AI managed services for Australian advice firms

The AI team your advice practice is missing.

We build custom AI applications and workflows inside your own Microsoft tenant, connected to your client data, so your advisers spend less time on file notes and CRM updates and more time with clients.

Book a discovery callSee how it works

Your tenant · Your templates · Data stored in Australia

Your Microsoft tenantData stored in Australia
Custom apps for your practiceTEAMS · OUTLOOK · WEBCopilot StudioAGENTSPower AutomateWORKFLOWSAzure AI FoundryMODELSFin365 / CRMCLIENT RECORDS

The problem

Off-the-shelf AI wasn't built for how your practice works.

  • Connected to your systems and data

    Connected to your client data, files and calendar.

    Not your systems and data

    A chat window that can't see your CRM, files or calendar.

  • Built around your processes

    Built around your templates, steps and people.

    Not your processes

    Generic output that doesn't match your templates or steps.

  • Human in the loop at every decision

    By default, nothing reaches a client, your CRM or your files until the right person approves it, with a record of who signed off and when.

    No governance

    Not designed around your processes, so there's no approval step and no record of who signed off.

  • Your applications run in your Microsoft environment

    Our applications run inside your own Microsoft 365 and Azure, with your records stored in Australia.

    Data leaves your environment

    Client data sent to an outside platform to be processed.

Solutions

Tell us what's slowing your practice down. We'll show you where to start.

Custom workflows built on your own data, your templates and your steps, running inside Microsoft 365.

Where it fits in your client journeyOpen any solution to see what's included.

  1. 01

    Onboarding

  2. 02

    Before the review

  3. 03

    After the review

  4. 04

    Advice production

  5. 05

    Across the practice

How we work

Start with your data. Build what saves the most time. Keep improving it.

  1. 01

    Practice review

    We learn how your practice runs, check your Microsoft setup and the state of your client data, and rank each workflow by the hours it would save.

    You get · A ranked roadmap

  2. 02

    Clean data and build

    We tidy the data each workflow relies on, then build it inside your tenant around your templates, and test it with a small pilot group.

    You get · Tested workflows

  3. 03

    Roll out

    We roll out one practice or team at a time, train your people and write the procedures, so everyone knows what the AI does and what they approve.

    You get · A trained team

  4. 04

    Run and improve

    As your managed AI team, we monitor everything, fix issues and add new workflows every month.

    You get · New workflows every month

Security, data residency and governance

Your data stays in your tenant. Your people stay in control.

Our applications run in your firm's Microsoft 365 and Azure, under your controls, and by default nothing reaches a client or your CRM without a person approving it. This is how our standard applications work. Copilot agents and bespoke projects are scoped individually, and your agreement sets out how data is handled.

Illustration of an office building in cross-section, with desks, a server cabinet and filing drawers behind a locked front door
  • Client data under your controlProcessed by your own Microsoft 365 and Azure resources.
  • Stored in AustraliaRecords, files and logs in your systems are stored in Australia.
  • PII redacted before the AIOur custom apps remove names and identifiers before anything reaches a model.
  • Your team stays in controlBy default, file notes, emails and CRM updates wait for sign-off, and every action is logged.

Results

From practices like yours.

The AI FileNote tool goes well beyond what we initially envisioned. The dictation functionality is particularly valuable, allowing advisers to create FileNotes quickly and accurately without the need for extensive manual typing. The seamless ability to update information directly into Fin365 and save documents to SharePoint has significantly streamlined our workflow and reduced administrative effort.
Wealth Partners team

What we built

  • AI file notes
  • Dictation
  • Fin365 updates
  • SharePoint filing

The result

Less admin on every file note, and more adviser time for clients.

Questions advice firms ask us

Do we need Microsoft Copilot licences?

Not always. Most of what we build is custom applications and automated workflows with their own checks and audit trail, which Copilot's chat interface doesn't provide. Where Copilot licences help, we use them.

Where is our client data stored?

In your own Microsoft tenant, in Australia, along with your files and logs. By default, our applications redact names and identifiers before anything reaches an AI model. To build and support your systems, our team sometimes works with small samples of client data on encrypted company devices, and your agreement covers how we handle them.

Which CRMs do you work with?

We build against Fin365 today and connect to other CRMs where they allow it. Tell us what you use and we'll confirm in the practice review.

Who checks the AI's work?

Your people do. File notes, emails and CRM updates are drafts until someone in your team approves them, and every action is logged so you can see what happened and who signed off.

What does our licensee or compliance team need to approve?

Usually much less than for a new vendor, because no new platform holds client data. We give them a security overview and answer their questions directly.

Get started

Start with a practice review.

A free review of how your practice runs, your Microsoft setup and your data. We take on a limited number of firms at a time.

  1. 01A map of your systems and where your data lives
  2. 02Your workflows ranked by the hours they'd save
  3. 03A clear first project, with no obligation

Rather talk it through? Book a discovery call