You became an advisor for the meetings. Not for everything between them.
AdvisorOS takes the middle of the job — the intake, the needs analysis, the quote comparison, the Record of Advice pack — and hands the hours back. Every figure it produces still carries its source, two years later.
Identified needs
2 need reviewIllustrative example. Client and figures are fictional.
Every figure in the file knows where it came from.
A missing number is never a blank, never an R 0 and never red. The screen names what it could not work out, and why. Two years from now, that distinction is the difference between a file you can defend and a file you cannot.
Nobody will ask whether the software was pleasant to use. They will ask where the number came from.
A CRM remembers the client. AdvisorOS remembers the advice.
Your CRM knows when you last spoke. It does not know which assumptions produced the recommendation, whether the client declined a need and why, or which version of a quote the figure came from.
Those are the questions asked in a compliance review, and a relationship tool was never built to answer them.
Before the meeting, the pack assembles itself
Secure intake collects what you need once. Client 360 brings the existing portfolio, the dependants, the liabilities and the risk profile into one record, every fact carrying the date it was captured and who captured it. In place of the intake form, the spreadsheet, and the third email asking for the ID again.
The analysis is deterministic, and shows its work
The Financial Needs Analysis runs on arithmetic, not on a language model. Same inputs, same answer, every time — and an assumption you set, or confirmed, is marked as yours on the line it appears. In place of the spreadsheet nobody else can open.
The Record of Advice carries its sources
Each recommendation is tied to the need it answers, the quote record it came from and the client decision that followed — including the needs the client declined, in the client’s own words, dated and attributed. In place of a Word template and your memory of the meeting.
A year later, the record is the one you approved
The approved Record of Advice is stored exactly as it was approved, with the inputs it was drawn from, so it can be shown to be the document that was issued. In place of a file that cannot prove what was issued.
The draft arrives. The decisions stay yours.
The meeting is recorded and transcribed. The draft Record of Advice is prepared from it. You read it, change what is wrong, and confirm it.
Nothing goes anywhere until you do.
What AdvisorOS will not do
Most platforms describe what they can do. For a system that holds advice records, the constraints matter more — so here they are, and they are not configurable.
No language model computes a figure
AI reads documents, extracts facts and drafts prose. The calculation path is ordinary deterministic arithmetic, and it always will be.
Nothing is sent, filed or signed without you
The system proposes. The advisor confirms. There is no path by which a document reaches a client without a person approving it.
No figure appears without its origin
A figure you set and a figure you confirmed are marked as yours on the line they appear. A figure the analysis could not produce says so in words — never a blank, never an R 0.
A recording is never cut off
No allowance, no billing state and no limit stops a meeting that is in progress. You are warned at fifty minutes remaining; you are never interrupted in front of a client.
Client records are stored in South Africa
The database, the document vault and the encryption keys sit in AWS's Cape Town region.
Where a transcript or document is processed outside the country, identifying details are removed first
POPIA Section 72 governs cross-border processing, and the system is built around it rather than around an exception to it.
Each practice's records are separated in the database
The separation is enforced by the database rather than left to application code alone, and it is tested on every build.
Pricing tiers
Per month, excluding VAT. Transcription minutes never hard-stop a meeting — at fifty minutes remaining the practice is told. Unused minutes do not roll over.
while the seat stays active
Solo Advisor1 Advisor + 1 Support SeatWhat’s includedHide details500 transcription minutesabout eight client meetingsR2 299,00R2 643,85 incl. VAT
Practice Starter2 Advisors + 1 Support SeatWhat’s includedHide details1 400 transcription minutespooled across the practiceR4 999,00R5 748,85 incl. VAT
Practice Growth4 Advisors + 2 Support SeatsWhat’s includedHide details2 800 transcription minutespooled across the practiceR9 999,00R11 498,85 incl. VAT
EnterpriseMulti-FSP groups and networksWhat’s includedHide detailsCustom allowancesized with youOn application
Additional minutes are available in top-up packs. One properly constructed Record of Advice, defended once, costs more in your own hours than a year of this.
Request founder accessAccess is approved one practice at a time.
Real client data is only enabled after a conversation. Joining the list creates no account and no workspace — it starts that conversation.