FOR ADVISERS
Give time back to advice.
Reduce re-keying, chasing, administration and document handling while keeping professional judgement in your hands.
Explore adviser workflows →Advice Data Intelligence Automation Layer
The operating layer for
modern financial advice.
Adial connects the people, information, rules, AI agents and technology inside a financial-services organisation. It turns fragmented work into one controlled flow—helping teams move faster, retain human judgement and see the evidence behind every step.
Built by financial advisers
Configured around your firm
Human approval retained
ADIAL AUTOMATION LAYER CONNECTED
Your advice business
People, information, rules and systems
Adial intelligence
Firm-specific context and controls
Controlled workflows
Tasks, documents and evidence
✓
Adviser approval
Judgement stays with your people
Firm-built
not generic software
Connected
setup + integration
What Adial actually does
More than software.
A governed automation layer.
Adial learns how your organisation works, connects approved sources, coordinates specialist agents and moves work through controlled steps—without taking professional accountability away from people.
01
⌁
Unifies context
Brings approved information from documents, platforms and business systems into one usable operating context.
Explore integrations → 02◎
Understands your model
Reflects your people, templates, permissions, standards, terminology and client promise.
Meet your agent → 03⇄
Coordinates the work
Specialist AI agents prepare, check and progress defined tasks while people retain approval.
Meet the agents → 04◇
Makes control visible
Permissions, approvals, evidence, exceptions and oversight stay attached to the work.
Explore governance →One connected layer
Adial connects the operating model your technology cannot see on its own.
Your existing platforms remain where records and specialist functions live. Adial carries approved context, rules and evidence across them so work can progress as one governed journey rather than a collection of disconnected tasks.
See how Adial connects your stack ↗
PEOPLE + INFORMATION
ADIAL AUTOMATION LAYER
CONTROLLED EXECUTION
Documents
Tasks
CRM
Advice
Assurance
Reporting
Built for every level
Different needs. One connected platform.
FOR PARAPLANNERS
Improve briefs, throughput and QA.
Structure intake, surface missing evidence, coordinate production and reduce avoidable drafting rework.
Explore paraplanning workflows →FOR AFSLs
Turn standards into visible controls.
Govern approved agent skills, templates, permissions, review evidence and exceptions across your network.
Explore AFSL oversight →FOR INSTITUTIONS
Connect enterprise control to execution.
Scale approved capabilities across teams while retaining role boundaries, local context and audit evidence.
Explore institutional deployment →Built from lived experience
“We did not build Adial because advisers needed another app. We built it because we were advisers ourselves, and we were tired of watching good people lose their day to disconnected systems, repeated data entry and work that should flow.”Read our story ↗
01
Designed inside a working advice business
02
Built around real adviser frustrations
03
Tested against real workflows and controls
04
Created with advisers, not imposed on them
Start with your workflow
Show us where the friction lives.
We will map one high-value process, identify the systems and controls involved, and show what a personalised Adial agent could do.
✓ Discovery and workflow mapping
✓ Platform and integration architecture
✓ Personalised agent design