For financial advisers
Adviser review platform
Takes the admin out of annual client reviews: finding who is due, drafting the paperwork and keeping the record. Your judgement stays with you.
Who it’s for. Financial advisers and small advisory practices in South Africa. We are setting up its first pilot now, and offering it first to advisers who work on Microsoft 365.
What you get
- Helps you offer every review on time, and records every “no” or “no reply” in a note you can file.
- The AI drafts the review and the renewal advice. You check it, change what you need and sign it.
- Nothing reaches your client unless you send it yourself.
- Only the client’s own adviser can approve. No other adviser, and no owner override.
- Designed around South African rules first: FAIS, POPIA and FICA. Your compliance practitioner checks the setup before any real client records go in.
How it works. It finds the clients due for a review, drafts the paperwork from their own documents, and waits for you to check it, sign it and press Send.
- Client ref
- S-0001
- Annual review due
- 3 December 2026
- Status
- Draft ready for your check and signature
It does not give financial advice by itself. The advice is yours, and so is the signature.
Ask about the adviser platformOr write to info@aios.africa