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Advice-Writer.ai

An industry-leading SoA in as little as an hour.

Advice-Writer.ai puts a team of up to 20 specialist AI agents on every matter — producing a current, compliant, industry-leading Statement of Advice in as little as an hour, with the adviser always in the reviewer’s seat.

The problem

Paraplanning is the bottleneck in most practices. Reading the file, building the strategy and drafting a compliant SoA can swallow days per matter.

What it does

20 specialist agents

A team of AI agents drawn from different LLMs each handle what they do best — extraction, strategy, drafting, compliance review.

SoA in about an hour

What took days of paraplanning is drafted, checked and assembled in as little as an hour, fed by Client-Base.ai with PII stripped.

Built for review

Every section arrives with a documented audit trail and a quality review, ready for the adviser to check and sign off.

Who it's for

Advice practices and paraplanners producing Statements and Records of Advice.

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