AI for Financial Advisers · Australia
Less paraplanning.More advice time.Same compliance.
Australian financial planning practices spend 15–25 hours per week on tasks that don't require a licence — chasing review forms, preparing meeting files, drafting routine SOA sections, processing client follow-up. NOYS builds the AI agent that handles that volume. Fixed price. Written scope before we start.
Automations
What we automate for financial advisers.
Annual review scheduling
4–6 hrs/wkSends review invitations, chases responses, and populates the calendar automatically.
Review form collection
3–5 hrs/wkSends the pre-meeting questionnaire and chases completion before the review date.
Meeting file preparation
3–4 hrs per reviewPulls current portfolio data, flags changes since last review, and packages the meeting file.
Post-meeting follow-up
2–3 hrs/wkSends meeting summary, action items, and next steps to the client automatically.
Client communication sequences
3–4 hrs/wkMarket commentary, birthday messages, regulatory update notifications — scheduled and sent without adviser time.
Published pricing.
The Sprint
$999
45-minute interview, written report. Credits toward the Build.
The Build
From $1,500
One AI agent, live in your production environment. Fixed quote.
The Concierge
From $1,200/mo
Two working sessions a month. Month-to-month.
Start with a free 30-minute call.
We'll ask about your client volume, your practice management system, and the tasks eating the most adviser time. If automation makes sense, we'll scope it on the call.