Built by Australian advisers, for Australian advisers

Advice that
runs itself.

PrimeSolve is the agentic advice platform built for Australian financial advisers. SOAs in minutes. Meetings that write themselves. An AI agent that handles the admin while you focus on your clients.

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Less admin time

0min

SOA turnaround

0x +

Compliance checks

Watch the demo — 2 min

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The problem

60% of the cost of advice
goes to administration.

Not advice. Not relationships. Paperwork. The industry has accepted a model where advisers spend more time on admin than on clients — and clients pay for it.

3–5

Days waiting for a paraplanned SOA

Sending client data to a third party, waiting days for a document, chasing revisions. There's a faster way — and it takes minutes.

$150k

Annual back-office cost per practice

Paraplanning fees, admin staff, compliance tools, CRM licences — most of it automatable. PrimeSolve replaces the lot for a fraction of the cost.

0hrs

That advisers want to spend on admin

Advisers got into this profession to help clients — not to chase super funds, write file notes, or manage paraplanning turnaround times. PrimeSolve gives that time back.

The platform

Four products. One ecosystem.

Every product shares the same data, the same client records, and the same AI infrastructure. Built as a suite, not a collection of tools.

Core Platform

Advice Engine

Your complete practice management platform. CRM, task management, matter pipeline, meeting notes, email drafting, and Sage — your AI practice agent who handles the work while you sleep.

Full CRM built for Australian advice

Sage — agentic AI runs your practice

Outlook, Teams & calendar integration

Natural language automations

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Paraplanning

AI Paraplanner

AI-generated Statements of Advice in minutes, not days. Your templates, your compliance framework, your brand. The offshore paraplanning queue — gone.

Comprehensive & limited advice SOAs

Custom template library

Compliance review built-in

Available standalone or bundled

Visit AI Paraplanner →

Data Collection

AI Fact Find

Conversational fact find that completes itself. Sage collects client data via voice or chat, fills in the gaps intelligently, and populates the advice record — ready for the adviser before the first meeting.

Voice & chat-driven data collection

Auto-populates client record

Document pre-fill from uploads

Chases missing data automatically

Learn more →

Compliance

AI Compliance Manager

Move from sample-based compliance to 100% coverage. Every meeting transcript reviewed against RG175. Every SOA checked before it leaves the practice. Every file note assessed for gaps. Full audit trail for your licensee — automatically.

RG175 compliance checking

100% meeting coverage

Licensee audit trail

Practice-wide risk scoring

How it works

Your practice on autopilot

Sage runs the workflow. You run the relationships.

Client onboarding

Sage greets every new client, collects their fact find conversationally, and populates the advice record before you've had your first meeting.

Automated

Meeting & file notes

Record any meeting on any platform. Sage transcribes, writes the file note in your voice, checks compliance, and drafts your follow-up email.

Under 2 min

SOA generation

AI Paraplanner reads the full client record and generates a comprehensive, compliant SOA. You review and approve. The offshore queue is gone.

45 minutes

Implementation

Once the SOA is signed, Sage generates every task, calls product providers, chases paperwork, and sends you a morning briefing of what's been done.

Zero manual

Under the hood

Commercial-grade optimisation engine

PrimeSolve doesn't just generate advice documents. The underlying engine finds the mathematically optimal strategy for every client — across 200+ recommendations simultaneously.

200+

Strategy recommendations optimised simultaneously

1,000+

Financial products across the market

100k+

Investment options evaluated per client

Global

Optimum found — not just a local best

Multi-year optimisation

Strategies evaluated over a client's lifetime horizon — not just year-by-year. Property purchases, super contributions, and pension commencements assessed in full context.

Multi-objective optimisation

When client goals conflict — retirement income vs debt repayment vs insurance — the engine prioritises by importance using penalty functions. The most important goals are always protected.

Best interest by design

The engine is built around Australian law and regulation. Every recommendation can be explained in plain English — which objective it serves and why it was chosen over alternatives.

About PrimeSolve

Built by an adviser.
For advisers.

Australian-made AFSL experience Not a tech company guessing

PrimeSolve was founded by Tim Hall, a practising Australian financial adviser who spent years watching talented advisers drown in admin — sending client data offshore at 11pm and waiting days for documents that came back wrong.

Most fintech platforms are built by software engineers who've never sat across from a client and explained a transition-to-retirement strategy. PrimeSolve is different. Every feature was designed by someone who has done the job. Every workflow reflects how advice actually works in Australia — not a Silicon Valley interpretation of it.

The mission is simple: end offshore paraplanning. AI makes it possible. Domain expertise makes it right.

Deep Australian compliance knowledge

RG175, FASEA, FDS, opt-in requirements, best interest duty — built into the platform, not bolted on as an afterthought.

Built for the advice process, not around it

From Lifespan to boutique AFSL, the platform reflects how Australian advice businesses actually operate — not a generic CRM adapted for financial services.

Human-approved, always

AI handles the preparation. Advisers retain full control over every recommendation, every document, and every client interaction. The advice is yours.

Pricing

Simple, transparent pricing.

No per-feature charges. No surprise add-ons. Start with what you need and scale from there.

AI Paraplanner

For advisers who need AI-generated SOAs. Pay per document or subscribe for regular volume.

$ Credits

Pay per SOA — or $1,800/mo subscription · $15k/yr unlimited

AI-generated comprehensive SOAs
Your templates and brand
Compliance review built in
Cashflow model integration

Go to AI Paraplanner

Advice that runs itself.

60% of the cost of advicegoes to administration.

Four products. One ecosystem.

Your practice on autopilot

Commercial-grade optimisation engine

Built by an adviser.For advisers.

Simple, transparent pricing.