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For growing Australian advice practices.
8–12 hours a week back, per adviser.
Run your own race.
Own your client data.
Own your operating system.
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Microsoft Teams
Ask Arkie
in Microsoft Teams.
Answered from your own record, with its source.
You
What's the Taylors' risk profile?
Arkie
Balanced, from the CRM, 12 Mar 2026. Their HUB24 account holds the Growth model, so it's flagged for review.
Arkie · client text
Sarah Taylor replied by SMS.
Reply here; it's filed on her record.
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Advice implemented
The advice was given.
Was it implemented?
Risk profile
Balanced
CRM · 12 Mar 2026
Advised
Balanced model
SOA · 3 Mar 2026
On platform
Growth model
HUB24 · checked last night · doesn't match
Flagged for your adviser: portfolio not as advised.
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Data ownership
Your database.
In your firm's name.
Your firm holds the account. We are given access, and you can take it back.
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Compliance
Show what you knew,
on the day.
Every client checked every night, so review prep starts done.
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Before and after the meeting
The conversation is yours.
The work around it is ours.
Before every review and after every decision, prepared and followed through for each client, across the book.
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Proof
10,000+ clients brought into
the firm's own database
in a few days.
CRM, file notes and over a million documents.
Platform holdings and daily balances.
Switch on and go.
One large Australian practice.
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Progress · October 2026
Served by Ask Arkie.
$1 billion+
funds under advice
Every firm's client record in a database in the firm's own name.
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Try it on your own data
for 30 days.
askarkie.au