The paperwork after the meeting, done before you are back at your desk.
Three managed agents built for South African financial planning practices. Advisers approve everything; the admin does itself.
Three agents, one practice.
WhatsApp in, record out
Advice Recorder
The meeting ends, the adviser WhatsApps a photo of their handwritten notes, and a compliant draft record of advice comes back for sign-off.
- Adviser WhatsApps a photo of handwritten meeting notes
- Reads the handwriting, extracts decisions and reasons
- Drafts the FAIS record of advice in your house format
- Runs a compliance gap check, flags gaps instead of guessing
- Returns the draft for sign-off, files it on approval
One report per client
Client Report Builder
Provider statements stop being a filing chore and become one branded, review-ready report per client, grounded in what was actually discussed.
- Collects provider statements as they arrive in the inbox
- Reads the figures and checks them against the client record
- Weaves in what was actually discussed at the last review
- Builds one branded consolidated report per client
- Sends to the adviser for approval before any client sees it
Pays for itself
Fee Recovery
Every provider remittance is checked line by line against the agreed fee schedule, and the money you were owed but never chased gets chased.
- Imports provider fee remittances every month
- Compares every line against the agreed fee schedule
- Flags shortfalls, missing payments and stale valuations
- Drafts the chase to the provider for one-click approval
- Sends a weekly digest of what was recovered
The adviser gives the advice; the agents record, report and reconcile. Every document goes to the adviser for approval before it is filed or sent. See also our AI Paralegal for legal practices and the broader AI agents overview.
Straight answers.
Does the agent give financial advice?
No. The agents record, report and reconcile. Advice remains with the licensed adviser: the Advice Recorder drafts the record of an interaction that already happened, and every output goes to the adviser for review and sign-off before it is used (FAIS General Code of Conduct s9).
How does the WhatsApp intake work?
The adviser WhatsApps a photo of their handwritten notes to a dedicated number after the meeting. The agent transcribes the handwriting faithfully, flags anything illegible rather than guessing, drafts the record of advice, and returns it with a compliance gap check.
Is client data safe?
Data handling is POPIA-aware by design. Client data moves between your WhatsApp channel, the agent platform (30-day retention, not used for model training under the commercial terms we operate on) and your own practice systems. Nothing is ever sent to a client without adviser approval.
What does "compliance gap check" mean?
Each draft record of advice is checked against the section 9 requirements: basis for advice, products considered, recommendation and reasons, risks and fees discussed, replacement disclosures, client decision. Anything the notes do not evidence is flagged as a gap for the adviser to complete, never filled in with plausible text.
Which providers and formats do the report and fee agents handle?
Statements and remittances in PDF, spreadsheet or CSV from the major South African platforms and insurers. During setup we calibrate against your actual provider mix and your fee schedules.
What does it cost?
A setup fee plus a managed monthly fee per practice. Fee Recovery routinely finds more than it costs. Founding practices get early access pricing with no long contracts. Request a demo and we will quote for your practice size.
Bring one meeting's notes to the demo.
WhatsApp us a photo of real (or redacted) meeting notes and watch the draft record of advice come back while we talk. No obligation, early access pricing for founding practices.
Request a demo