Built for financial advisers

The layer that powers
advice.

Advicedial presents Adial, your advice agent and intelligent automation layer. Adial sits between Financial Advisers, AFSLs and Paraplanners and the technology they already use, turning data, documents and workflows into controlled, intelligent outcomes.

See how it works What ADIAL is
Built by advisersConfigured to your standardsHuman approval retained
ADIAL WORKSPACEFile Notes Management
#file-notes-managementMeeting notes and client file-note workflow
Adial agent Adial · active
Y
YOU

Turn today’s meeting notes into the client file note, capture the decisions and actions, identify anything missing, and return it ready for my review.

Adial
ADIAL

Understood. I’ll structure the meeting note into the client file, capture decisions and accountable actions, flag anything missing and return the file note for your approval.

AdialADIAL LIVE
Meeting notes, client file and workflow connected
ADIAL is working
  1. ✓Meeting context and source notes checkedCOMPLETE
  2. ✓Client file structure and required fields loadedCOMPLETE
  3. 3Client-specific file note being draftedWORKING
  4. 4Adviser review and approval requiredQUEUED
Adial
ADIAL

The file note is prepared with decisions, actions and open questions clearly marked. Review and approve it before it is finalised.

Message ADIAL

＋B↗@

Xplan   Documents   Workflow

Meet Adial

People + Intelligence

The layer that powers advice.

Advicedial sits between you and your software, transforming your data, documents and workflows into intelligent outcomes.

Works with your existing software. Adds intelligence. Automates the work.

Financial AdviserAFSLParaplanner
Adial A
Xplan HubSpot Docusign Microsoft 365Microsoft 365 GoogleGoogle Workspace Salesforce CRMCRM •••and more

Works with your existing software. Adds intelligence.
Automates the work.

See it in action
Save timeLess admin.
More clients.
Better adviceMore complete
data and insights.
Stay compliantBuilt for the
advice industry.
Stronger teamsAdvisers, AFSLs
and paraplanners
connected.

A brighter financial future

PUT YOUR OWN NUMBERS THROUGH IT

Turn repeatable work into a number your team can actually discuss.

Use your own assumptions to see how much annual team time is tied up in repeatable administration and workflow activity. This is an illustrative planning tool — not an industry benchmark or guaranteed saving.

Change every input to match your own practice, team or operating model.
ANNUAL REPEATABLE HOURS1,536hours across 48 working weeks
ANNUAL TIME COST$107,520hours × loaded hourly cost
POTENTIAL CAPACITY TO REDIRECT614hours based on your selected percentage
ILLUSTRATIVE CAPACITY VALUE$43,008value of redirected time — not guaranteed cash saving
THE PROMPT
“Turn today’s meeting notes into the file note, update both fact finds and prepare the Xplan wizard.”
Asked once in the adviser’s own workspace
THE EXECUTION TRACE

See the work, not just the answer.

01

Meeting record structured

The discussion, decisions, advice scope, actions and open questions are organised into the file note.

FILE NOTE · COMPLETE
02

Facts reconciled

The adviser copy and Xplan fact find are compared with approved sources; gaps and conflicts are surfaced.

VALIDATION · COMPLETE
03

Xplan work prepared

Confirmed data and wizard inputs are prepared with source evidence and controlled update points.

XPLAN PACK · COMPLETE
04

Human approval retained

The adviser receives every gap, proposed update and approval action before sensitive changes proceed.

ADVISER APPROVAL · REQUIRED

Tell ADIAL

One message. ADIAL gets the workload moving.

Tell ADIAL the outcome once. It can work across your approved software to correlate information, fill and update records, download and share documents, summarise evidence and progress the next controlled step. Your team receives the completed work, open questions and approval points in one place.

Explore every service by role
ADIAL SERVICE SELECTORDRAG OR SELECT
SELECTED MODE

Meeting management and file notes

Adial prepares meetings, assembles the client context and turns conversations into complete file notes, questions and accountable actions.

PREPARESClient-ready workflow + actionsHuman review required before use

The agents behind Adial

One Adial. A specialist agent team built for financial advice.

Adial is not one general chatbot trying to do everything. It is an operating layer made up of specialist agents, each configured for a defined part of the advice journey. They can coordinate across the same client record, approved systems and controls so work moves from meeting preparation through advice production, implementation and ongoing service.

Adial A ADIAL One governed operating layer
01

Meeting + File Note Agent

Prepares meetings, structures detailed notes, captures decisions, actions and missing information, and returns the file note ready for review.

02

Fact Find + Data Agent

Turns approved meeting information into structured fact-find data, reconciles gaps and prepares controlled entry into Xplan and connected systems.

03

Strategy + Research Agent

Organises objectives, assumptions and modelling inputs, coordinates approved research and assembles the evidence needed for adviser decisions.

04

SOA Build Agent

Coordinates approved client data, strategy direction, research and templates to prepare an advice document for professional review and approval.

05

SOA Review + QA Agent

Checks the advice document against configured requirements and supporting evidence, surfaces inconsistencies and returns structured review findings.

06

Implementation Agent

Coordinates authorities, applications, provider follow-ups, outstanding requirements and completion evidence after advice is approved.

07

Ongoing Service Agent

Brings together service history, review preparation, open actions, client communications and follow-up so the next review starts with context intact.

08

Compliance + Oversight Agent

Supports evidence-linked checks, exception tracking, remediation and review workflows while keeping human responsibility and approval points visible.

01Preparemeeting + client context
02Structurefacts + evidence
03Buildstrategy + advice
04ReviewQA + compliance
05Progressimplementation + service

Full workflow coverage without turning Adial into a generic business tool. Every agent remains focused on the operating work around professional financial advice, with scope, permissions and human approval configured for the practice.

See how the agent architecture works

For advisers

See what ADIAL can do for your advice work.

ADIAL connects your current software, data and approved workflows so more of the client journey can move from one clear instruction.

01

Meeting management + file notes

Prepare the meeting, capture decisions, create file notes and assign follow-up actions.

02

Fact find + data entry

Collect, reconcile and enter approved client information into Xplan and connected systems.

03

Strategy preparation

Organise objectives, assumptions, research, modelling inputs and adviser direction.

04

SOA build

Build the advice document from approved templates, evidence and strategy.

05

Tailor + refine the SOA

Turn a merged draft into client-specific wording and coordinate reviewer changes.

06

Annual review preparation

Bring together changes, open actions, service history and missing information before any review.

07

Client emails + follow-up

Review or create emails, send through approved channels and chase missing information.

08

Compliance + completion

Check defined requirements, preserve evidence and keep implementation moving to closure.

What Advicedial is

One operating layer connecting all the systems your business already uses.

Xplan and your existing platforms remain systems of record. ADIAL sits across them as the command and coordination layer. Tell ADIAL what needs to happen and it collects approved context, progresses controlled tasks, prepares outputs and shows people exactly what needs judgement, without forcing the team to hunt across platforms.

01

Connect the context

Bring together approved client information, correspondence, templates, research, workflow rules and prior advice.

02

Prepare the work

Structure data, surface gaps, coordinate comparisons and prepare tailored documents and briefings.

03

Control the handoffs

Route tasks, questions, versions and exceptions between advisers, paraplanners, administrators and reviewers.

04

Preserve the evidence

Keep sources, checks, reviewer findings, approvals and remediation connected to the work.

Connected ecosystem

One operating layer across the systems that already run the firm.

ADIAL can coordinate approved data and workflow across advice, document, communication, signing and work-management platforms. The connection method and permitted actions are confirmed for each deployment.

Xplan Explore Xplan Microsoft 365 Outlook Microsoft Teams SharePoint OneDrive Google Workspace Slack Fireflies.ai Annature HighLevel HubSpot
Explore the connected ecosystem

A named product does not imply a live integration, partnership or endorsement.

Security and cyber protection

Advice businesses hold identity, health and financial data. That makes weak everyday controls a real business risk.

The exposure is rarely one dramatic failure. It is usually shared accounts, access that was never removed, client documents copied across inboxes and drives, staff using unapproved AI tools, weak integration credentials and no reliable record of who accessed or changed what.

ADIAL does not make those risks disappear. It gives the practice a controlled operating layer that reduces unnecessary data movement, limits what each user and workflow can access, and creates evidence when work is performed.

WHERE PRACTICES ARE EXPOSED
  • Client data spread across email, local devices, shared drives and disconnected platforms
  • Shared passwords, broad administrator access and permissions that outlive the staff member
  • Documents uploaded to public AI tools without an approved privacy or data handling process
  • Manual copying between systems with no dependable audit trail
  • Integrations and service accounts that are rarely reviewed or rotated
  • No tested response plan when an account, device or supplier is compromised
WHAT THE ADIAL MODEL PROVIDES
  • Named user identity, role based access and least privilege permissions
  • Approved connections to source systems so less client data is copied into uncontrolled locations
  • Encryption in transit and at rest where supported by the selected hosting and integration stack
  • Action logs, source links, version history and approval records for review
  • Human approval gates before sensitive writes, advice decisions and final release
  • Environment separation, secrets management, monitoring, testing and controlled change

USERNamed access, MFA or SSO where available, role permissions and accountable actions.

WORKFLOWOnly the approved data, systems and actions required for that command.

PRACTICECentral controls, audit evidence, access reviews, monitoring and incident procedures.

AFSLApproved standards, oversight evidence, exception handling and controlled deployment across practices.

Security remains a shared responsibility between Advicedial, the customer, connected technology providers and authorised users. Final controls depend on the agreed architecture, hosting, integrations and customer policies. We verify the proposed control set before deployment and do not claim a certification or guarantee that has not been independently established.

BASELINE INCLUDED

Core agent security comes with every Adial plan.

Practices that need expanded monitoring, access governance and assurance can add an enhanced security package from A$1,500 setup plus A$1,000 per month ongoing.

Compare security options

How it works

The complete adviser journey.

Move from preparation to advice and ongoing service without repeatedly finding, re-keying and handing off the same information.

CHOOSE YOUR VIEW

Adial assists with controlled preparation, coordination and quality checks. Appropriately licensed and authorised people retain responsibility for advice, strategy, modelling conclusions and final approval.

One platform for advice operations

What changes for you?

FOR ADVISERS + PRACTICES

More client time. Less operating drag.

Walk into meetings prepared, turn conversations into complete records and move advice from fact find to approval with fewer repeated handoffs.

See the adviser journey

FOR PARAPLANNERS

Cleaner briefs. Faster production. Better QA.

Find missing inputs earlier, apply each firm’s templates and standards, coordinate research and return review-ready advice with evidence attached.

See the paraplanner journey

FOR AFSLs + LICENSEES

Standards that operate inside the work.

Control approved templates and capabilities, monitor advice-file review, track exceptions and remediation, and see network-level patterns with drill-down evidence.

See the AFSL control layer

FOR INSTITUTIONS

Governed scale across teams and systems.

Deploy bounded capabilities across business units while respecting permissions, approval points and local operating models.

See enterprise deployment

Built from lived experience

“We built Adial because good advice should not depend on how many times a team can re-key the same information or chase the same missing document.”
Meet the people behind Adial
01Designed inside a working advice business
02Configured around the firm’s own templates and controls
03Introduced through bounded workflows and acceptance tests
04Built to strengthen people - not remove accountability

Clear starting prices

Start focused. Keep everything you already have as you grow.

Each plan carries the foundation of the plan before it. The difference is simple: more governed skills, more connected systems and a wider operating layer as your team needs it.

STARTER · 5 SKILLSUP TO 5 CONNECTED SYSTEMS

Prove value quickly

A$990 / monthA$4,900 one-time implementation

Your starting foundation

  • 5 pre-built governed skills
  • Up to 5 connected systems
  • Core configuration + onboarding
  • Named-user access
  • Approval points + activity evidence
  • Standard support + quarterly review
See Starter in detail
GROWTH · 10 SKILLSUP TO 10 CONNECTED SYSTEMS

Connect the core journey

A$1,690 / monthA$7,900 one-time implementation

Everything in Starter, plus

  • Core configuration + onboarding
  • Named-user access + approvals
  • 10 governed skills
  • Up to 10 connected systems
  • Cross-skill routing + hand-offs
  • Broader journey coordination
See Growth in detail
SCALE · 20 SKILLSUP TO 15 CONNECTED SYSTEMS

Run the advice workflow

A$2,790 / monthA$12,900 one-time implementation

Everything in Growth, plus

  • Routing, hand-offs + approvals
  • Named-user access + evidence
  • 20 governed skills
  • Up to 15 connected systems
  • Management + exception views
  • Priority support
See Scale in detail
COMPLETE · 30 SKILLSUP TO 20 CONNECTED SYSTEMS

One operating layer

A$3,990 / monthA$17,900 one-time implementation

Everything in Scale, plus

  • Workflow orchestration + evidence
  • Management + exception views
  • 30 governed skills
  • Up to 20 connected systems
  • Advanced control views
  • Two annual catalogue reconfigurations
See Complete in detail

The value carries forward. Moving up a plan does not replace the previous foundation. It extends it. Connected-system limits describe capacity, not a requirement to use every connection.

AFSL CONTROL

Multi-firm governance

TailoredScoped to entities, controls, evidence and deployment

Discuss AFSL Control
CUSTOM

Build around your environment

Custom quoteFor unusual workflows, integrations, institutions or deployment models

Request a custom option

Indicative Australian pricing, excluding GST. Data/AI usage, third-party licences, vendor fees, travel, qualified human review, bespoke skill development and custom integrations are additional where applicable. Final scope and fees are confirmed in writing.

Start with your workflow

Show us where the work slows down.

We will map one high-value journey, identify the systems and controls involved, and show how a personalised Adial environment could improve it.

Workflow and pain-point mappingPlatform and integration architectureClear proposal and tailored quote

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