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Antler
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2024
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News
The Honest XPlan Alternative Guide for Australian Advisers (2026)
Most XPlan alternative guides skip the real question: whether you should leave XPlan at all. A balanced Australian guide to the five reasons firms switch, the realistic option for each, and when staying put is the right call.
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Report
What Is AI Paraplanning? An Australian Adviser's Guide
AI paraplanning is software that automates the paraplanner's core tasks: research, strategy modelling, and draft-document production, while the adviser stays responsible. A plain-English Australian definition, with a worked example and the governance line
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Report
Will AI Replace Financial Advisers?
AI is not replacing financial advisers. It is replacing non-AI advisers with AI advisers. Three outcomes named, with the data behind each.
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Report
Claude Is Eating the Financial Advice Stack
Half the apps an advice firm pays for now do work Claude does in one window. Anthropic has been shipping into financial services on a roughly monthly cadence since mid-2025. Here is what survives the category collapse.
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Report
AI Financial Advice Is a Layer, Not a Product
Most AI tools sold to advice firms close one step. The advice function ends five steps later. Buy by layer, not by category, or end up paying for three subscriptions and one half-finished workflow.
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Report
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