Where this goes
Today, Arkie prepares the work around the advice. This is a mock-up of where that leads: Arkie carrying each client’s advice from one step to the next, across the book, and coming back to your people for every decision.
What you are watching
One example couple, the Chens, from the day they sign on to the day their portfolio matches the advice. Arkie does the work between the decisions. The decisions stay with your people.
Arkie sets up the CRM record, the client folders and the onboarding job, sends the fact find, ID request and authorities to the client’s app, and reads what comes back. You decide: identity and the scope of the engagement.
Arkie brings the CRM, platform, super fund and insurer data into one position and shows you where they disagree. It works the meeting brief’s calculations on your firm’s assumptions. You decide: which source is right.
Arkie drafts the file note from the meeting, then the Statement of Advice and the signing pack, in your format and your wording. You decide: the advice, and every document.
Arkie sends the documents for signature, follows up, and records consent and the fee agreement. The client decides and signs.
Arkie turns the signed advice into an ordered plan, follows each rollover and transfer, re-plans when one stalls, and stages each instruction on the platform. You approve each instruction before it is submitted.
Arkie files every document, books the next review and sets up reporting. Your compliance lead signs off the file.
Across the practice. Because every journey runs in one place, you see the whole pipeline: how many clients are at each stage, where work is waiting, and on whom. A stalled rollover or a team member away is picked up and re-planned, rather than found weeks later.
Live today
The film shows the direction. This is what Arkie does now, at firms using it today. Before every review and after every decision, prepared and followed through for each client, across the book.
Your firm holds the account. We are given access, and you can take it back.
Your clients are on HUB24, North, Netwealth and more. Arkie reconciles them into one record your firm owns.
And the rule that chose. Logged for 7 years.
Arkie checks the portfolio on the platform against the SOA and the risk profile, and flags the difference. On HUB24 and North today.
Answered from your own record, with its source.
Every client checked every night, so review prep starts done.
Your adviser update and each platform’s own statement, in one password-protected pack per client. Approved by the adviser before anything is sent.
Each client’s fact find checked and the conversation recorded, a file note and an ROA for each, and the orders staged on HUB24 for the adviser to approve.
Arkie prepares. Your adviser advises. Arkie never gives advice and never places a trade.
Next
What the film adds is the thread between the stages: Arkie following each client’s advice from one step to the next, chasing what is waiting on a platform or a fund, and bringing each decision to the right person. That is the direction we are building, with the firms we work with.
Today, Arkie prepares. Next, it watches and proposes. Nothing moves without a person approving it.