Discover Our AFSL Tech Solutions
Overview of Our Products
Your Statement of Advice Review Assistant (SARA).
SARA is an AI powered AFSL Compliance Assistant, built to assist in the pre-vet of advice documents.
SARA is NOT like other compliance solutions! SARA is different - because the technology uses Artificial Intelligence (AI), SARA is able to understand the clients objectives, relevant circumstances and the recommendations provided.
A simple, low cost, advice tech alternative.
Instead of building a complicated all in one advice beast, we broke advice down into a 'suite of integrated apps'.
All 6 apps are included in one simple subscription:
✔️ Projects App
✔️ Revenue App
✔️ Fact Find App
✔️ Clients App
✔️ Service Agreements App
✔️ AFSL Compliance App
Meet Finley, your personal AI financial adviser, who combines cutting-edge technology with human-like understanding to provide personalised financial guidance.
We understand that every AFSL is different. As a result, we have created a highly customisable solution that can be easily tailored to your business.
As part of our solution, we deliver comprehensive Xplan Wizards and Templates, directly to your Xplan site. Once the solution is in your site, it can be easily configured to your needs.
📃 Fact Find
📃 Engagement Letter
📃 Statement of Advice
📃 Record of Advice
📃 Fee Disclosure Statement
📃 Annual Review