From fact-find to annual review, one advice practice.
Advice is a relationship that runs for years — fact-finds, SOAs, ongoing service, annual reviews, fee disclosure, and best-interests evidence at every step. ZiplineOS runs the whole engagement on one platform, so your team spends its time advising, not administering.
For financial planning practices who want to scale client relationships without drowning in review cycles and compliance paperwork.
The advice is the easy part. The paperwork isn't.
Every ongoing client is a recurring cycle of preparation, review, and evidence. Multiply that across the book and the practice runs you, not the other way around.
Review cycles run on reminders
Annual reviews, ongoing service, and fee disclosure all have dates that matter. Managing them in a calendar and a spreadsheet doesn't scale past a handful of clients.
Fact-finds and documents scatter
Client information comes in over email, forms, and phone calls, then lives in different places. Prepping for a review means reassembling the client from scratch.
Best-interests evidence is fragile
File notes, the basis for advice, and consent are only as good as the discipline of whoever recorded them — and that's exactly what a review will test.
The tech stack fights you
A CRM here, a document tool there, an e-sign service, a fee system — none of them share data, so the practice spends its margin on admin and reconciliation.
The advice relationship, on one platform.
ZiplineOS models advice the way you deliver it — an ongoing engagement, not a one-off transaction — with compliance captured as a natural part of each step.
Best interests, evidenced before the audit asks.
Rules watch every file for missing SoAs, fee disclosure, and CPD gaps and surface them in one inbox — so nothing is reconstructed the week before a review.
Your whole practice, on one record.
Deploy what you need now and grow into the rest. Every module shares the same client relationship.
Client relationships
CRM module
A single, complete view of every client, household, and interaction across the life of the relationship.
Fact-find & review portal
Collect module
Branded, password-free portals for fact-finds, review prep, and document collection — straight to the client record.
Best-interests evidence
Compliance module
Capture file notes, basis for advice, and consent, monitored by a configurable rule library with a full audit trail.
Review & disclosure automation
Broadcast module
Automated annual-review and fee-disclosure journeys so ongoing service runs on time, at scale.
Advice fee management
Invoicing module
Raise and record ongoing and fee-for-service advice fees against each client, connected to the rest of their data.
Practice reporting
Telemetry module
Live dashboards on reviews due, ongoing-service health, and revenue — the state of the practice at a glance.
More time advising. Less time evidencing.
Hours back every week
Stop re-keying the same client details across five systems. Capture once, and it flows through every part of the process.
Compliance you can evidence
Enforced steps, file notes, and a full audit trail on every file — so when someone asks who did what and when, you have the answer in seconds.
Your clients' data stays in Australia
Client records, documents, and financials are hosted on Google Cloud in Sydney — built for the Privacy Act and Australian data-sovereignty expectations.
One platform, not twelve tabs
CRM, document collection, workflows, compliance, and reporting share the same data. No connectors, no overnight syncs, no copy-paste.
Questions from Financial Planners
Scale your advice, not your admin.
ZiplineOS is live. Get started today and run fact-find to annual review — and every compliance obligation — on one platform, hosted in Australia.
From $129/month · no credit card to start
Rolling out across a larger team? Talk to our team.