AI SOFTWARE FOR FINANCIAL PLANNERS
More time for advice. Less time on administration.
Jaide is building AI software that helps financial planners collect client information, structure advice workflows and explain complex strategies more clearly.
Designed to support the adviser’s professional judgement — not replace it.
Client onboarding draft
Client conversation
What changed since your last review?
I’ve started a new role and want to revisit insurance.
Structured profile
Adviser review
Review client changes before progressing the advice workflow.
Next action
Outstanding: confirm policy ownership and beneficiary details.
Product preview
Financial advice is valuable. The administration around it should not get in the way.
Financial planners spend significant time collecting information, checking incomplete data, navigating disconnected systems and translating complex strategies into something clients can understand. Jaide is being designed to reduce that friction.
Repetitive information gathering
Static forms and repeated follow-ups create unnecessary work for advisers and clients.
Fragmented advice workflows
Important client information, tasks and decisions can become dispersed across documents, emails and separate systems.
Complex client communication
Clients can struggle to understand how recommendations connect to their circumstances, priorities and goals.
One intelligent workflow from the first conversation onward
Jaide brings conversational client engagement and structured adviser workflows together, helping practices move from information gathering to informed action more efficiently.
Conversational client onboarding
Guide clients through information gathering using a natural, step-by-step experience instead of an intimidating static form.
Structured information capture
Turn client responses into organised information that advisers can review, validate and use throughout the advice process.
Intelligent workflow support
Help advisers identify missing information, next actions and relevant considerations as a client progresses through the advice journey.
Contextual prompts
Surface relevant prompts at appropriate points in the workflow without overwhelming the adviser or interrupting the client conversation.
Clearer client explanations
Use visual and plain-English experiences to help clients understand their position, options and the reasoning behind advice.
Adviser-controlled AI
Keep professional judgement at the centre. Advisers review, amend and approve information before it is used with a client.
01
Invite
The adviser invites the client into a guided digital experience.
02
Understand
Jaide gathers information conversationally and identifies incomplete or inconsistent responses.
03
Structure
Client information is organised into a format that is easier for the adviser to review and use.
04
Support
Jaide provides relevant workflow prompts, explanations and decision support.
05
Advise
The financial adviser applies professional judgement and remains responsible for the advice delivered to the client.
Financial advisers
Spend less time chasing information and more time understanding and advising clients.
Practice owners
Create more consistent workflows and improve practice capacity without compromising the client experience.
Paraplanners and operations teams
Receive better-structured information and reduce avoidable rework across the advice process.
Licensees and advice groups
Support more consistent, reviewable and controlled use of AI across adviser workflows.
AI should make advice more human — not less
Jaide is being developed around the relationship between the adviser and the client. Technology should remove friction, improve understanding and support better professional decisions without turning advice into an impersonal automated process.
Human-centred
Start with the client conversation rather than the technology.
Adviser-led
AI assists the workflow. The adviser retains judgement and control.
Explainable
Present information and suggestions in a form that advisers and clients can understand.
Compliance-aware
Integrate prompts and review points into the workflow rather than treating compliance as a separate final step.
See the advice workflow differently
A connected experience for the client, adviser and advice team.
Client conversation
Client profile
Adviser workspace
Outstanding information
Workflow prompts
Client visualisation
Client conversation
Let’s confirm your goals before your review meeting.
I’d like to understand the trade-offs before making changes.
Client profile
Adviser workspace
Review, amend and progress the workflow before client use.
Outstanding information
Confirm income details and recent insurance changes.
Workflow prompts
Prompt adviser review before progressing to next step.
Interface shown for illustrative purposes.
Building practical AI for financial advice
Sydney, Australia
Jaide is an Australian technology company building AI software for financial planners.
Our goal is to help advice practices deliver a more engaging client experience, reduce administrative friction and use artificial intelligence responsibly within professional financial advice workflows.
Jaide’s development has focused on conversational information capture, adviser productivity, data quality, client understanding and the careful integration of workflow support.
Help shape the future of adviser-led AI
Jaide is seeking financial planning practices interested in testing new ways to improve client onboarding, adviser workflows and client communication. Join the pilot program to explore the platform and contribute practical feedback from inside the advice process.
Apply to Join the Pilot
Join the Jaide Pilot
Tell us a little about your practice and the workflow challenges you would like to improve.
Thank you for your interest in Jaide. We will review your details and contact you about the pilot program.