Agentic Advice · PrimeSolve

The advice platform that
thinks for itself.

Australia's most sophisticated advice modelling engine — combined with AI-powered paraplanning, file notes, and agentic automation. Built for advisers who want to advise, not administer.

Book a demo See the modeller ↓
200+
Strategies optimised simultaneously
600+
Super, pension & investment products
1,000+
Insurance plans compared
100%
Best interest automated
The advice modeller

Before and after. For life.
Across every tax entity.

Full cashflow projections to life expectancy — across superannuation, pension, investments, insurance, debt, and tax entities simultaneously. Not year by year. The whole picture.

Pre-determine or optimise
Advisers can manually enter recommendations or let PrimeSolve automatically generate the optimal set. Full control either way.
Multiple entities, one model
Projections run across individual, super, pension, company, trust, and SMSF entities simultaneously — no manual reconciliation between models.
Multi-year optimisation
Strategies evaluated across the client's full lifetime horizon — property purchases, contribution strategies, and pension commencements assessed in full context.
Rank and prioritise objectives
When goals conflict, advisers rank objectives by importance. The model protects high-priority goals first using penalty functions — always acting in the client's best interest.
Multiple scenario comparison
Create multiple models side by side. Compare aggressive vs conservative strategies, early vs late retirement, different product combinations — all in one view.
Objectives attribution
See exactly how each objective impacts the overall model. Greater transparency into the trade-offs between retirement income, debt reduction, insurance, and estate planning.
PrimeSolve Modeller — Williams Family
Optimised
Client objectives — ranked by priority
Retirement income
Priority 1 · David 60 · Sarah 62
$95k/yr
Mortgage elimination
Priority 2 · $380k remaining
Age 58
Education funding
Priority 3 · 2 children
$40k/yr
Projected net wealth — Before vs After optimisation
Retirement income
✓ Achieved
Net wealth uplift
+$420k
Strategies
14 applied
The optimisation engine

Not trial and error.
The mathematically optimal answer.

Unlike standard modelling software that requires the adviser or paraplanner to generate recommendations manually, PrimeSolve automatically determines the optimal combination of strategies and products for each unique client.

200+
Strategies evaluated simultaneously per client
600+
Products across super, pension, wrap & bonds
Global
Optimum found — not just a local best
100%
Best interest automated and documented
Unique product universe per advice group
Optimisation runs across each advice group's approved product list — not a generic market universe. Recommendations are always within the group's approved scope.
Client objectives drive every recommendation
The unique combination of objectives, risk profile, and circumstances for each client shapes the output. No two optimised models are the same.
Plain English rationale — always
Every recommendation generated by the engine is explainable. Which objective it serves, why it was chosen over alternatives, and what the client's outcome would be without it.
Stress test & best interest

Isolate every recommendation.
Prove every decision.

Every SOA is accompanied by a comprehensive stress test report. PrimeSolve removes each recommendation from the model, re-runs it, and measures the impact against a proprietary best interest scorecard.

The stress test doesn't just show you the final answer — it shows you why every recommendation matters. Remove the super consolidation and see exactly how much worse the retirement outcome becomes. Remove the insurance and see the income protection gap.

Each recommendation is assessed against PrimeSolve's proprietary best interest scorecard — giving compliance teams clear, documented evidence that every piece of advice served the client's ranked objectives.

This is what ASIC expects and what your compliance team needs. It's generated automatically — no extra work required.

Stress test — Williams Family SOA
14 strategies tested
Super consolidation
+$142k
Salary sacrifice increase
+$98k
Investment reallocation
+$74k
Income protection cover
Risk ↓
Remove life insurance
-$210k
Best interest scorecard — 94/100 · All objectives addressed
Strategy & product coverage

Every discipline.
One platform.

PrimeSolve covers the full spectrum of Australian financial advice — from superannuation strategy to estate planning, insurance, and Centrelink optimisation.

Superannuation
Contribution strategies, consolidation, salary sacrifice, non-concessional, transition to retirement, SMSF structuring, bring-forward rules.
Retirement & Pension
Account-based pension, sequencing risk, drawdown strategies, Centrelink optimisation, pension phase transition, longevity planning.
Insurance
Comprehensive risk comparison across 1,000+ group and retail plans. Life, TPD, income protection, trauma — optimal cover with switching justification.
Tax & Investment
Tax-effective structuring across entities, investment bond strategies, wrap platform optimisation, CGT management, negative gearing analysis.
Debt & Cash Flow
Mortgage elimination strategies, debt recycling, offset account optimisation, cash flow modelling integrated across all entities and objectives.
Estate Planning
Binding death nominations, testamentary trusts, superannuation estate, inter-generational wealth transfer modelled across life expectancy projections.
AI-powered file notes

Record it. Transcribe it.
SOA ready.

Every client meeting captured, transcribed, and structured automatically. File notes flow directly into the SOA production process — no manual data entry, no information lost between meeting and advice document.

01
Record the meeting
Record any meeting on any platform — Teams, Zoom, phone, or in-person. Upload the recording or connect directly via calendar integration.
02
AI transcribes and structures
The recording is transcribed and the AI extracts key information — objectives discussed, decisions made, action items, and any compliance-relevant statements.
03
File note generated
A structured, compliant file note is generated in your style — timestamped, linked to the client record, and checked against RG175 compliance requirements.
04
Flows into SOA production
Meeting content, objectives, and client instructions flow directly into the AI Paraplanner SOA process — eliminating the gap between advice conversation and advice document.
File notes — Williams Family
3 notes
Meeting — Teams
26 May 2026 · 10:30am
Annual review — retirement strategy discussion
David confirmed retirement target remains age 60. Discussed accelerating salary sacrifice to maximise super balance. Client expressed concern about insurance premiums — reviewed TPD cover. Sarah raised education costs for James (currently Year 9).
Super strategy Insurance review Education funding AI transcribed
Email
24 May 2026
Client confirmed rollover authority signed
David confirmed he has signed the rollover authority for the AustralianSuper to Macquarie transfer. Expecting processing within 10 business days.
Implementation Rollover
RG175 compliance check — both notes passed · No disclosure gaps detected
What's next

The platform keeps getting smarter.

These features are in active development. The platform you're using today is the foundation.

Coming Soon
Agentic CRM
A full practice management platform with an AI agent running beneath it. Client records, matter pipeline, task management, and annual review tracking — all driven by Sage.
Client and matter management
Automated review triggers and sequences
Sage morning briefing — overnight actions completed
Natural language workflow automation
Coming Soon
Implementation Agents
Once the SOA is signed, agents handle the entire implementation process — generating tasks, lodging forms, chasing product providers, and updating you with a morning briefing.
Auto-generated implementation task lists from SOA
Outbound calling to super funds and insurers
Automated follow-up and chase sequences
Implementation tracking and completion logging
Coming Soon
AI Client Insights
Intelligent analysis across your entire client base — identifying opportunities, risks, and service gaps before they become problems. Practice-wide intelligence, not just individual client views.
At-risk client identification
Opportunity detection across the book
Revenue gap and service gap analysis
Practice benchmarking and performance analytics
Coming Soon
Smart Communications
AI-drafted emails with full client context, automated meeting scheduling, and intelligent follow-up sequences. Every communication personalised, compliant, and sent at the right time.
AI email drafting with client record context
Automated meeting scheduling and reminders
FDS and opt-in delivery sequences
Birthday, review, and milestone communications

See it on a real
client scenario.

Book a 30-minute demo. Bring a client file and we'll run the optimisation engine live — so you can see exactly what PrimeSolve finds that your current software misses.

Book a demo
No obligation. No sales pitch. Just the platform on your data.