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.

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.
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.

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

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.

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
00

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
00

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.

AUD

$0

  • Access AYT features
  • Priority online support
  • Setup with your practice data
Technology
for Financial Advise.

Purpose-built.
Compliantly delivered.

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