Transform Your Data IntoProfessional Documents
Join the Beta for intelligent document generation that seamlessly integrates with your household data and financial modelling. Create professional documents from your existing platform data in minutes.
Minutes, Not Hours
Generate documents instantly
Professional Quality
Client-ready every time
Digital & Shareable
Share and collaborate
Comprehensive document library
Generate professional financial advice documents that pull data directly from your modelling and CRM platform, creating digital, shareable documents in minutes.
Statement of Advice (SOA)
Comprehensive financial advice documents that outline recommendations, strategies, and rationale for client decisions.
Terms of Engagement (TOE)
Clear engagement letters that establish the scope of services, fees, and expectations between adviser and client.
Trust & Partnership Agreements
Specialised documents for trust and partnership structures, automatically generated from your platform data.
Discovery Documents
Comprehensive fact-finding questionnaires and client information gathering forms that feed directly into your modelling.
Risk Profile Assessments
Detailed risk tolerance and capacity assessments that automatically update your client's investment profile.
Review & Monitoring Reports
Regular review documents that showcase live portfolio performance and goal progress with interactive charts.
Why choose Wealthie for document generation?
Seamlessly integrated platform that saves hours of manual work
Live Data Integration
Documents auto-populate with real-time data from your modelling and CRM
Digital & Shareable
Generate professional PDFs that can be instantly shared with clients
Time Savings
Reduce document creation time with automated generation
Documents powered by your data
Stop manually copying data between systems. Generate professional documents that automatically pull the latest information from your CRM and modelling platform.
CRM & Household Data
Financial Modelling
Generated Documents
Client Data
Personal details and contact information automatically populate across all documents
Financial Data
Assets, projections, and analysis flow directly from your modelling platform
Risk Profiles
Risk assessments and capacity scores integrate seamlessly into advice documents
Household Context
Family relationships and joint goals are reflected in all generated documents
AI-powered content creation
Let AI transform your complex financial data into clear, professional narratives that clients understand and appreciate.
Chart Descriptions
AI automatically generates clear, professional descriptions for your financial charts and graphs.
Plan Narratives
Transform complex financial data into compelling, client-friendly explanations and recommendations.
Style Customisation
Choose from different writing styles and tones to match your communication preferences and client needs.
From technical to client-friendly
See how AI transforms dry financial data into engaging client communications
Manual Text Creation
The client's portfolio shows a 7.2% annual return over the past 5 years with a standard deviation of 12.8%. Asset allocation consists of 60% equities, 30% bonds, and 10% alternatives. The Sharpe ratio is 0.56.
AI-Enhanced Description
Your portfolio has delivered strong performance with a 7.2% annual return, outpacing inflation while maintaining moderate risk levels. The balanced 60/30/10 allocation across equities, bonds, and alternatives provides solid diversification. This risk-adjusted performance (Sharpe ratio of 0.56) demonstrates efficient capital deployment aligned with your moderate risk tolerance.
Smart Analysis
AI analyses your data patterns and generates contextual insights automatically
Customisable Tone
Adjust the writing style to match your brand voice and client communication preferences
Instant Generation
Generate professional content in seconds, not hours of manual writing
Always Consistent
Maintain consistent quality and messaging across all your client documents
Simple document generation
Create professional documents in just 5 straightforward steps. Choose, configure, generate, review, and share - it's that simple.
Choose Document Type
Select the document you need from available templates
Configure Settings
Customise document options and data sources
Generate Document
Platform pulls data and creates your document
Review & Edit
Review the generated document and make any adjustments
Share & Deliver
Export and share your completed document
Template Library
Access a comprehensive library of professional document templates ready for customisation.
Data Integration
Seamlessly pull client and financial data from your existing CRM and modelling platform.
Simple Process
Straightforward 5-step workflow that transforms hours of work into minutes of effort.
Ready to revolutionise your document workflow?
Available now in beta for financial advisers with paid modelling accounts. Experience intelligent document generation that transforms hours of work into minutes.
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
Beta access included with paid modelling accounts. Start generating documents today.
Get Beta Access
Complete the form below and our team will set up your document generation access with your existing modelling account.