Meeting + File Note Agent
Prepares meetings, structures conversations into complete file notes and returns decisions, actions, gaps and questions ready for review.
THE AGENTS BEHIND ADIAL
Not one bot. A coordinated specialist team for financial advice.
Adial brings together specialist agents that can support the operating work around advisers, paraplanners, client service teams and AFSL oversight. Each agent has a defined job, approved sources, permitted actions and clear human review points.
Specialist agent architecture
Adial can cover the advice journey without becoming generic.
The architecture is deliberately niched to financial advice. Instead of one agent receiving every task, specialist agents handle the work they are configured for, then coordinate through the same operating layer.
ADIALCoordinates the specialist teamFact Find + Data Agent
Converts approved client information into structured fact-find data, reconciles inconsistencies and prepares controlled system updates.
Strategy + Research Agent
Coordinates objectives, assumptions, modelling inputs and approved research so the adviser has organised evidence for strategy decisions.
SOA Build Agent
Brings together approved data, research, strategy direction and templates to prepare a Statement of Advice for professional review.
SOA Review + QA Agent
Reviews documents against configured requirements and supporting evidence, then returns findings, gaps and issues in a structured review pack.
Implementation Agent
Coordinates authorities, applications, provider follow-ups, outstanding requirements and completion evidence after advice is approved.
Ongoing Service Agent
Prepares annual reviews, tracks open actions, service history and client follow-up, and keeps the next advice conversation connected to prior work.
Compliance + Oversight Agent
Supports evidence-linked checks, exceptions, remediation and supervisory workflows for practices and AFSLs without removing human accountability.
Full workflow coverage
From the first meeting to the next review.
The value is not that every agent does more. It is that each specialist does the right part, then hands the work forward with the client context, evidence and approvals still connected.
Prepare
Meeting preparation, records and missing information.
Capture
File notes, decisions, actions and fact-find data.
Analyse
Strategy inputs, research and evidence coordination.
Build
SOA production, tailoring and document assembly.
Review
QA, compliance checks, exceptions and approvals.
Implement
Applications, authorities, providers and completion.
Service
Follow-up, annual reviews and ongoing client work.
Start with one agent. Grow into an operating layer.
A practice can begin with the workflow causing the most drag, then add specialist agents as value is proven and the operating model expands.
Map my first agent