Statements of Advice that take hours. Compliance forms across disconnected systems. Clients whose wealth grows while they forget their planner. StitchAI automates the admin so your team focuses on advice.
Every Statement of Advice is hours of manual work — pulling data from multiple systems, formatting templates, cross-checking product recommendations. Your planners spend more time writing than advising.
AFSL obligations, regulated disclosure documents, and audit trails managed across disconnected platforms. One missed step and you're exposed.
Client meetings generate action items and decisions that never make it into XPLAN or your system of record. Critical context lives in handwritten notes that nobody can find.
Clients experience wealth jumps — inheritance, property sale, business exit — but forget they have a financial planner. No systematic way to identify and re-engage them before a competitor does.
You need both client service advisors and financial planners to service each client. Admin work inflates headcount, and neither role is doing their highest-value work.
From first inquiry through to annual review — AI agents handle every operational step so your team focuses on client relationships.
Drafts Statements of Advice from structured fact-find data. Templates are compliance-checked, product recommendations cross-referenced, and the output formatted for planner review — not planner creation.
Tracks AFSL obligations, generates regulated disclosure documents, and maintains audit trails across every client interaction. Your compliance team reviews exceptions, not every file.
Records and transcribes client meetings, extracts action items and key decisions, and logs everything to your system of record. No more handwritten notes that disappear after the meeting.
Triggers annual reviews with pre-populated summaries, sends milestone touchpoints, and monitors for life events that warrant outreach. Your clients feel managed, not forgotten.
Identifies former clients whose circumstances have changed — inheritance, property settlement, business growth — and generates personalised re-engagement campaigns. Revenue that walked away, systematically recovered.
Categorises and routes inbound communications — new inquiries, compliance notices, platform updates, client requests — so your team starts every day with a clean, prioritised inbox.
No rip-and-replace. StitchAI sits over your existing tools and connects the workflows between them.
See your financial planning practice through AI eyes. Book a 20-minute demo and we'll map your advice lifecycle to our agent framework — no obligation, no pitch deck.