An AI agent that keeps fee renewals on time.
Every fee anniversary tracked, nothing missed.
In short
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.
Sound familiar?
- Renewals tracked in a spreadsheet
- Consents missed and fees stopped
- Hours chasing client signatures
How your AI agent does it
Track
Every arrangement and anniversary date.
Draft
Disclosure and consent paperwork.
Chase
Signatures with polite reminders.
Warn
The adviser before any deadline.
What changes for your practice
- No missed renewals
- Fees that continue only with consent
- Less chasing for client service staff
- A clear record for your licensee
Questions
Can an AI agent prepare fee disclosure statements?
It drafts the disclosure and renewal paperwork in your licensee's format. The adviser checks it before it goes to the client.
Does it stop fees when consent lapses?
It warns the adviser and the team before a deadline and lists any lapsed arrangement, so your people can act.
Does it keep up with rule changes?
Your licensee sets the templates and rules, and the agent follows them. When the rules change, you update the template.
More work your AI agent does
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 prepares every review meeting.
Review packs and agendas ready days ahead.
An AI agent that collects the fact find.
Client data collected before the first meeting.
