners

Cut rework and enjoy piece-of-mind by easily verifying client data before beginning your tasks, then finalizing your deliverables with automated error and compliance checks, along with helpful suggestions.

Integrate AYT with the apps you already use

Our intuitive tools fit right in with the ones you are already using. You can keep doing what you do best – no changes to your routine.

Iress Xplan
Sync/Update anything, from client attributes to file note
Microsoft Teams & Zoom
For summarizing and extracting key data from client meetings
Google & Outlook Calendar
Sync your and your team's client meetings
Outlook Mail
Send email follow-up suggestions post meetings

What Advisers say about us

Trusted by forward-thinking Australian Advisers and Paraplanners

The guys at AYT have been a huge help in getting admin tasks out of the way and letting us focus more on client work.
The Meeting Assistant is smooth, gives us a summary that highlights just the right things – and syncs directly into Xplan File Notes.
Our CSOs love their data extraction tool – they can take client documents, my voice memos and even handwritten Factfinds – and accurately update our client data in Xplan.
A huge help, that also saves us a ton of rework on client deliverables down the line

Clinton Smith

Director at Abound Wealth

Try AYT for free

Access AYT features for 30 days, then decide which plan best suits your business.

Try AYT for free

Explore pricing

AUD

$0

Access AYT features
Priority online support
Setup with your practice data