What it does
Built for the way Australian brokers actually work.
Records or transcribes broker and client conversations and produces a compliant file note.
Drafts an SoA or RoA from the conversation, mapped to the client's stated needs and your recommendations.
Captures best-interests-duty evidence automatically: what was discussed, recommended and disclaimed.
Reduces post-meeting admin from hours to minutes per advice cycle.
Output is editable. You sign off; the system doesn't pretend to replace your judgement.
Who it's for
Brokers providing personal or general advice under AFSL.
Join the waitlist for Scribe.
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