Intelligent Strategy Analysis for Australian Advisers
Transform hours of strategy research into minutes. Strategy Engine evaluates client profiles and recommends suitable strategies, ready for adviser review and documentation.
Welcome to Strategy Engine
Streamline your financial strategy recommendations
Completed
12
In Progress
5
Draft
3
Recent Clients
View AllJohn Smith
Age: 45 • Last updated 2 days ago
Mary Brown
Age: 38 • Last updated 1 hour ago
How It Works
Three simple steps to comprehensive financial strategy analysis
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Import Documents
- Upload client PDFs and let our AI extract all relevant financial data automatically
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Run Evaluation
- Click to analyse 10 strategies simultaneously against current regulations and client goals
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Review Analysis
- Receive a detailed analysis for each strategy, a client summary, and a prioritised strategy report, ready to support your advice process
AI-Powered Document Import
Save hours of manual data entry with our intelligent document processing system. Simply upload PDFs and watch as our AI extracts and organizes client information automatically.
Document Import
AI PoweredUpload PDF documents
AI extracts data automatically
Client Details
Name, DOB, Income extracted
Insurance Policies
2 policies need review
Super Funds
3 accounts identified
Ready to import
15 data points extracted
Instant Data Extraction
AI analyses documents and extracts client details, financial data, and policy information in seconds
Smart Validation
Automatically validates extracted data and highlights items that need review before import
Seamless Integration
Imported data flows directly into client profiles and strategy assessments with full audit trail
Comprehensive Strategy Evaluation
Once your client data is imported, Strategy Engine analyses dozens of financial strategies simultaneously, evaluating each against your client's unique circumstances and goals.
Intelligent Analysis
AI evaluates multiple strategies based on tax implications, risk tolerance, and regulatory compliance
Quantified Benefits
See projected savings, tax benefits, and long-term outcomes for each recommended strategy
Prioritised Recommendations
Strategies are ranked by impact and urgency, helping you focus on what matters most
Strategy Evaluation
Sarah Johnson • Age 45
Early Insight Detected
Potential $3,245 annual tax saving through salary sacrifice optimisation
Evaluation Progress
Est. 2 minutes remaining
See Strategy Engine in Action
Here's an example of a comprehensive strategy evaluation for a typical client scenario
Sarah Johnson
Age 45 • $125,000 income • Moderate risk • 2 dependants
Evaluation completed
8 strategies analysed
Top Recommended Strategies
Concessional Super Contributions
Salary sacrifice to superannuation
Tax Saving
$3,245/year
Contribution
$10,000/year
Available Space
$18,000
Life & TPD Insurance Optimisation
Restructure insurance through super
Premium Saving
$2,100/year
Coverage Gap
$150,000
New Premium
$3,200/year
Additional Debt Repayments
Accelerate home loan repayment
Interest Saving
$68,420
Time Saved
4.2 years
Extra Payment
$500/month
Interactive Calculators Available
Adjust assumptions and see real-time impact
Ready to experience Strategy Engine?
Join the early access program and transform how you deliver financial advice