For Australian advice practices

Ask Arkie — the agent that gets the prep done.

Arkie assembles the complete client picture from every system before the adviser sits down — so the hour in the room is advice, not the preparation for it. Built on Surity360's governed data, every answer traces back to a source.

Book a discovery call See how it works

The adviser advises. Arkie does the admin — and shows its working.

What Arkie does

It does the work that happens before the advice.

Across XPlan, your CRM, HUB24, North, MyProsperity and SharePoint, Arkie reconciles the client into one current picture — gaps flagged, stale items surfaced, drift quantified. We prep. We don't advise.

01 · DISCUSS

Scope the engagement

Arkie clarifies what the meeting is for and what evidence it needs before assembling anything.

02 · ASSEMBLE

Reconcile the data

One authoritative view of the client, pulled and reconciled from every connected system.

03 · PREPARE

Draft for review

Meeting brief, file-note drafts, contribution and review summaries — prepared for the adviser to check.

04 · DELIVER

The adviser advises

The licensed adviser walks in with the reconciliation already done, and gives the advice.

A question, not a three-hour job

Ask Arkie.

Ask Arkie: what has changed for this client since the last review, and what is stale or drifted?
One screen — gaps flagged, stale fact find surfaced, portfolio drift quantified, every figure traced to the system it came from.
Ask Arkie: is this client's fact find current, and are the fee agreement and AAA still valid?
A deterministic read of structured, dated records — with the source for every claim, not a guess from a retrieved document.
Ask Arkie: which fee agreements expire this quarter across the whole book?
The firm-wide answer, continuously, instead of a manual sweep nobody has time to run.

Why you can trust it in a regulated context

The guardrail is in the architecture, not the model.

Point a language model at five systems holding five partial, contradictory views of the same client and it will produce something plausible and unreliable at exactly the margin that matters at review. Arkie is built the other way around.

Governed data underneath

Arkie never reads the raw stack. It reads one reconciled view of each client — every field carrying a source and a timestamp.

Every conflict logged

When systems disagree, the conflict is recorded, not silently resolved. Nothing is overwritten without a trail.

Every answer traceable

Deterministic questions get deterministic answers, each with the record it came from. Seven-year evidence chain by design.

Ask Arkie. Built on Surity360 — the governed-data foundation for Australian advice.

The outcome

Three hours of preparation becomes a fifteen-minute question.

The profession does not have a demand problem. It has a capacity problem, and underneath it is an architecture problem. Arkie does the information assembly so a senior adviser does not — for the five-hundredth time.

Before

Locate the last SOA, check the risk profile, pull the current position, reconcile drift, confirm fee consent and the AAA — three hours at the most expensive hourly rate in the practice, before a one-hour meeting.

With Arkie

Ask one question. The picture is already assembled and reconciled. The recovered time becomes capacity — more of the best clients seen, by the people who should be seeing them.

Proof

Live in production, not a prototype.

Arkie and the Surity360 foundation run every day inside a busy AFSL-licensed advice practice in Hobart — the pilot tenant since 2025 — against a real multi-platform client book of thousands of clients.

The preparation that used to run across five systems and most of a morning is assembled before the meeting. The adviser reviews it and advises — the order of the day is back the right way around.

Reference practice — NJBFS Financial Services, Hobart. AFSL-licensed.
Annual review prep: hours → minutes, on live data.

Start with one screen

See what Arkie knows about your clients.

A 30-day pilot, scoped to one workflow — about four hours of your team's time, read-only first. If your team does not use it, that is the answer, and you have lost nothing.

Book a discovery call

Arkie prepares, reconciles and drafts for adviser review. It does not give personal financial advice. All advice remains the responsibility of the licensed adviser. Data sourced from external systems reflects those systems at the last sync and must be verified before use in advice documents.