Interactive Advice Viewer

Bring your Advice to life

Drop your advice document below. We’ll transform it into an interactive advice presentation ready to walk through with your client.

Turn your client's advice into an interactive presentation.

The advice meeting your clients actually remember.

Request a demo

Drop in your existing advice document

Upload your advice .docx as you produce it today. No re-platforming, no template changes, no paraplanning workflow disruption.

Show, don't read

Collapsible sections, navigation drawer, client-view mode. Your client sees the structure of their advice, not 80 pages of paragraph.

Branded for your licensee

Per-licensee themes and logos. The presentation looks like yours, not ours. PDF export when the file copy still has to be a document.

Note: Planfocus is a presentation layer over your existing advice document — it does not replace your SOA / CAR record. The original .docx is preserved and can be exported as a PDF.

Questions? support@planfocus.com.au

Your advice presentations