Advisly

Robo-Advisors & Wealth Management

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This extensive platform functions as an AI-driven virtual assistant for Australian financial advisers, streamlining the entire advice workflow from initial client meetings to signed Statements of Advice (SOAs). Its key features include automated transcription and note-taking, AI-generated advice documents based on integrated data such as fact finds and meeting transcripts, customizable client portals for secure data collection, digital signatures, and built-in compliance checks aligned with Australian regulatory standards, all designed to improve efficiency, reduce manual effort, and ensure data security. It caters to financial professionals, paraplanners, and advisory teams seeking to improve client engagement, automate routine tasks, maintain compliance, and manage client records seamlessly within a secure, Australian-hosted environment.

Advisly can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Advisly are:

Ahsuite Promoted → Advisor Copilot → Digital Wealth Solutions → YourStake → Digital Clipboard →

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Details

Advisly Main Features

• Form Filling
  Fill out forms automatically by dropping in PDFs; Advisly maps fields and completes forms for super, insurance, and bank forms.
• AI Co-Adviser
  Advisly is an AI tool that helps Australian financial practices from the first meeting to the signed advice so they can work faster and better.
• Client Portal
  Clients get a simple, mobile-friendly link to fill out their fact find, upload documents, and view advice securely.
• Drafting SOAs
  Advisly can write the full Statement of Advice (SOA) by pulling information from meetings, fact finds, and risk profiles, saving time.
• Easy Workflow
  The system guides you from meeting to signed SOA in four steps: meet, fill in fact find, generate SOA, and get clients to sign.
• One Client File
  All information about each client is stored in one simple page, including facts, meeting notes, SOAs, and documents.
• Team Collaboration
  You can invite team members, share clients and templates, and work together in the same workspace.
• Security and Privacy
  All client data is stored securely in Sydney using bank-grade encryption and is never used to train AI models.
• Complete Data Control
  You can export all your data at any time, with daily backups and options to recover information if needed.
• Recommendation Building
  Advisly helps you draft advice quickly, with AI suggestions, inline editing, and built-in compliance checks.
• Affordable and Automated
  Advisly offers more AI features at a lower price compared to other tools, with automation built in to save time.
• Built for Australian Work
  The SaaS is designed specifically for Australian rules, using Australian English and hosting in Sydney with strict privacy standards.
• Automatic Recording and Transcription
  It records meetings, transcribes conversations in Australian English, and saves notes automatically.

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