How it works

Your advice, turned into a client-friendly video in just a few clicks.

Upload SOA & Extract

Drop your client’s SOA directly into our platform. That’s it - no templates, no retyping, no fuss.

We get to work instantly, pulling out the key details: their situation, goals, advice, and next steps.

At this point, the SOA is deleted. We do NOT keep a copy of your document

Simplyfy

We translate complex advice into clear, conversational language - exactly how you’d explain it face to face.

Visualise

Using a whiteboard-style format, we create a short 3–5 minute video that’s engaging, friendly, and easy to follow.

Approve

Despite best intentions, we understand things don't always turn out how we'd like. That's why we give you unlimited revisions - we all want the best result!

Send it!

The finished video is emailed directly to your client, complete with your branding and contact details.

Track it!

You'll see when they open the email, watch the video, and how many times they come back - so you know exactly when to follow up.

What Advisers Are Sending

Real examples from real SOAs - all turned into short, sharp videos your clients actually watch

  • All
  • Statement Of Advice
  • Insurance
  • Superannuation
  • Retirement
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Insurance
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SOA & Super
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Super & Retirement
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Retirement
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SOA
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SOA & Insurance

Some of Company Real Facts

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Projects delivered

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Cup of coffee

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Start growing with AI Adviser Tools today!

We’re currently in private beta — but spots are filling fast.

Join the waitlist to be one of the first to simplify your advice, impress your clients, and never send a 45-page PDF again.

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