[01] Problem
Statement of Advice takes 8+ hours
Advisors spend a full working day on each SoA, drafting, fact-finding, compliance review. Most of it is structured rework that AI handles well.
[ Industry · Wealth management ]
Australia · Germany · India
FACT-FIND → DRAFT → SIGN-OFF
Give your advisors back the eight hours they lose on every Statement of Advice.
Forward-deployed AI agents and automation for wealth practices in Australia, Germany and the GCC. Built to fit your licensing regime, your auditor and the CRM you already pay for.
[ TL;DR ]
Bluematter ships AI agents and automation for wealth-management practices. Advisor co-pilots cut Statement of Advice drafting from 8 hours to about 90 minutes. Onboarding admin drops ~70%. Built to fit your licensing regime and your auditor, not to replace them.
- Discovery sprint
- 2 weeks · written playbook before any build
- First production agent
- 6–8 weeks · fixed-price after a 30-min brief
- SoA drafting
- From ~8 hours to ~90 minutes per Statement of Advice
- Onboarding
- 70% admin time saved after second sprint
- Privacy posture
- Audit logs · retrieval citations · advisor-in-the-loop sign-off
- Integrates with
- Xplan · AdviserLogic · Iress · HUB24 · Netwealth · Salesforce FSC
Practice lead: Mel George · Founder & Forward Deployed Engineer
See where the time goes ↓ [◆]Shipped for
Active platforms we've engineered for wealth and capital-management teams.
[01]Where time goes
Four bottlenecks every growing practice eventually hits.
[02] Problem
Onboarding is a paper chase
ID checks, fact finds, FSG/PDS attachments, signatures. Six tools, three platforms, manual reconciliation in spreadsheets.
[03] Problem
Compliance is reactive, not real-time
Audit findings surface months later. By then, the advice has gone out and the remediation cost is 10× the prevention cost.
[04] Problem
Client reviews don't scale
Annual review prep is bespoke per client, portfolios, goals, fees. Practices grow until the lead advisor is the bottleneck.
[02]What we ship
- [01]
Advisor co-pilot agent
Reads file notes, client objectives and risk profile → drafts the first 80% of an SoA you can edit in 30 minutes. Compliance rules encoded so the agent flags issues before review.
- [02]
Onboarding automation
Pulls KYC from Equifax / FrankieOne, drives signatures via DocuSign, parses fact-finds into your CRM. New clients live in 24 hours, not 2 weeks.
- [03]
Continuous compliance agent
Monitors advice records, fee disclosures and best-interest evidence. Sends weekly digests to the responsible manager, not annual surprises.
- [04]
Review pack generator
On demand: a branded review pack per client with portfolio performance, goal tracking, and a personalised intro letter. Generated from your custodian + planning data.
[ Stack we integrate with ]
- Xplan / AdviserLogic / Iress
- Wealthtrac / HUB24 / Netwealth
- Salesforce Financial Services Cloud
- DocuSign / Adobe Sign
- FrankieOne / Equifax
- Anthropic Claude / Azure OpenAI (EU)
[03]Engagement
One advisor co-pilot, in production, in 8 weeks.
[ Discovery ]
2 weeks
Written playbook · scoped per practice
[ First agent ]
6–8 weeks
Fixed-price · quoted after a 30-min brief
[04]Talk to us
Tell us where your practice loses the most hours, we'll come back with a written take.
Or skip the form: [email protected] · WhatsApp +61 419 395 267
[08]FAQ
Frequently asked questions.
-
[01] Are AI agents safe to use in a regulated advice practice? +
Yes, when deployed with explicit boundaries. Our agents work as drafting and triage tools that hand off to your licensed advisor for sign-off; they don't issue personal advice autonomously. Logs and retrieval citations are kept for audit. For EU clients we can run inference in-region on Azure OpenAI EU or self-hosted models so record-keeping stays in your jurisdiction.
-
[02] Does it integrate with Xplan, AdviserLogic or our existing custodian? +
Most engagements start by integrating with Xplan or AdviserLogic and your custodian feed (HUB24, Netwealth, Wealthtrac). We use their APIs where available and build hardened scrapers / RPA where they aren't. Same approach for Salesforce FSC and the German private-bank stacks.
-
[03] How long until we see hours saved? +
First production agent typically lands in 6–8 weeks. Practices report SoA drafting down from 8 hours to 90 minutes within the first two months, and 70% time savings on onboarding admin once the second sprint ships.
-
[04] We're a small practice (3–10 advisors). Is this for us? +
Yes. Mid-tier dealer groups and boutique practices are exactly the band where forward-deployed engineering pays back fastest, large enough to feel the admin pain, small enough to make decisions in a single room. Every engagement is scoped and quoted per practice after a 30-min brief.
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[05] What about robo-advice? Are you trying to replace advisors? +
No. The Australian market has shown that pure robo-advice plateaus; hybrid practices win. Our agents amplify human advisors, they remove the rework so your team can have more conversations, not fewer.
Less paperwork. More client conversations.
A 30-minute discovery call is the fastest way to find out if we can help.