Advice businesses don’t struggle to grow. They struggle to handle the work that comes with it.

Halosoft removes the rework holding your practice back — so you can take on more clients, deliver better advice, and scale without burning out your team.

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See How It Works

Trusted by leading Australian Financial Planning practices

Our Story

We've lived the problems.
And built the solutions.

THE PROBLEM

Growth created more work, not more capacity

Halosoft began inside Direct Wealth, an Australian Financial Planning practice that grew rapidly — and hit the same wall every scaling practice hits: the advice process wasn’t broken, but it couldn’t keep up.

Every new client meant more meetings, more documents, more rework. Advisers were spending more time on administration than on advice.

See how it works

THE SOLUTION

Not another tool.
An operating system.

The tools available either processed documents in isolation or required advisers to do the work themselves.

Halosoft learns your practice, accumulates client intelligence over time, and orchestrates the entire advice production process autonomously.

Request a demo

Our Story

We've lived the problems.
And built the solutions.

THE PROBLEM

Growth created more work, not more capacity

Every new client meant more meetings, more documents, more rework. Advisers were spending more time on administration than on advice.

See how it works

THE SOLUTION

Not another tool.
An operating system.

The tools available either processed documents in isolation or required advisers to do the work themselves.

Halosoft learns your practice, accumulates client intelligence over time, and orchestrates the entire advice production process autonomously.

Request a demo

Solutions

One platform. Every step of advice production.

From the first client meeting to the final Statement of Advice — Halosoft connects every part of your process so nothing falls through the cracks.

Meeting Intelligence

Stop taking notes. Start building intelligence.

Halosoft captures every client meeting, structures the conversation automatically, and adds it to a growing client knowledge base. Your advisers leave every meeting ready to act — not ready to type.

AI-powered meeting capture and file noting

Automatic organisation of client data

Searchable client intelligence database that grows over time

Advice Production

From meeting to advice document — without the admin.

Halosoft pre-populates your paraplanning requests, compliance checklists, and advice documents from the client intelligence it has already gathered. Less rework. Faster turnaround.

Pre-populated paraplanning request forms

Compliance-aligned document generation

Client ready documents in minutes

Advice Orchestration

The operating system your advice process has been waiting for.

ODIN, Halosoft’s AI orchestration engine, infers what advice will be needed from accumulated client context — then generates and executes the steps to get there. Autonomously.

Infers advice direction from client history

Generates next best steps calibrated to licensee and practice preferences

Executes tasks autonomously with human-in-loop confirmation

Solutions

One platform. Every step of advice production.

From the first client meeting to the final Statement of Advice — Halosoft connects every part of your process so nothing falls through the cracks.

Meeting Intelligence

Stop taking notes. Start building intelligence.

AI-powered meeting capture and file noting

Automatic organisation of client data

Searchable client intelligence database that grows over time

Advice Production

From meeting to advice document — without the admin.

Halosoft pre-populates your paraplanning requests, compliance checklists, and advice documents from the client intelligence it has already gathered. Less rework. Faster turnaround.

Pre-populated paraplanning request forms

Compliance-aligned document generation

Client ready documents in minutes

Advice Orchestration

The operating system your advice process has been waiting for.

ODIN, Halosoft’s AI orchestration engine, infers what advice will be needed from accumulated client context — then generates and executes the steps to get there. Autonomously.

Infers advice direction from client history

Generates next best steps calibrated to licensee and practice preferences

Executes tasks autonomously with human-in-loop confirmation

Your partner in security and data protection.

Halosoft is built for the Australian Financial Planning industry. Your client data is protected with bank-grade encryption and stored with full transparency and control.

SOC 2 aligned infrastructure (local & global standards)

Certified to global financial services security frameworks, including ISO 27001

Built to integrate with your existing compliance stack

Your partner in security and data protection.

Halosoft is built for the Australian Financial Planning industry. Your client data is protected with bank-grade encryption and stored with full transparency and control.

SOC 2 aligned infrastructure (local & global standards)

Certified to global financial services security frameworks, including ISO 27001

Built to integrate with your existing compliance stack

Who we work with

Built for ambitious
Financial Planning practices

Practices that have grown beyond what manual processes can handle. They’re not struggling — they’re scaling. And they need an operating system that scales with them.

The domain-specific knowledge of the Halosoft team means their platform brings genuine structure to our client conversations, turning those interactions into the foundation for client-ready advice generation. The result is a consistent, intelligent starting point for paraplanning that meaningfully reduces time and improves output quality.
Rob Pyne
Managing Director HPH Solutions
Halosoft has become an invaluable part of our advice process. It helps our team save time on administration, improve consistency across client interactions, and focus more of our energy on delivering quality financial advice. The efficiency gains have been significant, and the platform continues to evolve in ways that genuinely support our business.
Nathan Barns
Director Barns Financial Services
Meeting Ally has fundamentally changed my approach to file-noting since I adopted it in late 2025. It delivers on its promise — onboarding required no changes to existing processes or systems, and the value was apparent from the first recording. Client feedback has been consistently positive, with many finding the notes useful for their own record-keeping.
Stephanie Ferguson
Partner Webster Wealth
Meeting Ally has been one of the most impactful technology initiatives we've implemented. It has transformed how our advisers work, dramatically reducing administrative effort while improving the quality and consistency of our records. The additional capacity we've created across the business has been substantial.
Stuart White
General Manager Direct Wealth, Pentagram

Advice businesses don’t struggle to grow. They struggle to handle the work that comes with it.

We've lived the problems.
And built the solutions.

Growth created more work, not more capacity

Not another tool.
An operating system.

We've lived the problems.
And built the solutions.

Growth created more work, not more capacity

Not another tool.
An operating system.

One platform. Every step of advice production.

Stop taking notes. Start building intelligence.

From meeting to advice document — without the admin.

The operating system your advice process has been waiting for.

One platform. Every step of advice production.

Stop taking notes. Start building intelligence.

From meeting to advice document — without the admin.

The operating system your advice process has been waiting for.

Your partner in security and data protection.

Halosoft is built for the Australian Financial Planning industry. Your client data is protected with bank-grade encryption and stored with full transparency and control.

Halosoft is built for the Australian Financial Planning industry. Your client data is protected with bank-grade encryption and stored with full transparency and control.

Your partner in security and data protection.

Halosoft is built for the Australian Financial Planning industry. Your client data is protected with bank-grade encryption and stored with full transparency and control.

Built for ambitious
Financial Planning practices

`Less rework. More capacity.`

`Less rework. More capacity.`

Advice businesses don’t struggle to grow. They struggle to handle the work that comes with it.

We've lived the problems.And built the solutions.

Growth created more work, not more capacity

Not another tool.An operating system.

We've lived the problems.And built the solutions.

Growth created more work, not more capacity

Not another tool.An operating system.

One platform. Every step of advice production.

Stop taking notes. Start building intelligence.

From meeting to advice document — without the admin.

The operating system your advice process has been waiting for.

One platform. Every step of advice production.

Stop taking notes. Start building intelligence.

From meeting to advice document — without the admin.

The operating system your advice process has been waiting for.

Your partner in security and data protection.

Halosoft is built for the Australian Financial Planning industry. Your client data is protected with bank-grade encryption and stored with full transparency and control.

Halosoft is built for the Australian Financial Planning industry. Your client data is protected with bank-grade encryption and stored with full transparency and control.

Your partner in security and data protection.

Halosoft is built for the Australian Financial Planning industry. Your client data is protected with bank-grade encryption and stored with full transparency and control.

Built for ambitiousFinancial Planning practices

We've lived the problems.
And built the solutions.

Not another tool.
An operating system.

We've lived the problems.
And built the solutions.

Not another tool.
An operating system.

Built for ambitious
Financial Planning practices