Speed
Median time from meeting end to first-draft SOA: 12 minutes. Self-hosted Whisper + Claude on Bedrock, both running in AWS Sydney. No third-party transcription vendor, no per-minute pass-through cost.
How transcription works →Now in early access · For Australian financial planners→From client meeting to
From client meeting to
compliance-ready SOA. In one click.
Advixa records the meeting, transcribes it, extracts the strategies discussed, and drafts your Statement of Advice — grounded in current Australian regulations. Spend your time on advice, not paperwork.
BUILT FOR THE REGULATORS WHO’LL REVIEW IT — ASIC, FASEA, ATO, SSA
ASIC RG175FASEAATO THRESHOLDSAU DATA RESIDENCYSTRIPE TAX (GST)BEDROCK NO‑TRAIN
Why Advixa
One platform for the whole post-meeting workflow.
From the moment the meeting ends to the moment the SOA hits a client’s inbox, Advixa keeps planners, paraplanners, and licensees on the same page — backed by self-hosted transcription and AI grounded in Australian regulation.
Compliance
Every document passes through an 8-rule advisory check before approval — FSG, scope, best-interests, fee disclosure, risk profile, alternatives. Grounded in ASIC RG175, FASEA, ATO, SSA references baked into the prompt layer.
Read the security posture →Ownership
Your data lives in Australia. Modelling is built in — not licensed from RetireMap or XPlan. One platform, one source of truth. Export everything as a ZIP whenever you want it; we don’t make leaving difficult.
See every feature →0
min
Median time from meeting end to first-draft SOA.
0
rules
Compliance checks run on every generated document.
0
AU
All compute and storage in AWS Sydney (ap-southeast-2).
0
training
Your data is never used to train AI models. Bedrock guarantees it.
Self-hosted transcription
Accurate. Australian. Yours.
Faster-whisper running on our own GPUs in AWS Sydney. No third-party transcription vendor, no per-minute pass-through fees, no audio leaving Australia. The model is primed with Australian financial vocabulary so the words come out right.
- Self-hosted faster-whisper on GPU ASG, ap-southeast-2
- Primed with AU vocabulary — concessional cap, FSG, AFSL, RG175
- Timestamped segments anchored to the original audio
- Audio auto-deletes after 30 days; the SOA is the permanent record
- No vendor lock-in: your audio is yours, your transcript is yours
transcript.json
// Advixa transcript output — typed (TranscriptSegment[]) { "meetingId": "m_8f2e4d", "client": "Mark & Sarah Henderson", "durationSec": 872, "segments": [ { "t": "01:24", "role": "planner", "text": "...retiring at 62..." }, { "t": "01:51", "role": "client", "text": "investment property... $640 net..." }, /* …41 more segments */ ], "strategies": [ "Salary sacrifice $12k pre-EOFY", "Hold investment property; review IO term FY27" ] }
$ advixa transcribe m_8f2e4d --self-host
✓ done 1 hour audio · 47 segments · 3.1s p50
Compliance, not afterthought
Every draft, checked before it leaves your screen.
An 8-rule advisory pass scans every generated document for the things a regulator will look for first — FSG reference, scope statement, best-interests narrative, fee disclosure, risk profile capture, alternatives considered. Issues surface as advisory badges, never as a blocker.
- Grounded in ASIC RG175, FASEA, ATO, SSA references
- Threshold updates flow through automatically (concessional cap, transfer balance)
- Document version history persisted for years, not days
- Fact-find snapshots immutable once an SOA references them
Compliance check · SOA-2604-MH
Last run 2s ago · advisory only
- FSG referencePresent in disclosures sectionRG175.180
- Scope of adviceClear, narrowed to retirement incomeRG175.190
- Best-interests narrativeJustification and reasonable basis presents961B
- Fee disclosureAdviser service fee & admin fee itemisedRG245
- Risk profile capturedBalanced — questionnaire 18 days oldFASEA Std 5
- Alternatives considered3 strategies compared in rationales961G
Built for the whole practice
Everything you need. Nothing you don’t.
In-browser recording
Capture meetings in Chrome — pause, resume, review. No external app, no separate device.
5 document types
SOA (12 sections), ROA (9 sections), file notes, paraplanning briefs, and strategy documents.
Custom templates
Practice-scoped templates by default; share with the whole licensee when it fits.
Markdown editor
Edit drafts side-by-side with the transcript. Export Word + PDF in one click.
Licensee oversight
Cross-practice visibility for AFSL holders. Roll-up activity, shared templates.
KMS-backed encryption
OAuth tokens wrapped in envelope encryption. AES-256 at rest. TLS 1.2+ in transit.
Data export
Pull every meeting, transcript, and document as a single ZIP. One click. Yours.
AU GST native
Stripe Tax merchant of record. Every invoice GST-compliant from day one.
How it works
From conversation to compliance-ready document.
- 01
Record
Browser recording or upload — meeting captured in seconds, scoped to the client.
- 02
Transcribe
Self-hosted Whisper produces a timestamped transcript, primed for AU vocabulary.
- 03
Extract
Strategies, goals, and recommendations pulled into a structured record.
- 04
Generate
SOA, ROA, file note, or paraplanning brief — drafted, checked, ready to export.
What we believe
Four convictions, one product.
01 / Determinism
“Determinism beats vibes. Our financial modelling is pure-function, year-stepped, AU-tax-rule-based. No Monte Carlo.”
When a regulator asks “why” five years from now, you can answer with confidence — not a probability distribution.
02 / Surface
“The meeting is the data-entry surface. You shouldn’t need to re-key what you just discussed.”
We extract structured records from the conversation and fold them into every document we generate. One source. No re-typing.
03 / Compliance
“Compliance is a feature, not a tax. Every document is checked against current Australian regulations before you approve it.”
Not after, not by a human trying to remember everything. The regulator’s checklist is in the loop, and it’s helping you ship.
04 / Ownership
“Your data is yours. Export everything as a ZIP whenever you want. We host in Australia, we don’t train on your data, and we don’t make leaving difficult.”
No lock-in, no surprises. The product earns the renewal — it doesn’t trap it.
FAQ
Answers, before you ask.
Where is my data stored?
AWS Sydney (ap-southeast-2). All compute, all storage. Audio, transcripts, and documents never leave Australia in the course of normal operations.
Do you train AI models on my data?
No. Your meetings, transcripts, and documents are not used to train any model — ours or anyone else’s. We use AWS Bedrock for inference; Bedrock provides explicit no-training guarantees.
How does compliance checking actually work?
Every generated document passes through an 8-rule advisory pass before you approve it: FSG reference, scope, best-interests narrative, fee disclosure, risk profile capture, alternatives considered, and more. Issues surface as advisory badges — visible to you, never blocking your work.
What happens to recordings?
Audio auto-deletes after 30 days by default — configurable per practice. The SOA, the transcript, and the document history all stay; the audio is transient. The SOA is the permanent record of advice.
Can I export my data?
Yes — pull every meeting, transcript, document, and client record as a single ZIP. One click, 24-hour rate limit, no negotiation.
Get your evenings back.
Start with five free meetings a month. If we save you time, upgrade. If we don’t, walk away — your data exports cleanly to ZIP whenever you want it.