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.

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Let’s create your advice presentation

Your document

Drop your advice document. Nothing is sent until you finish the wizard.

What happens to your document: before your document is sent to the AI service, your client's direct identifiers — names, addresses, account numbers, TFN, Medicare, email, phone and date of birth — are replaced with placeholders, unless your organisation has turned this off. The financial figures, fund codes and the advice itself are used to build the presentation. Anything you type in the notes box is sent as written. How we handle your data

Choose a theme

The visual style the AI follows when building your presentation.

Choose a variant

The colours and fonts applied — previewed on your chosen theme.

Choose a format (optional)

A format applies a ready-made set of instructions. Pick one, then add your own notes below if there's anything extra.

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