One platform. A focused tool for every part of advice.
Adviser Technology builds software for Australian financial advice practices — AdviserOS at the core, and a dedicated product for clients, commissions, reviews, referrals, workflow, KPIs, insurance and the business itself.
Built by the creator of CDM Solutions. One login, one platform, nine focused tools.
One advice practice. Many moving parts. Instead of forcing it all into a generic CRM, we build a focused product for each one — and connect them through a single platform built only for advisers.
AdviserOS is the operating system. Every other product is a dedicated way in.
Everything we've built for advice practices.
Each site below is a live product. Visit any of them to see it in detail, or book one demo and we'll show you how they work together.
AdviserOS
The operating system for financial advisers. Connect clients, policies, investments and revenue in a single platform — the successor to SyncAdviser and the core that every other product plugs into.
Visit AdviserOS ↗AdviserCRM
The CRM built specifically for financial advisers — clients, reviews, opportunities, referrals and workflows in one central platform, designed around the way advisers actually work.
AdviserCommissions
Commission reconciliation software for Australian advisers and risk practices. Automatically reconcile commissions, track clawbacks, and recover the revenue you're owed.
AdviserReviews
Automate client review cycles and ongoing-service schedules so every client is serviced on time — with FDS & opt-in tracking and a due/overdue dashboard.
AdviserReferrals
Referral tracking for growth-focused advisers. Know exactly who refers, nurture those relationships and measure referral revenue — more clients from people who already trust you.
AdviserWorkflow
Advice process automation for advice firms. Automate onboarding, SOA workflow, review cycles and staff task allocation — less admin, and nothing falls through the cracks.
AdviserKPI
Mission control for your practice. Live KPI dashboards tracking adviser productivity, revenue, client growth and targets vs actuals — so principals always know their numbers at a glance.
InsuranceAdviserCRM
A CRM built only for life and risk advisers. Track policies, drive the underwriting pipeline, manage commissions and claims, and never let a case slip between application and in-force.
AdvicePracticeManager
Run your advice practice like a business. A calm executive overview of profitability, team capacity, the value of your client book and compliance — built for principals and owners.
Start anywhere. Grow into the platform.
Every product stands on its own — but they share one client record, one login and one platform, so adding the next is effortless.
Pick the problem you feel most
Commissions, reviews, referrals, KPIs — start with the one product that solves today's biggest headache.
It runs on AdviserOS
Each tool is powered by the same platform, so your clients, policies and revenue stay in one place — never re-keyed.
Switch on more as you grow
Add the next product whenever you're ready. One login, one data set, one team — no migration, no double entry.
See the suite built around your practice.
Tell us how you work and we'll tailor a walkthrough — start with one product or see how the whole platform fits together.