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Agentic document generation for NZ advisers

Your data, drafted intoclient-ready documents

The agent pulls live client, household and modelling data, then drafts your Statement of Advice, Terms of Engagement and more — formatted, compliant and shareable in minutes, not hours.

Minutes, not hoursClient-ready qualityDigital & shareable

Statement of Advice

Prepared for Sarah & Tom · Wealthie

Generated

1 · Your goals & situation

2 · Our recommendations

3 · Why these work for you

4 · Retirement projections

Drafted in 2 min · 0 re-keyed

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Document library

Every advice document, generated

Professional documents that pull data directly from your modelling and CRM — digital, shareable and ready in minutes.

Statement of Advice (SOA)

Comprehensive advice documents outlining recommendations, strategies and rationale for client decisions.

Auto-populated from modelling
Digital client sharing
Professional formatting
Real-time data

Terms of Engagement (TOE)

Clear engagement letters establishing scope of services, fees and expectations between adviser and client.

Pre-built templates
Service scope customisation
Fee structure integration
Digital signatures

Trust & Partnership Agreements

Specialised documents for trust and partnership structures, generated automatically from your platform data.

Entity data integration
Structure documentation
Automated population
Shareable PDF

Discovery Documents

Fact-finding questionnaires and client information forms that feed directly into your modelling.

Interactive digital forms
Real-time data capture
Progress tracking
Direct CRM integration

Risk Profile Assessments

Risk tolerance and capacity assessments that automatically update your client's investment profile.

Dynamic risk scoring
Visual risk charts
Portfolio integration
Instant modelling updates

Review & Monitoring Reports

Regular review documents showcasing live portfolio performance and goal progress with interactive charts.

Live performance data
Goal progress tracking
Interactive visualisations
One-click sharing
Connected by default

Documents powered by your data

Stop copying data between systems. Every document pulls the latest information straight from your CRM and modelling platform.

CRM & household

Client personal details
Household compositions
Contact information
Relationship mappings

Financial modelling

Portfolio projections
Cashflow analysis
Risk assessments
Goal tracking

Generated documents

Professional SOAs
Digital TOEs
Risk profiles
Custom reports

Client data

Personal details and contact info auto-populate across every document.

Financial data

Assets, projections and analysis flow directly from your modelling.

Risk profiles

Risk assessments and capacity scores integrate into advice documents.

Household context

Family relationships and joint goals reflected in all generated docs.

AI text generation

From technical data to client-friendly advice

The agent turns dry financial figures into clear, professional narratives your clients actually understand.

Raw modelling output

The client's portfolio shows a 7.2% annual return over 5 years with a standard deviation of 12.8%. Allocation: 60% equities, 30% bonds, 10% alternatives. Sharpe ratio 0.56.

Technical · hard for clients to parse

AI-drafted narrative

Your portfolio has delivered strong performance — a 7.2% annual return that outpaces inflation while keeping risk moderate. The balanced 60/30/10 mix across equities, bonds and alternatives provides solid diversification, and the risk-adjusted result (Sharpe ratio 0.56) shows your capital is working efficiently for your goals.

Client-friendly · professional · on-brand

Chart descriptions

Clear, professional descriptions for your financial charts and graphs, written automatically.

Portfolio allocation summaries
Performance trend explanations
Risk distribution analysis
Goal progress narratives

Plan narratives

Complex financial data turned into compelling, client-friendly explanations and recommendations.

Investment strategy rationale
Risk assessment summaries
Retirement projections
Cashflow explanations

Style customisation

Choose the writing style and tone to match your voice and each client's needs.

Detailed technical explanations
Executive summaries
Concise bullet points
Conversational tone
How it works

Five steps from template to client

Choose, configure, generate, review and share — the agent handles the heavy lifting while you stay in control.

1

Choose

Pick a document type from the template library — SOA, TOE, discovery & more

2

Configure

Select the client/household and data sources, set preferences

3

Generate

The agent pulls CRM + modelling data and drafts the document

4

Review

Check the draft, edit content and add any custom sections

5

Share

Export to PDF, send to the client portal, collect signatures

Template library

A comprehensive library of professional document templates ready to customise.

Data integration

Pull client and financial data straight from your CRM and modelling platform.

Minutes, not hours

A straightforward flow that turns hours of manual work into minutes of review.

Trusted by CFP Accredited Advisers

Ready to transform your financial advice practice?

Join financial advisers using Wealthie's agentic document generation to streamline their practice and deliver better client outcomes with seamless data integration.

Live data integration with your modelling and CRM platform for instant document generation

Digital sharing with one-click link generation and secure client delivery & access

Smart templates for SOAs, TOEs, discovery forms, and all essential advice documents

Meaningful time savings turning hours of manual work into minutes of review time

Included with modelling and CRM plans — document generation comes standard with all Wealthie subscriptions.

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Be among the first advisers to get access to Wealthie. No commitment required.

Join the waitlist

Join CFP Accredited financial advisers already using Wealthie