Plans to suit your Practice
Mix- and match our features to meet your practice’s needs
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Factfinder Pro
Document Extraction
- Instantly extract client info from your PDFs, automate tedious calculations, and upload results seamlessly to your clients' Xplan profile
Factfinder Pro
Voice Memo Extraction
- Add-on: Add this feature so you can extract client info also from voice memos (recorded on mobile or desktop)
Meeting Assistant
Summary & File Note sync
- Seamlessly record, extract key insights, and upload summaries to Xplan as File Notes – all in one streamlined process
Pricing details and offer terms
Prices are in AUD and are total price.
*This offer is only available to organisations new to AYT. Discount applies to any combination of modules or addons. Offer cannot be used in conjunction with any other plan offer and cannot be exchanged for any other AYT offer.
Try AYT for free
Access AYT features for 30 days, then decide which plan best suits your business.
AUD
$0
Frequently asked questions
What documents can Factfinder Pro extract data from?
We cover almost any type of document you may encounter
- Fact-finds, incl. Hand-written annotations and Reverse FFs
- Superannuation, incl. Accumulation, Insurances, Investments, Contributions
- Pensions
- Payslips
- Brokerage account statements
- Annuities
- Loans, incl. mortgages
- many more
What integrations does AYT provide?
We fully integrate with Xplan across all out modules.
For Meeting Assistant module, we currently support Microsoft Teams and Zoom.
Can my support team also access the platform?
Yes, you can invite 1 support staff (CSO, Paraplanner) per license at no extra cost.
Where is my data stored?
We host and manage our infrastructure within Microsoft Azure’s secure data centers located in Sydney, which is fully compliant with critical Australian standards like APRA CPS 234, ensuring stringent protection of financial information.
Azure is also the cloud platform of choice for several leading financial institutions globally and in Australia, including Commonwealth Bank, ANZ, NAB and Westpac Banking Corp.
Will my data be safe and private?
We’re committed to the security of your data and provide multiple layers of protection for the personal and financial information you trust to AYT. Find out more about AYT’s commitments to data protection and data security.
Some key highlights:
- All data is processed and stored in Australia
- Your data is never used for training or improving Large Language Models (LLMs)
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Supports Single-Sign On and SAML for Data Security
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Data is fully encrypted while in transit and at rest
Read our privacy note for more information.
