Meet the AI agents transforming how advice is done.
Overview of Our Products
You didn't become a financial adviser to spend your days entering data into a CRM.
Most CRMs are built to store records. Finley is built to move work forward.
Finley reimagines the client relationship from the ground up — placing AI at the centre of how advice actually gets done. Tell Finley what you need: a file note, a paraplanning brief, a Statement of Advice. It handles the heavy lifting so you can focus on what matters most — your clients.
This isn't a smarter CRM. It's a completely different way to work.
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.
Your RCTI and Invoice Management Agent
RIMA is an adviser pay run and RCTI reconciliation agent designed to manage the flow, reconciliation, and processing of Recipient Created Tax Invoices (RCTIs) and adviser revenue data.