Start the fact find
First meeting booked.The fact find is already started.
Before the meeting, the client's existing details, super statements and documents are gathered into your fact find. The gaps are listed for the adviser to ask about.
Seven jobs your practice runs every week.More room for the advice.
Each card shows a proposed workflow that carries work between advisers, paraplanning, client services and compliance, with a named owner at every handoff. An adviser approves every document a client signs and every instruction sent to a platform.
Renew fee consent
Renewal coming up.Consent sought in good time.
Ongoing fee arrangements nearing renewal are found, consent forms drafted from your records and sent after adviser review. Lapsing arrangements go to the adviser before the deadline.
Draft the SOA
Advice decided.The SOA drafted to match.
The adviser's recommendations and the client's file become a Statement of Advice draft in your template. Paraplanning and the adviser review it before the client sees it.
Prepare implementation
Authority signed.Platform instructions ready.
Once the client signs, applications and switches are prepared for the adviser to submit. Fierce confirms each one against the platform's own record.
Prepare annual reviews
Review next week.The pack is on your desk.
Holdings, contributions and changes since the last review are pulled together with an agenda and the questions to ask. The adviser decides what it means.
Write the file note
Meeting done.File note drafted while it's fresh.
Notes and transcripts become a draft file note and follow-up tasks. The adviser corrects and approves it, and only then is it saved to the client file.
Check client files
Licensee audit coming.Every file checked first.
Each sampled client file is checked against your licensee's checklist for signed documents, current disclosures and consents. Missing items go to the owner.
Client context
The client file comes first.Fact find, platforms and past advice.
Review queue
What needs an adviser comes to an adviser.With the evidence attached.
Integrations
Start with the software your practice runs.Advice software, platforms and e-signing.
Candidate connections include Xplan, AdviserLogic, Netwealth, HUB24 and DocuSign, subject to availability.
No. Advisers make every recommendation. Fierce prepares the documents and evidence around that advice for the adviser to review.
The arrangement is flagged to the adviser before the deadline, with its history. Any change to fees on a platform is made by your team.
No. It prepares instructions after the client's signed authority. The adviser or an authorised staff member submits them.
Workflows are configured around your licensee's templates and checklists. Paraplanning and the adviser approve each draft before it is issued.
We are scoping integrations with common Australian advice-software, platform and e-signing tools, and we confirm availability for your practice in a demo.
See it run on a client file like yours.
Bring us the paperwork that holds your advice process up. We'll map the steps and discuss where Fierce could help, with your advisers in control.
No pitch deck. No obligations. Just the product running for you.