Know the client before the room
Summarise prior advice, current position, goals, correspondence, service commitments, open tasks and missing information.
FOR FINANCIAL ADVISERS
Your advice work. Handled.
Adial prepares the information, records, comparisons, documents, tasks and review context around your advice so you can stay focused on the client, the strategy and the decisions only an adviser should make.
What Adial can prepare
The whole operating journey around your advice.
Start with one bottleneck or connect the complete workflow over time.
Reduce repeated entry
Structure approved client data, support data entry, detect gaps and contradictions, and route questions for confirmation.
Bring the evidence together
Coordinate product comparisons, research, modelling inputs, scenario outputs and client-specific advantages and trade-offs.
Prepare tailored advice documents
Assemble detailed client-specific drafting from approved templates, evidence and adviser instructions while preserving human approval.
Create an articulate record
Turn meeting material into a structured file note, decisions, advice scope, actions, owners and follow-up questions.
Keep the work moving
Manage reviewer feedback, versions, exceptions, authorities, applications, follow-ups and completion evidence.
Before the meeting
Bring together the client record, open tasks, prior advice, correspondence and missing information into one briefing.
After the meeting
Prepare a structured file note, actions, follow-ups, record updates and handoffs for review.
During advice preparation
Track fact gaps, research inputs, modelling dependencies, document components and exceptions.
During implementation
Coordinate authorities, applications, provider follow-ups, task status and outstanding evidence.
Between reviews
Monitor agreed service actions, client changes, workflow triggers and review readiness.
Micro clarity inside macro practice improvement.
Know the next action and the missing input.
Adial helps organise each meeting, file note, fact gap, advice dependency, implementation task and approval while keeping the adviser accountable for judgement.
See where capacity and quality are leaking.
Practice leaders can see recurring rework, stuck handoffs, overdue service actions, workload, data-quality themes and which workflows deliver the strongest improvement opportunity.
Price for the team that actually delivers the advice.
A useful planning benchmark is roughly seven operational users in an average surveyed practice: 2.3 working advisers and 4.5 support staff. High-performing firms may use 2.9 to 3.3 support staff per adviser. Adial discovery confirms the real roles, access and workflow volume before proposing a commercial model.
Professional judgement
Client relationships, strategy, modelling decisions, advice wording and approval remain human responsibilities.
Connected operations
Paraplanning, administration, implementation and review roles are included when mapping workflow and capacity.
One governed operating layer
Adial is priced at the practice or AFSL layer with separately measured usage/data, subject to the agreed scope.
Benchmarks are planning references from the 2021 Iress Advice Efficiency Survey and 2026 VBP research; they are not a substitute for the customer's actual staffing and software invoices.
Advice is human. The operating load does not have to be.
Let us map the part of your week that creates the most repeated work.
Show us the friction