Source documents in. Adviser-ready advice pack out.
Five controlled workflows: three to produce adviser-ready advice files, and two to review existing advice for risk and remediation. Each workflow runs through the same six-step control layer, retains the same evidence trail, and ends with the adviser making the release decision.
Adviser-supervised by design. Finlogica does not provide personal financial advice. Authorised advisers and licensees retain advice scope, client-facing judgement, approval and record-keeping responsibility.
The four capabilities behind controlled advice workflows.
Detect AI risk in adviser practice. Defend files through structured controls and retained evidence. Produce adviser-ready advice packs. Extend the workflow across the licensee through integrations, tenancy and platform routing.
Detect
Identify where unstructured AI is already entering advice work, and where firm-level exposure may arise.
- Adviser-level AI usage signals
- File reproducibility gaps
- Privacy-sensitive AI patterns
Defend
Apply the control layer around the model — structured inputs, deterministic calculations, controlled drafting, file checks, retained records and adviser approval — so each file can be reconstructed and defended.
- Six-step control trajectory
- File-control checks with evidence
- Reviewer notes and approval history
Produce
Generate adviser-ready advice outputs — SOAs, rebalancing advice and wholesale strategy papers — with deterministic calculations, file-control checks and retained evidence.
- Statement of Advice, ROA
- Trades workbook + IRESS FIX file
- Adviser checklist + client email draft
Extend
Connect the workflow to the existing advice, compliance and execution stack — without replacing the licensee's adviser desktop or wealth platform — and scale it across the licensee through controlled tenancy, API integration and platform routing.
- IRESS / FIX integration
- Platform routing (HUB24, Netwealth, Praemium)
- Dedicated tenancy where required
Choose a workflow to see inputs, outputs and the resulting delivery pack.
Three Produce workflows generate adviser-ready advice files. Two Review workflows assess existing files for risk, remediation and file defensibility.
Run 001498 · Mr Max Smart · 29 April 2026
A reference delivery pack used in licensee briefings. Six adviser-ready outputs generated through the controlled pipeline, scored against the file-control framework and available to qualified licensee enquiries.