Advisers give advice. Behind them, the admin piles up: SoA prep, client file assembly, ASIC compliance, FDS opt-ins, fee reconciliation, CPD records. Sprigr runs all of it in the background so your advisers stop assembling prep packs at 9pm.
The admin pile behind every client - files, advice prep, compliance, review flags - runs on Sprigr.
Client files organised & filed Sprigr
SoA & ROA prep packs assembled Sprigr
ASIC & AFSL compliance records filed Sprigr
Annual review & opt-in flags Sprigr
Fee reconciliation & trail flags Sprigr
Weekly back-office report to principal Sprigr
Best-interest-duty & sign-off → You
Client comms (review bookings, advice meetings) → You
Advisers give the advice. Sprigr runs the file room.
What Sprigr runs around your PMS
Back-office admin that Xplan, AdviserLogic, and Midwinter were never built for, handled on autopilot.
Client files organised automatically
Fact finds, risk profiles, insurance policies, superannuation statements, and correspondence filed to the right client folder. When you prep for a review meeting, everything is in one place.
SoA & ROA prep packs
Statement of Advice and Record of Advice prep packs assembled from fact find data, product research, and platform details. Landed in the adviser's inbox for review and personalisation. Sprigr doesn't write the advice; your adviser does. The assembly work stops being a half-day job.
ASIC, AFSL & compliance records
Adviser authorisations, CPD records, ASIC registrations, AFSL obligations, professional indemnity insurance, and best-interest-duty file notes filed to the right adviser and licensee record. Renewals flagged 60 days before lapse.
Annual review & opt-in flags
Annual review dates, Ongoing Fee Arrangement opt-ins, and product renewal windows flagged to advisers with enough lead time to act. Sprigr doesn't email the client; it surfaces what needs attention so your adviser can act via your preferred channel.
Fee reconciliation & trail flags
Ongoing advice fees, platform rebates, and product trails matched against active client arrangements. Missed fees and clawbacks flagged to your practice manager. Fee reviews become a 10-minute reconciliation.
Weekly back-office report
Monday morning, upcoming annual reviews, opt-in deadlines, outstanding advice fees, ASIC and CPD renewals, and client WIP land in the principal's inbox. You start the week already in the picture.
The admin layer your PMS doesn't handle
Where the adviser's week actually goes, and what Sprigr reclaims.
12-15
hours back per adviser, per week
Financial advisers using Sprigr typically reclaim 12 to 15 hours a week, the time currently spent on SoA prep, client file assembly, fee reconciliation, and compliance paperwork.
100%
advice closes with full paperwork
Every advice engagement closes with a complete paper trail: fact find, research, SoA/ROA, best-interest-duty notes, implementation confirmations. Audit-ready by default.
60 days
before renewal, automatic flag
ASIC registrations, AFSL obligations, adviser CPD cycles, and professional indemnity insurance flagged 60 days before expiry. Your team decides what to do next.
Up and running in under an hour
Connect your PMS and inbox. Describe the admin you want handled. Sprigr runs it.
01
Connect your PMS, Drive, and inbox
Link your practice management system (Xplan, AdviserLogic, Midwinter) via API where available, your Google Workspace or Microsoft 365, and your document storage. Credentials are encrypted at rest and only decrypted in your isolated sandbox at runtime.
02
Describe the back office in plain English
"Assemble SoA prep packs from fact find data. Reconcile ongoing advice fees weekly. File CPD records to the adviser record. Flag annual reviews 60 days before due. Flag FDS opt-in deadlines."
03
Sprigr runs the admin in the background
Sprigr coordinates across your PMS, storage, and inbox, assembling, reconciling, filing, and flagging what needs your attention. Your advisers keep using the same tools. Nothing to retrain.
Client communications and advice delivery stay with your advisers. Sprigr runs the back office only: file organisation, advice prep pack assembly, compliance, fee reconciliation. Every action is logged with a signed, hash-chained audit trail, important for ASIC and licensee audits.
Sprigr runs the back office around your practice management system. Client files organised automatically, SoA and ROA prep packs, ASIC and AFSL compliance records, annual review and opt-in flags, fee reconciliation, and a weekly back-office report to the principal.
Does Sprigr email clients?
No. Client comms, review bookings, advice meetings, opt-in confirmations, stay with your advisers. Sprigr runs the back office only: file organisation, SoA/ROA prep, compliance records, fee reconciliation, review flagging. Keeping the client-facing side out of AI hands is deliberate; advice is a relationship and a regulated activity.
Does Sprigr write advice documents?
No. Sprigr assembles the prep pack: fact find data, product research, platform details, draft boilerplate. Your adviser writes and personalises the advice, sign-off rests with the adviser and licensee. Best-interest duty stays with the human adviser.
Is client data secure and privacy-compliant?
Yes. Every Sprigr customer runs on physically isolated infrastructure. Credentials are encrypted at rest and only decrypted at runtime. Every action Sprigr takes is logged with a signed, hash-chained audit trail, important for ASIC and licensee compliance.
What about Ongoing Fee Arrangements and FDS?
Sprigr tracks OFA opt-in windows and FDS deadlines per client and flags them to the adviser before they fall due. The opt-in outreach itself stays with your adviser in their own voice and through your preferred channel.
How long does setup take?
Under an hour. Connect your PMS, Drive, and inbox. Describe the admin you want handled in plain English. AI scaffolds the workflow. No coding, no IT team required.
Advisers give the advice. Sprigr runs the file room.
Back-office admin for financial advisers. Up and running in under an hour.