Half the week disappears into file notes, compliance checklists, and chasing clients for documents that were requested three weeks ago. AI agents automate client reviews, compliance documentation, fee disclosures, and client communication – so you can spend your time actually advising clients.
Start Free — No Credit CardYour client review schedule is slipping. SOAs are taking days to prepare background for because the data is spread across three different platforms. Fee disclosure statements are overdue. The paraplanner is waiting on client documents that were requested three weeks ago – tax returns, super statements, insurance policies – and the client still hasn’t sent them. FASEA obligations are tracked in a spreadsheet that nobody updates. You’re spending more time on compliance than on advice. Every hour of admin is $200-500 in unbilled advisory time. Multiply that across your team and the cost becomes staggering.
Reviews are scheduled automatically based on each client’s service agreement. Background data is gathered before you even open the file. Documents chase themselves with escalating reminders. Fee disclosure statements go out on time. You walk into every client meeting prepared, compliant, and focused on advice.
Every compliance task and client touchpoint that eats into your advice time, automated and tracked.
Annual and biannual reviews are scheduled automatically based on each client’s service agreement. Before every meeting, the AI gathers portfolio data, insurance details, and super balances – then generates a review agenda so you walk in prepared, not scrambling.
SOA and ROA records, fee disclosure statements, consent renewals, and FASEA obligations – all tracked in one place with deadline alerts. Nothing slips through the cracks when an audit comes knocking. The agent knows what’s due, what’s overdue, and what’s coming up.
Tax returns, super statements, insurance policies – the documents you need from clients before every review. AI agents send requests, follow up with escalating reminders, and track what’s outstanding. No more chasing the same client three times for the same document.
FDS tracking, opt-in notices, and renewal confirmations – managed automatically. The agent sends fee disclosure statements on schedule, tracks client opt-in responses, and flags any that are approaching their deadline. Compliant fee arrangements without the manual tracking.
Log CPD hours, get deadline reminders before they creep up on you, and handle provider communication. Whether it’s FASEA requirements or TPB obligations, the agent tracks what you’ve completed and what’s still needed – no more end-of-year scrambles.
Portfolio update summaries, market commentary distribution, and meeting follow-ups – sent on your behalf with your tone and branding. Clients stay informed between reviews without you drafting individual emails. Every communication is logged for your compliance records.
No IT department needed. No coding. Just connect your tools and set your rules.
Link your email, calendar, and file storage – Google Workspace, Outlook, OneDrive, or wherever your client documents live. Credentials are encrypted and stored securely in your isolated environment.
Define your client review cadence, compliance deadlines, and the documents you need before every meeting – all in plain English. “Schedule annual reviews for all clients in the first quarter, send document requests eight weeks before each review, escalate after two weeks.”
Client reviews are scheduled and prepared automatically. Compliance deadlines are tracked and flagged before they’re due. Document requests go out and follow up without you lifting a finger. You focus on advice – the agent handles the administration.
Using Google Workspace or Outlook? Sprigr Team integrates directly – AI agents manage your calendar, send emails, collect documents from Drive or OneDrive, and keep everything synced automatically.
AI agents handle the administrative work that keeps advisers away from clients. They schedule and prepare for client reviews, track compliance deadlines, chase outstanding documents, manage fee disclosure statements, log CPD hours, and send client communications – all automatically. Think of it as a paraplanner who never forgets a deadline and never takes leave.
The AI agent tracks compliance obligations – fee disclosure statements, consent renewals, SOA/ROA records, and FASEA requirements – and alerts you before deadlines. It does not provide financial advice or make compliance decisions. It ensures the administrative side of compliance is completed on time and properly documented, giving you a complete audit trail.
AI agents gather the background data you need before preparing an SOA – portfolio valuations, insurance details, super balances, and recent client communications. They do not draft the SOA itself, but they eliminate the hours spent collecting and organising information so you can focus on the advice component.
Every practice runs in an isolated environment with encrypted credentials. Client data is processed securely and never shared between practices. All agent actions are logged with a complete audit trail, so you have full visibility into what the agent accessed and when – critical for AFSL compliance and client trust.
Most practices are up and running in under an hour. Connect your email, calendar, and document storage, set your review schedules and compliance deadlines, and the agent starts working. No coding required and no IT team needed.
Sprigr doesn’t send unapproved communications to clients. You set the rules – the agent drafts, you approve. Compliance stays in your hands. The AI eliminates the grunt work around it.
AI agents built for financial advisers. Up and running in under an hour.
Start Free — No Credit Card