File notes
A draft from the meeting in your licensee’s template, for the adviser to check before it goes on file.
Financial advice · wealth · AFSL boutiques
More time for advice. Less on file notes, SOAs and fee consents.
Forsa AI finds the admin your practice repeats every week, builds software around how your advisers already work, and keeps it running.
Request your free sessionTasks firms like yours automate
SOA and ROA preparation
Fact-find data, strategy notes and research pulled into a first draft, so paraplanners never start from a blank template.
Reviews and fee consents
Review and renewal dates tracked across the client book, forms prepared, and clients reminded until they’ve signed.
Onboarding
Statements, ID and fact-find details requested, chased and entered once, not re-keyed into every platform.
The software handles the admin around the advice. The advice stays with your advisers.
“74% of Australian advice practices use AI, but only 36% pay for an enterprise tier.”
Your team is already using AI on client work, so the question is how to make it safe, not whether to start.
How it works
- Step 1
Scope it, free
Spend 30–45 minutes with our AI agent on one process your team does by hand. You keep the proposal pack: what we’d build, how it would work, and a guide to the cost.
- Step 2
Build it with us
Our engineers build it with your team, a stage at a time, starting from your pack.
- Step 3
Run and improve it
We keep it live and improving as your firm changes, with your data hosted in Sydney.
From 10 December 2026, firms covered by the Privacy Act must say in their privacy policy where software makes, or substantially helps make, decisions that significantly affect people. Read our free guide →
Start with one process.
Have one process in mind: file notes, reviews or onboarding. Use your business email and we’ll send a link that starts your free scoping conversation.