Meet the AI agents transforming how AFSL advice gets done.
Overview of Our Products
You didn't become a financial adviser to spend your days entering data into a CRM.
Most CRMs are built to store records. Finley is built to move work forward.
Finley reimagines the client relationship from the ground up — placing AI at the centre of how advice actually gets done. Tell Finley what you need: a file note, a paraplanning brief, a Statement of Advice. It handles the heavy lifting so you can focus on what matters most — your clients.
This isn't a smarter CRM. It's a completely different way to work.
Your Statement of Advice Review Assistant (SARA).
SARA is an AI powered AFSL Compliance Assistant, built to assist in the pre-vet of advice documents.
SARA is NOT like other compliance solutions! SARA is different - because the technology uses Artificial Intelligence (AI), SARA is able to understand the clients objectives, relevant circumstances and the recommendations provided.
A simple, low cost, advice tech alternative.
Instead of building a complicated all in one advice beast, we broke advice down into a 'suite of integrated apps'.
All 6 apps are included in one simple subscription:
✔️ Projects App
✔️ Revenue App
✔️ Fact Find App
✔️ Clients App
✔️ Service Agreements App
✔️ AFSL Compliance App
We understand that every AFSL is different. As a result, we have created a highly customisable solution that can be easily tailored to your business.
As part of our solution, we deliver comprehensive Xplan Wizards and Templates, directly to your Xplan site. Once the solution is in your site, it can be easily configured to your needs.
📃 Fact Find
📃 Engagement Letter
📃 Statement of Advice
📃 Record of Advice
📃 Fee Disclosure Statement
📃 Annual Review