Compliant SOAs in hours, not weeks
AI-assisted Statement of Advice generation for Australian financial planners. Focus on the advice — let us handle the compliance boilerplate.
Built for the 16,000 Australian financial advisers who survived the Royal Commission — and need to serve more clients with less overhead.
The problem
The average SOA takes 15-20 hours to produce and costs $5,000+. The average fee charged? $3,000. The maths doesn't work.
Auto-populate compliance sections
Ingests your fact-find data and generates the regulatory boilerplate — the 90% that's for the auditor, not the client.
Built-in ASIC compliance checking
Every SOA section validated against current regulatory requirements. Tracks legislative changes automatically.
Focus on actual advice
You write the strategic recommendations. We handle the rest. Cut SOA production from 15+ hours to under 5.
Join the waitlist
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