An AI agent for the paperwork behind good advice.
File notes, fact finds, advice drafts and renewals handled. You give the advice.
What is an AI agent for financial advisers?
An AI agent is a digital client service officer, not a chatbot. Give it a job, like writing up this morning's meeting or getting next week's reviews ready, and it does that job inside your email, calendar and planning software. When something needs an adviser, such as a change in a client's goals, it hands it to you.
Read the full guide to AI agents for financial-advisers · Will AI replace financial advisers?
What your AI agent takes off your advisers
The paperwork that keeps you away from clients.
An AI agent that writes up your file notes.
Every meeting written up the same day.
An AI agent that drafts the statement of advice.
Advice documents drafted around your strategy.
An AI agent that keeps fee renewals on time.
Every fee anniversary tracked, nothing missed.
An AI agent that prepares every review meeting.
Review packs and agendas ready days ahead.
An AI agent that collects the fact find.
Client data collected before the first meeting.
Software waits. An AI agent works.
Planning software stores the client data your team types in. Your AI agent does the work around it: it drafts the file note, chases the fact find, builds the advice draft around your strategy, prepares the review and tracks the renewal, then gives your advisers a short list to check and sign.
- Drafts only from what clients and advisers provided
- Follows your licensee's templates
- Never gives advice or chooses a product
- Logs every action for compliance
How your AI agent starts work
Working with your practice within two to three weeks.
Connect
Email, calendar, documents and planning software.
Teach
Your templates, file note style and licensee rules.
Work
Notes, fact finds, reviews and renewals each day.
Sign
Advisers decide and sign what matters.
How much paperwork time could your AI agent save?
0 hours a year back for clients and advice
An estimate based on your inputs, assuming the AI agent handles about 40 percent of the paperwork and advisers still decide every recommendation and sign every document. Book a demo for a figure based on your practice.
Book a demo
File notes done before you leave.
Most advisers write up meetings late in the day or not at all. Your AI agent drafts the file note from the meeting, records what the client said and what the adviser decided, and leaves it for you to check. Every action is logged and nothing reaches a client without an adviser.
Talk to usAn AI agent for financial advisers across Australia
Set up online for practices anywhere in Australia.
Questions about AI agents for financial-advisers
What is an AI agent for financial advisers?
An AI agent is a digital client service officer for an advice practice. It writes up file notes, collects fact finds, drafts advice documents, prepares reviews and tracks fee renewals, with advisers deciding every recommendation.
How is it different from planning software?
Planning software is where client data and models live. An AI agent does the paperwork around it and hands your advisers drafts to check and sign.
Who is Agentive Holdings for?
Australian financial advice practices, from self licensed independent advisers to practices with several advisers, paraplanners and client service staff.
Does it give financial advice?
No. It never gives personal advice, chooses a strategy or recommends a product. Advice stays with your licensed advisers.
Does it send documents to clients?
Only what an adviser has approved, such as a signed advice document or a routine request for missing information.
Is client information secure?
It works only in the systems you connect, logs every action and handles information under the Australian Privacy Principles.
How much does it cost?
A fixed monthly fee based on advisers and client numbers. Book a demo for a quote.