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.
SOA Proof Pilot
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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
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
Try AYT for free
Access AYT features for 30 days, then decide which plan best suits your business.