Personalised Financial Advisor
Advisors spend hours preparing each statement of advice. This agent analyses client data and generates draft recommendations for review, turning hours of prep into minutes.
About Personalised Financial Advisor
The Problem
Preparing a statement of advice or a portfolio review for a single client can take hours. The advisor pulls data from multiple systems, runs projections, checks that recommendations comply with best interest duty obligations, and writes up the advice document. Multiply that across a book of clients and advisors end up spending most of their week on document preparation rather than face-to-face advice. In Australia, the regulatory environment after the Hayne Royal Commission means the documentation burden is higher than ever, and cutting corners is not an option.
How It Works
The agent connects to your client management and portfolio platforms, pulling in each client’s current holdings, income, goals, and risk profile. It generates draft recommendations based on your approved product list and investment philosophy, including superannuation optimisation strategies, insurance needs analysis, and retirement projections. The output is a draft advice document that the advisor reviews, adjusts, and personalises before presenting to the client. The advisor stays in control of the advice but skips the hours of manual data gathering and number crunching.
Scaling Quality Advice
The advice gap in Australia is well documented. Fewer advisors serving more clients means the ones still practising need to work more efficiently without dropping quality. This agent does not give advice. It prepares the groundwork so qualified advisors can give better advice to more people. It works with platforms like Morningstar Advisor Workstation and Envestnet. If your advisory practice is capacity-constrained, our AI agent development team can help you find where automation makes the biggest difference.
Key software integrations
The systems this agent typically reads from and writes to. We integrate 800+ tools, so a different stack is rarely a problem.
What a build like this costs
Agent builds typically start at around $10,000 AUD depending on scope, and we scope every build to pay for itself. If the numbers do not stack up for your volume, we will tell you before you spend anything.
FAQs
Personalised Financial Advisor: common questions
What finance and insurance services teams ask before building an agent like this.
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Talk to us about building this agent
Tell us how your finance and insurance services business handles this today and we’ll come back with what a personalised financial advisor would take to build, and what it would save.
Need Personalised Financial Advisor for your Finance and Insurance Services business?
Tell us how you handle this today. We’ll scope what it would take to build, and what it would save.
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