Native financial modelling
Deterministic, year-stepped projections grounded in AU tax rules — cashflow, super, age pension, salary sacrifice.
FeaturesEverything between the meeting
Everything between the meeting
and the signature.
Built for the work Australian planners actually do — capture a conversation, turn it into a compliance-ready document, defend it years later. Here’s what’s in the product today.
Capture the meeting
Get the conversation in once. We do the rest.
Record face-to-face or remote meetings directly in Chrome, or upload audio you captured elsewhere. Every meeting is tied to a client and a meeting type — initial consultation, review, strategy.
- Browser recording with pause and resume
- Upload mp3, m4a, wav, webm, ogg
- Client-scoped meetings with type tags
- Sidebar with transcript, strategies, and live document companion
meeting.json
{
"id": "m_8f2e4d",
"client": { "id": "c_142", "name": "Mark & Sarah Henderson" },
"type": "initial_consultation",
"recordedAt": "2026-04-27T10:14:00+10:00",
"durationSec": 872,
"audioUrl": "s3://advixa-au/audio/m_8f2e4d.webm",
"status": "transcribed"
}Transcribe
Self-hosted Whisper, in Sydney.
Faster-whisper running on our own GPUs in AWS Sydney. No third-party transcription vendor, no per-minute pass-through cost. The model is primed with Australian financial-planning vocabulary so the words come out right.
- Self-hosted faster-whisper, AWS ap-southeast-2
- Australian financial vocabulary (concessional cap, FSG, AFSL, RG175)
- Timestamped segments anchored to the source audio
- Audio retention configurable per practice (default 30 days)
- 3.1s p50 latency for a one-hour meeting
benchmark.txt
// Production transcription benchmark infrastructure : self-hosted faster-whisper region : ap-southeast-2 (Sydney) gpu pool : 8 × g5.xlarge ASG model : large-v3 · AU-vocab init prompt median latency : 3.1s per hour of audio p99 latency : 7.4s per hour of audio data egress : none (stays in AU) per-minute cost : $0.00 (no vendor pass-through)
Generate documents
Five document types. ASIC-aligned. One click.
From the same transcript, generate a Statement of Advice, Record of Advice, file note, paraplanning brief, or strategy document. Each follows ASIC’s published structure and references the regulatory library Advixa keeps current.
- SOA — twelve sections (circumstances, scope, goals, recommendations, rationale, …)
- ROA — nine sections for further advice to existing clients
- File notes — lightweight summaries in seconds
- Paraplanning briefs — structured request for downstream prep
- Strategy documents — standalone artifacts, referenceable from any SOA
SOA generation pipeline
3-layer prompt composition · ~12s
- Base layerRegulatory references injected (ASIC, FASEA, ATO, SSA)2.1s
- Template layerSOA — 12-section ASIC-aligned structure loaded0.4s
- Request layerTranscript + extracted strategies + client context0.6s
- Bedrock inferenceClaude Haiku 4.5 — AU cross-region profile8.7s
- Compliance check8 advisory rules — all passed0.3s
Compliance
Defensible by design.
Documents are checked against current Australian regulations before you approve them. Threshold updates flow through automatically. Document history, status transitions, and compliance-check results are all persisted for the audit trail.
- 8-rule advisory check on every generated document
- Grounded in ASIC RG175, FASEA, ATO, SSA — updates flow through
- Document status: draft → reviewed → approved (logged)
- Fact-find snapshots immutable once an SOA references them
- 7-year audit log retention target
compliance-check.json
{
"document": "SOA-2604-MH",
"ranAt": "2026-04-27T10:31:14+10:00",
"status": "compliant",
"rules": [
{ "id": "fsg_referenced", "pass": true },
{ "id": "scope_clear", "pass": true },
{ "id": "best_interests_narr", "pass": true },
{ "id": "fee_disclosure", "pass": true },
{ "id": "risk_profile_captured", "pass": true },
{ "id": "alternatives_considered", "pass": true },
/* …2 more */
]
}Practice & licensee
Multi-practice isolation. Optional licensee oversight.
Every record is tagged with a practice ID and queries are scoped to the authenticated user’s practice. Group practices under a licensee for cross-practice visibility and shared templates without breaking isolation.
- Row-level practice isolation on every query
- Licensee-admin role with cross-practice scope
- Practice-scoped or licensee-shared templates
- Per-practice retention and quota policies
Northshore Wealth (Licensee)
3 authorised practices · cross-practice view enabled
- Pavlova Financial42 meetings this month · 38 documents approvedPro
- Carlton Advice Group78 meetings this month · 71 documents approvedPro
- Bowen Wealth14 meetings this month · 12 documents approvedFree
On the roadmap
What we’re building next.
Drafted, in development, and on the way. Not in the product yet — but worth knowing about.
Scenario comparison
Overlay ‘with vs without advice’, year by year, with goals-achieved KPIs.
SOA chart embedding
Drop projection charts straight into a Statement of Advice. Word + PDF export retains them.
Structured fact-find
Versioned, immutable client snapshots. Once an SOA references one, it’s locked forever.
Risk profile questionnaire
Practice-scoped, customisable, with 24-month expiry warnings on the SOA.
Portfolio holdings
Manual CRUD plus generic CSV import. Nine-class enum rolled up to cash / defensive / growth for modelling.
M365 email integration
Calendar sync, OneDrive document push, and SharePoint client folder linking are live. Email send/read is next.
Audit log streaming
Auth, document lifecycle, plan changes — structured pino logs to your warehouse, 7-year retention target.
Try it on a real meeting.
Five free meetings a month, all features, no credit card. If we save you time, upgrade. If we don’t, walk away with your data.