# Agentive Holdings

> Agentive Holdings is an AI agent for financial advisers in Australia. It writes up file notes from what was said in client meetings, sends and collects fact finds and spots gaps, drafts statements of advice and records of advice around the strategy the adviser has chosen, prepares packs and agendas for annual review meetings, and tracks ongoing fee arrangement anniversaries so disclosure and consent renewal paperwork goes out on time. It never gives personal financial advice, never chooses a strategy or product and never sends advice to a client. The licensed adviser decides every recommendation and signs every document.

## What the AI agent does
- [An AI agent that writes up your file notes](https://agentiveholdings.com/services/file-notes/): A file note records what was discussed with a client, what information they gave and what the adviser decided or agreed to do. With your permission, the Agentive Holdings AI agent takes the meeting recording or the adviser's rough notes and drafts a clear file note in your format, listing actions and follow ups. It records only what was said. The adviser checks and edits the note before it is saved to the client file.
- [An AI agent that drafts the statement of advice](https://agentiveholdings.com/services/statement-of-advice/): A statement of advice is the document an adviser gives a retail client when providing personal advice, setting out the advice, the reasons for it, and any fees and conflicts. The Agentive Holdings AI agent drafts it in your licensee's template from the fact find, the file notes and the strategy and recommendations the adviser or paraplanner has already decided. It never chooses the strategy. The adviser checks, edits and signs it before it reaches the client.
- [An AI agent that keeps fee renewals on time](https://agentiveholdings.com/services/fee-renewals/): Clients in an ongoing fee arrangement must give their written consent each year for fees to continue, and the disclosure that goes with it has changed with recent reforms, so many practices still search for the fee disclosure statement. The Agentive Holdings AI agent tracks each client's anniversary date, drafts the disclosure and renewal consent paperwork in the format your licensee requires, chases signatures and warns the adviser well before a deadline.
- [An AI agent that prepares every review meeting](https://agentiveholdings.com/services/review-meetings/): A client review meeting is the regular check in where the adviser and client look at progress, changes in the client's life and whether the advice still suits. The Agentive Holdings AI agent books the meeting, asks the client to confirm any changes beforehand, pulls together the last file note, current balances and open actions, and prepares an agenda with questions for the adviser. The adviser runs the meeting and decides on any change to the advice.
- [An AI agent that collects the fact find](https://agentiveholdings.com/services/fact-find/): A financial planning fact find records a client's personal details, income, expenses, assets, debts, super, insurance, goals and attitude to risk, so the adviser can understand their situation before giving advice. The Agentive Holdings AI agent sends new clients your fact find, collects answers and statements, checks them against each other, flags gaps or conflicts and has a clean summary ready for the adviser's first meeting.

## Guides
- [AI agent for financial advisers: a practical guide](https://agentiveholdings.com/ai-agent-for-financial-advisers/)
- [Will AI replace financial advisers?](https://agentiveholdings.com/will-ai-replace-financial-advisers/)

## Common questions
- What is an AI agent for financial advisers? An AI agent is a digital client service officer for an advice practice. It writes up file notes, collects fact finds, drafts advice documents, prepares reviews and tracks fee renewals, with advisers deciding every recommendation.
- How is it different from planning software? Planning software is where client data and models live. An AI agent does the paperwork around it and hands your advisers drafts to check and sign.
- Who is Agentive Holdings for? Australian financial advice practices, from self licensed independent advisers to practices with several advisers, paraplanners and client service staff.
- Does it give financial advice? No. It never gives personal advice, chooses a strategy or recommends a product. Advice stays with your licensed advisers.
- Does it send documents to clients? Only what an adviser has approved, such as a signed advice document or a routine request for missing information.
- Is client information secure? It works only in the systems you connect, logs every action and handles information under the Australian Privacy Principles.
- How much does it cost? A fixed monthly fee based on advisers and client numbers. Book a demo for a quote.

## Locations
- [AI agent for financial advisers in Sydney, NSW](https://agentiveholdings.com/locations/sydney/)
- [AI agent for financial advisers in Melbourne, VIC](https://agentiveholdings.com/locations/melbourne/)
- [AI agent for financial advisers in Brisbane, QLD](https://agentiveholdings.com/locations/brisbane/)
- [AI agent for financial advisers in Perth, WA](https://agentiveholdings.com/locations/perth/)
- [AI agent for financial advisers in Adelaide, SA](https://agentiveholdings.com/locations/adelaide/)

## Contact
- Book a demo: https://agentiveholdings.com/book/
- Email: hello@agentiveholdings.com