Finley / Your AI advice workspace
Move client
work forward.
Bring client records, source documents and everyday advice work together. Use Finley to understand information, prepare drafts and keep the next steps in view.
For financial advisers, paraplanners and advice teams.
AI-assisted preparation. Professional judgement stays with you.
Built around your working day
From client context
to your next draft.
Keep the client, the evidence and the task together. Finley supports the work that happens before, during and after an advice meeting.
Understand the client information.
Use Finley Chat to explore the selected client’s information and supporting documents. Ask focused questions and inspect source passages where available.
- Client and household records, goals and fact finds
- A client document library with selected evidence
- Conversations shared with authorised team members
Get everyday drafting underway.
Use Finley Work and the drafting tools to prepare written outputs from client context and your instructions, then review and refine the wording.
- File notes, advice scopes and follow-up emails
- Records of Advice and engagement documents
- Word export and saved document copies
Build an SOA with a clear brief.
Bring the relevant evidence into the SOA Workspace. Review objectives, scope and proposed advice before refining the draft document.
- Relevant source documents and advice inclusions
- ProductRex research, insurance and projection scenarios where applicable
- Draft review, targeted revisions and Word export
Keep the next steps in view.
Organise client work into projects and tasks, and track paraplanning requests as they move through your practice’s workflow.
- Project stages, responsibilities and due dates
- Assigned work across clients in My Tasks
- Paraplanning requests and review status
Available workflows depend on your access and practice setup. We can walk through the relevant features in a demo.
A practical place to start
Your first useful
piece of work.
Start with a familiar task, such as preparing a file note from a meeting transcript. Keep the brief focused and check each step as you go.
Explore the Finley Tips guides →- 01
Choose the client and evidence.
Open the correct client, check the saved information, then select the ready documents relevant to the task.
- 02
Tell Finley what you need.
Describe the purpose, audience and output. Include confirmed instructions and ask Finley to flag missing information or conflicting sources.
- 03
Review and refine the draft.
Check names, ownership, dates, figures and source context. Resolve questions and request specific changes while keeping unconfirmed matters visible.
- 04
Save, export and complete your checks.
Confirm that the document has saved and inspect the exported copy. Complete any separate client-record action and your practice’s approval process.
AI assistance. Human accountability.
Your expertise
stays central.
Finley helps prepare the work. Your team remains responsible for the facts, the advice and the decisions that follow.
Check the evidence behind the answer.
Source references help you inspect relevant passages. Selected passages are not a complete audit of every document. Review the original material when context matters.
Keep decisions and assumptions clear.
Distinguish recorded facts, client instructions, research alternatives and the adviser’s final recommendation. Treat projection results as illustrations under stated assumptions.
Review before you rely.
AI-generated content can contain errors or omissions. Review and approve drafts through your practice’s processes before issuing advice or using the output.
Get comfortable, one workflow at a time
Practical help
when you need it.
Finley Tips walks through client records, documents, drafting and advice workspaces, with useful checks along the way.
A simple learning path.
- Get started and find the correct client
- Upload documents and select the evidence
- Prepare and review a first draft
- Explore SOAs and specialist workspaces
Before you get started
A few useful answers.
Who is Finley designed for?
Finley supports financial advisers, paraplanners and advice teams working with client information and advice preparation. Book a demo to discuss your practice’s responsibilities, workflow and access needs.
What is the difference between Finley Chat and Finley Work?
Use Finley Chat to ask questions about the selected client and evidence. Finley Work supports preparing and revising a written output. The SOA Workspace provides a separate workflow for preparing a Statement of Advice.
Does a draft automatically update the client record?
A saved document copy and a saved client-record change are separate actions. Some drafting workflows attempt to save a Word copy to client Documents. Check the save result and use the relevant record action when you intend to update the client file.
Can I issue an SOA straight after generation?
The output is a draft for professional review. Check the evidence, client circumstances, recommendations, calculations, fees, disclosures and exported document, then complete your practice’s approval process before issue.
How should we assess data handling before onboarding?
Read our privacy policy and discuss product-specific access, storage, retention and AI processing with our team. Confirm your practice’s requirements before uploading client information.
Where can I confirm pricing and what is included?
Book a demo to confirm current pricing, access, onboarding and the workflows included for your practice.
See Finley with
your workflow in mind.
Bring a task you want to improve and your questions about setup. We’ll walk through how Finley could support your team.