AdviserFlo

Robo-Advisors & Wealth Management

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This extensive, AI-powered advice management platform streamlines the end-to-end financial advisory process, from first client meetings to the signing of compliant Statements of Advice (SoA), by automating record transcription, fact-finding, advice drafting, document pre-filling, and digital signatures. Its key features include live meeting transcription in Australian English, automatic fact find and risk profile population, AI-generated advice documents aligned with Australian regulations, secure client portals for data collection and sharing, and built-in compliance scanning to ensure adherence to ASIC standards, all designed for Australian financial practitioners and advisory teams seeking efficiency, automation, regulatory compliance, and secure client data management.

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

The most similar products to AdviserFlo are:

Ahsuite Promoted → Dynamic Planner → Advisor Copilot → YourStake → Digital Wealth Solutions →

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Details

AdviserFlo Main Features

• Affordable Pricing
  Simple price at $129 AUD/month that includes all features, with no extra charges for team members.
• Easy Client Portal
  Clients have a single private link to upload documents, fill forms, view advice, and sign papers on their mobile or computer.
• Team Collaboration
  Invite team members, work together on shared clients and templates, and add seats as your practice grows.
• Built-in Calculators
  Run insurance, retirement, and cash flow calculations quickly, with results added to advice documents.
• Compliance Monitoring
  Every advice document is checked against ASIC rules, with warnings and pass rates visible to ensure compliance.
• All-in-One Advice Tool
  AdviserFlo combines meeting recording, transcribing, draft advice, client portal, and signatures in one tool.
• Australian Hosted & Built
  Hosted in Sydney, built for Australian advisers, with Australian English transcription and local standards.
• Role-Based Access & Export
  Control who sees what, and export client records or advice anytime, with daily backups and recovery options.
• No Replacement of Judgement
  AdviserFlo supports your advice process; you make all decisions and sign off on final documents.
• High Data Security & Privacy
  Data is stored in Sydney with encryption, aligned with Australian laws, and never used to train AI models.
• Client Management in One Page
  Create a complete client profile by uploading various documents; no manual data entry needed.
• Follow-up and Outstanding Items
  AdviserFlo automatically surfaces what’s pending after meetings and reminds you of deadlines.
• Form Filling & Document Mapping
  Automatically populate fillable PDFs like applications and forms using client data.
• Automatic Fact Find & Data Entry
  Clients complete their fact find and risk profile easily on a secure portal; data flows directly into the system.
• Meeting Recording & Transcription
  Record meetings live, upload audio, or paste transcripts; it transcribes in Australian English automatically.
• Drafting Statements of Advice (SoA)
  Use your template or ours; AdviserFlo automatically drafts each section from data and transcripts, checking for compliance.
• Workflow from First Meeting to Signed SoA
  Follow a simple 3-step process: meet, gather data, generate the SoA, and get signatures smoothly.

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