No working system in production by day 90? You don't pay for the sprint.Read the terms →

More time with clients. Less time on paperwork

We build AI into the SoA, review and fee-consent work your team does every week, then measure the hours saved against your own baseline. The adviser still signs every piece of advice.

Book a free auditSee what we build

For advice firms and wealth managers.

Statement of Advice generationAnnual review packsASIC reportingClient onboardingFee disclosure and consentInvestment committee records
The problem

Data in four systems. Rules in people's heads. Output a regulator will read.

Your team re-keys the same details between systems that don't talk to each other. Off-the-shelf AI can read a document. It can't apply your appetite rules, your licensee's checks or your authority limits, and it can't leave the audit trail you need.

Your systems, your rules, people's headsOne recorded outcome
The fixWe connect your systems, build your rules into the workflow, put a person at every decision, and keep a record of every output.
Financial services

Six workflows for advice firms and wealth managers.

View all financial services
Financial services

Statement of Advice generation

Fact find, platform data and your licensee's checks pulled into a draft in your template. The adviser reviews and signs.

Platform dataLicensee checksYour templateAdviser sign-off
See SoA generation →
Our view

Our clients don't need more AI hype. They need a clear strategy and outcomes they can point to.

We build for adoption and ROI, not impressive demos that gather dust.

How we work

Four steps, with the price range up front.

1 · Free audit$020 minutes

We rank your workflows by return and give you a one-page plan with a target against each.

2 · Sprint$15,000 to $25,000 AUD90 days

We record today's numbers, build the best workflow on your real data, and report results against them.

3 · Implementation$50,000 to $120,000 AUDAbout 3 months

Full production, your systems connected, staff trained, usage tracked.

4 · Retainer$8,000 to $15,000 AUD a monthOngoing

We keep it working, track usage and results, and keep your governance documents current.

No working system in production by day 90? You don't pay for the sprint.Read the terms →
Measured, not assumed

Your numbers before. The same numbers after.

See the baseline.Time, errors and volume recorded before we build.
Track the use.How many of your people use it each week.
Report the change.The same measures after go-live, in a plain report.
Included in every build

A person decides. A record is kept.

  • A person reviews and signs off every decision that matters
  • A record of the data behind every output
  • Client data stays in your approved environment and is never used to train models
  • Accuracy tested on your own past files before go-live
  • Compliance documents: AI register, data flow diagrams, oversight procedures, privacy impact assessment
  • Training for the people who will use it
Who we help

Two kinds of firm.

Pick yours to see its page.

MGAs and P&C brokers

High submission volumes, bordereaux, binders.

See insurance →

Advice firms and wealth managers

Independent practices on IRESS, Xplan or AdviserLogic.

See financial services →

Find out which of these is worth doing first, and what it's worth.

20 minutes. We tell you what AI can do in your business, what it can't, and what return to expect. No cost, no commitment.

Book a free workflow audit