AdviceGenie
Prototype · in developmentAn advice platform for financial professionals. It turns product documents into structured, cited data that supports research, modelling and Statements of Advice.
- Product intelligence: PDS, TMD and fee documents become structured, version-controlled product records.
- Evidence-backed recommendations: each one links to the documents behind it.
- Adviser in control: every recommendation must be approved, modified or rejected, and the reason goes into an audit trail.
- Retirement projection engine, compliance and consistency checks, SOA assembly and a client portal.
Also live: advicegenie.com.au. It's a free consumer site with plain-English general information and calculators covering super, insurance, investment, SMSF and estate planning.






