An AI agent that drafts the statement of advice.
Advice documents drafted around your strategy.
In short
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.
Sound familiar?
- Days spent building each document
- Copy and paste errors from old files
- Advice delayed waiting for paraplanning
How your AI agent does it
Gather
Fact find, file notes and the adviser's strategy.
Draft
The document in your licensee's template.
Flag
Missing reasons, fees or client details.
Sign
The adviser checks, edits and signs.
What changes for your practice
- Advice delivered sooner
- Fewer copy and paste errors
- Consistent documents across advisers
- Paraplanners free for strategy checks
Questions
Can an AI agent write a statement of advice?
It can draft one around the strategy the adviser has decided, in your template. The adviser is responsible for the advice and signs the document.
Does it decide the strategy?
No. The adviser or paraplanner decides the strategy and recommendations. The agent only builds the document around them.
Can it draft a record of advice?
Yes. Where the adviser decides a record of advice is appropriate, it drafts that too for the adviser to check.
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 keeps fee renewals on time.
Every fee anniversary tracked, nothing missed.
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.
