Financial services
Six workflows for advice firms and wealth managers.
From fact find to signed SoA, from fee disclosure to committee minutes. Each one pulls from the systems you run today, applies your licensee's rules and keeps the adviser in charge.
Statement of Advice generation
A draft in your template, built from your platform data.See page →Annual review packs
Twelve months of performance against the original goals.See page →ASIC reporting
Reportable situations and breach data in the format ASIC expects.See page →Client onboarding
Fact find to complete file, tracked.See page →Fee disclosure and consent
Statements generated, consent tracked.See page →Investment committee records
Meetings turned into decision records.See page →Also available once the first workflow is live
Advice file review
We run your licensee's checks across files before they reach your auditor, and flag missing disclosures and gaps in the best interests trail.