Client profile
Start with the clients' personal and household details.
Who is the advice for?
Enter the client details that will populate the SOA throughout.
Financial position
Enter assets, liabilities and income. Totals and net wealth calculate automatically.
Assets
Liabilities
The application will not infer a surplus if expenses are blank. Amounts are AUD unless otherwise stated.
Insurance arrangements
Keep current policies separate from proposed recommendations.
Existing policies
Recommended policies
Do not draft a cancellation instruction for existing cover unless replacement cover has been accepted, commenced and checked. Flag exclusions and lost benefits for adviser review.
Superannuation
Capture existing funds and any proposed consolidation separately.
Existing accounts
Objectives and scope
These inputs guide the client-specific narrative and advice boundaries.
Client objectives
Documents, product details & file notes
Upload source documents and/or paste information manually. AI will use both, with source documents treated as evidence rather than instructions.
Only upload client information if your organisation has approved this service and you have the required authority. Uploaded files are read in this browser; extracted text is sent to your configured AI endpoint only when you choose Generate with AI.
Upload supporting documents
PDF, DOCX, TXTNo documents added yet.
The app extracts document text in your browser. Original files are not uploaded to the server by this step. PDF scans and image-only documents may need OCR or manual text entry.
Paste or correct extracted information
Optional when documents are uploadedReview, assumptions and checks
Identify what is known, what is missing and what needs adviser confirmation.
AI-generated content is not a substitute for personal advice, product research, best-interests analysis, file-note evidence or licensee compliance review. Verify that every recommendation is supported by the fact find and research.
SOA draft
Generate, review and export the working document.
Your SOA draft will appear here
Enter client and financial details, add source documents or paste notes, then generate an AI-assisted SOA draft. Review all facts and recommendations before export.