An AI agent for Melbourne financial advisers.
File notes, fact finds, reviews and renewals handled. You give the advice.
For Melbourne financial advisers
Melbourne is home to several of the country's largest super funds, and many Melbourne clients come to an adviser with questions about super and retirement. An AI agent prepares the review packs and paperwork so advisers can spend that time with them.
Many Victorian practices are small independent businesses with one or two advisers. Your AI agent gives them the support of a client service officer without another full time hire.
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 Melbourne financial advisers
Do you support regional Victorian practices?
Yes. Practices in Geelong, Ballarat, Bendigo and beyond are set up online.
Can it help with retirement reviews?
Yes. It prepares review packs with balances and changes for the adviser to discuss.
See your AI agent handle a real advice week
A 20 minute online demo for Melbourne financial advisers, and a fixed monthly quote.
Book a demo