Advice-Writer.ai puts a team of up to 20 specialist AI agents on every matter, producing a current, compliant Statement of Advice in as little as an hour, with the adviser always in the reviewer’s seat.
The problem
What it does
Email in, SoA out
Send the request and documents to the intake address. Questions come back by email or SMS, and the finished SoA arrives as a Word document.
Start from your template
Send your licensee's mail-merged SoA and it removes out-of-scope strategy modules, fills the gaps and tailors the rest, leaving client data and approved wording as merged.
Checked before it ships
Balances, fees and holdings are reconciled to the request; anything that doesn't reconcile is held and asked about, never guessed.
Recently shipped
- New templated lane: works from your mail-merged SoA and cuts it to scope, instead of composing from scratch.
- Delivery gates hold any document where a balance, fee or holding doesn't match the request.
- Share recommendations carry the house Basis of Advice from Share-Advice.ai; product detail comes from a current PDS library.
- Client files are purged 30 days after delivery, with the audit trail kept.