Pilot Programme · Limited Spots
AI Employee for Financial Advisors
A dedicated AI Operation Engine that handles the workflow around your advice: client onboarding, fact-find collation, SOA drafting, review tracking. Single-tenant on AWS Sydney. ASIC RG 255 aligned.
24 Australian practices run a dedicated AI with us
What an Advisor's AI Employee Does
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Client Onboarding
Collects fact-find documents, verifies IDs, sets up portal access, and prepares the engagement file. Every step logged.
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SOA Drafting
Drafts Statements of Advice from your templates, populated from the fact find. Format, structure, consistency. You review and approve.
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Annual Review Tracking
Tracks ongoing fee arrangements, sends review reminders, prepares review packs, and flags clients overdue for engagement.
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Compliance Filing
Assembles compliance files, indexes documents to ASIC requirements, prepares audit-ready exports.
Built Around the Regulatory Reality
Personal financial advice is regulated. The AI does the workflow; the advisor does the advice. Every action is logged, attributable, and reversible. Aligned with ASIC RG 255 (digital advice) and APRA CPS 234 (information security).
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ASIC RG 255
Workflows aligned with digital advice expectations.
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APRA CPS 234
Information security designed to APRA expectations.
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Human Sign-Off
No autonomous advice delivery. Ever.
Related Reading
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The AI Employee Pillar
Sovereignty, single-tenant architecture, finance industry roadmap.
Learn more → -
What Is an AI Employee?
Category guide. How an AI Employee differs from ChatGPT and Copilot.
Learn more → -
AI Employee for Accountants
Currently live. Xero, BAS, multi-client, white-label reporting.
Learn more → -
AI Employee for Auditors
Sampling, working papers, evidence review. Early access.
Learn more →
Apply for the Financial Adviser Pilot
Be among the first Australian advice practices to deploy a sovereign, audit-ready AI Employee.
Your books handled. Your team on advisory.
See a dedicated AI code and reconcile a real Xero or MYOB file in 30 minutes.
