An AI agent for Brisbane financial advisers.
File notes, fact finds, reviews and renewals handled. You give the advice.
For Brisbane financial advisers
South East Queensland attracts many people moving from interstate, including retirees heading for the coast. An AI agent collects their fact finds and statements by email, books video reviews and keeps their files up to date wherever they live.
Many Queensland clients are retirees on the Gold Coast and Sunshine Coast who prefer video meetings. Your AI agent books those reviews and sends the pack beforehand.
What your AI agent takes off your plate
An AI agent that writes up your file notes.
Every meeting written up the same day.
An AI agent that drafts the statement of advice.
Advice documents drafted around your strategy.
An AI agent that keeps fee renewals on time.
Every fee anniversary tracked, nothing missed.
Also: an ai agent that prepares every review meeting, an ai agent that collects the fact find.
Questions from Brisbane financial advisers
Do you support practices on the Gold Coast and Sunshine Coast?
Yes. Setup is online for practices anywhere in Queensland.
Can it handle clients who have moved interstate?
Yes. It works by email and video, wherever the client lives.
See your AI agent handle a real advice week
A 20 minute online demo for Brisbane financial advisers, and a fixed monthly quote.
Book a demo