The integrated advice workflow inside PrimeSolve. Every step connected — fact find, meeting notes, modeller, SOA, compliance, and client delivery. Save 15.5 hours per advice engagement.
Every step powered by AI. Every step connected. Every step saving time — and saving your clients from bad advice.
Sage collects the client's full financial picture conversationally — before the first meeting. Voice, chat, or document upload. Super statements read automatically. Missing information chased automatically.
Record the meeting on any platform. Sage transcribes it, writes the file note in your voice, checks it against RG175, and extracts the SOA action items — all before you close your laptop.
The PrimeSolve optimisation engine runs across 200+ strategies and 600+ products simultaneously — generating the optimal recommendation set for this client's unique objectives, risk profile, and circumstances.
The AI generates a comprehensive, beautifully formatted Statement of Advice — drawing directly from the modeller output, meeting notes, and fact find. Your templates, your brand, your tone. Adviser reviews and approves.
Before the SOA leaves the practice, AI Compliance automatically reviews every section against RG175 — strategy relevance, risk profile consistency, fee justification, and disclosure completeness. Issues flagged with action plans attached.
Your client receives a beautiful interactive SOA. Sage — or your personalised AI avatar — walks them through the recommendations conversationally, answers questions, and guides them through signing. Your adviser available for anything complex.
Built specifically for the Australian advice process — not a generic document tool adapted for financial services.
Conversational fact find that completes itself. Sage collects data via voice or chat, reads uploaded documents, and chases missing information automatically.
Record any meeting on any platform. Sage transcribes, writes the file note in your voice, checks RG175 compliance, and extracts SOA action items — automatically.
200+ strategies, 600+ products, evaluated simultaneously. The mathematically optimal recommendation set for each unique client — not trial and error.
PrimeSolve uses your existing SOA templates — or you can import any template with Claire. Your brand, your tone, your compliance framework throughout.
Every SOA reviewed against RG175 before it leaves the practice. Strategy relevance, risk consistency, fee justification, and disclosure completeness — all checked automatically.
Your client receives a beautiful interactive SOA with Sage — or your personalised AI avatar — walking them through every recommendation. Advice they actually understand.