THE TECHNOLOGY BEHIND ADIAL

The intelligent layer behind the work.

Adial sits between the instruction and the task, coordinating approved information, specialist skills, connected systems and human control points through one operating layer.

Scroll to explore the technology

01 · THE OPERATING MODEL

The work stops feeling fragmented.

A user gives one instruction. Adial coordinates the authorised steps around it, connects the right information and systems, and returns structured work with the review points still intact.

Prepare tomorrow's client review, update the record and return anything that needs my approval.

Financial Adviser AFSL Paraplanner

Google Workspace Salesforce CRM

CRM •••and more

Connect

Bring together the approved client context and source material.

Coordinate

Route the work through the right skills and permitted systems.

Hold

Surface exceptions, missing information and review points.

Return

Deliver the completed work, evidence and actions in one place.

02 · FOUR TECHNOLOGY LAYERS

Built to coordinate, not just answer.

The value is not a single response. It is the way the technology can organise the work around that response across a controlled workflow.

01 · OPERATING LAYER

One layer across the workflow.

Adial can orchestrate specialised skills, information and permitted system actions while keeping the adviser or authorised professional at the decision and approval points that matter.

02 · LIVE INTELLIGENCE

Current information when the work needs it.

Where enabled, Adial can research current public online sources, including regulator, government, legislative and other approved sources, as part of a controlled workflow.

03 · CONNECTED SYSTEMS

Work across the tools the practice uses.

Adial can be configured to work with supported advice, CRM, document, communication and productivity systems. Available connections depend on the organisation's configuration and controls.

04 · GOVERNED EXECUTION

Automation with control points.

Permissions, source evidence, exceptions and human review points can be built into the workflow so repeatable work can move without removing professional judgement or final approval.

LIVE INTELLIGENCE

Current information can become part of the workflow.

When live research is enabled, Adial can search current public online sources and bring relevant information into the task. That can support regulation checks, research, document preparation and review using current sources rather than relying only on static internal content.

Regulator sourcesGovernment sourcesLegislative sourcesApproved web research

ASICGovernmentLegislationApproved sources

03 · FINANCIAL ADVICE IN PRACTICE

The technology becomes tangible when it touches real advice work.

A detailed meeting record can be structured into a fact find and prepared for Xplan. Approved strategy and evidence can flow into an advice build. An existing advice document can be checked against configured requirements and its supporting evidence.

MEETING NOTE → FACT FIND

Structure the record and prepare the data.

Turn a detailed meeting note into a structured fact find, identify gaps and prepare confirmed information for controlled Xplan entry.

SOA BUILD

Coordinate the advice build.

Bring together approved client data, research, strategy direction, templates and workflow controls to prepare a Statement of Advice for professional review and approval.

SOA REVIEW

Review the advice against its evidence.

Check an advice document against configured requirements, source evidence and defined controls, then surface inconsistencies, missing information and review items.

04 · BEYOND THE DOCUMENT

Approved advice can become a better presentation experience.

Once the advice content is approved, Adial can assist with restructuring that content into supported presentation formats such as interactive browser experiences or presentation decks while keeping the approved advice record as the source.

Advice designed to be understood.

PATENT PENDING TECHNOLOGY

More than one technology layer is being protected.

Advicedial has filed Australian provisional patent applications relating to technology used across the broader Adial operating model. The filings cover different technical problems and should not be read as a statement that every Adial feature, workflow or outcome is itself patented.

01 · ADVICE ASSEMBLY + EVIDENCE LINEAGE

Controlled assembly from source evidence to an exact target revision.

This architecture brings source artefacts into a manifest, extracts and types their state, binds evidence to a controlled source set, applies a document schema and dependency graph, composes the output, and controls patches against an exact target revision.

Source artefactsEvidence + stateDependency graphCompositionExact revision

Advice application: supports controlled document assembly, traceability, SOA Build and evidence-bound review workflows.

02 · REVISION-BOUND FIDELITY + RELEASE

Verify the exact document that is about to be released.

The system binds an exact source-document revision to a structural fingerprint, converts and renders a target artefact, aligns source structures with target regions, detects semantic and visual discrepancies, and can withhold release while blocking discrepancies remain.

Source revisionFingerprintTarget renderDiscrepancy checkRelease proof

Financial advice application: can support verification of Statements of Advice, including release-critical recommendations, monetary tables, risk statements, fee disclosures, warnings and authority blocks.

Australian provisional patent applications filed. Patent pending.
Filing a provisional patent application does not mean a patent has been granted. The eventual scope of any patent rights is determined through the applicable examination and grant process.

Trade marks

Adial™ and Advicedial™ are trade marks for which Australian trade mark applications have been filed.