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Companies / AdvisorTech / Planning Support / Client Meeting Support / Client Data Gathering / AI Assistants/Agents / AI Platforms

AdviseWell

MCPWorks with AI assistants like Claude and ChatGPT. MCP docs ↗

From $129per advisor / month
$129, $179 per advisor / month (plans on the pricing page) · checked Oct 2026 · Pricing page ↗

AdviseWell is an AI advice platform for Australian financial advisers. It captures the meeting, writes the file note, fills in the fact find, runs 51 calculators built for Australian rules and drafts the Statement of Advice in the firm's own Word template. The adviser checks and signs off each step. Client data is stored in Australia.

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Features

34 of 48 answered so far. Compare all AI Assistants/Agents tools → · Compare all AI Platforms tools → · Compare all Client Meeting Support tools →

AI Assistants/Agents

Drafts emails · Writes client emails and replies for you to send
✓ Yes · per the company
Replies to clients for the adviser to check and send
Meeting notes · Records meetings and writes the notes
✓ Yes · per the company
File note in the firm's own format
Works in your CRM · Reads and updates records, notes and tasks in the CRM
◐ Partly · per the company
Salesforce only; what syncs depends on firm setup
Reads documents · Pulls data from statements, tax returns, estate documents and forms
✓ Yes · per the company
Reads any uploaded document type
Uses account data · Answers questions with live custodian or portfolio data
Not known yet
Client & prospect research · Researches clients and prospects before you meet
◐ Partly · per the company
Client briefs from the client file; web search
Planning analysis · Answers planning and tax questions about a client
✓ Yes · per the company
51 calculators built for Australian rules; scenario modelling
Takes actions on its own · An agent: finishes multi-step tasks, not just answers
Not known yet
You approve before it acts · Nothing goes to a client or a system until you OK it
✓ Yes · per the company
Adviser reviews, edits and signs off each step
Build your own workflows · Set up your own prompts, agents or automations
Not known yet
Compliance review · Checks emails and content for compliance before they go out
✕ No · per the company
Marketing content · Writes posts, newsletters and other marketing
✕ No · per the company
Doesn't train on your data · Your and your clients' data isn't used to train AI models
✓ Yes · per the company
Client data is not used to train third-party models
Mobile app · A native iOS or Android app
◐ Partly · per the company
Installable web app on the phone, not a native app
Open API · A documented API for other tools
✕ No · per the company
MCP server instead
MCP server · AI assistants like Claude and ChatGPT can use it
✓ Yes · per the company
Works in ChatGPT and Claude, within the user's permissions

AI Platforms

Team or enterprise plan · A business plan with shared billing and workspaces
✓ Yes · per the company
Enterprise plan
Doesn't train on your data · Business data isn't used to train its models by default
✓ Yes · per the company
Client data is not used to train third-party models
SSO & admin controls · Single sign-on, user management and usage controls
✓ Yes · per the company
SSO on the Enterprise plan; firm admin controls
Data retention controls · Set how long chats and files are kept, and export them
✓ Yes · per the company
Firm sets how long recordings and data are kept
Reads files · Upload PDFs, spreadsheets and documents to work with
✓ Yes · per the company
Reads any uploaded document type
Web search · Searches the web and cites its sources
Not known yet
Deep research · Researches a question across many sources and writes a report
Not known yet
Projects & custom assistants · Saved instructions and files for repeat work (Projects, GPTs, Gems)
Not known yet
Connects to your apps · Works with your email, calendar, files and other apps
Not known yet
Uses MCP servers · Can connect to tools that have an MCP server (CRMs, planning software…)
Not known yet
Agent mode · Takes actions for you, like using a browser or your apps
Not known yet
Meeting notes · Records or summarizes meetings
✓ Yes · per the company
File note in the firm's own format
Voice mode · Talk to it out loud
Not known yet
Inside Microsoft 365 or Google · Works inside Outlook, Word, Excel, Gmail or Docs
Not known yet
Mobile app · A native iOS or Android app
◐ Partly · per the company
Installable web app on the phone, not a native app
API · A documented API for building your own tools
✕ No · per the company
MCP server instead

Client Meeting Support

AI meeting notes · Records the meeting and writes the notes and summary for you
✓ Yes · per the company
File note in the firm's own format
Meeting prep · Builds an agenda or client brief before the meeting
✓ Yes · per the company
Brief me on a client
Follow-up emails · Drafts the follow-up email to the client after the meeting
✓ Yes · per the company
Action items & tasks · Pulls out the to-dos and creates tasks
✓ Yes · per the company
Task list from the meeting
Sends notes to your CRM · Notes, tasks and client details go straight into the CRM
◐ Partly · per the company
Salesforce only
Fills in client data · Updates client facts (family, accounts, goals) from what was said
✓ Yes · per the company
Fills in the fact find
In-person meetings · Works for meetings in your office, not just video calls
✓ Yes · per the company
Phone web app, with client consent
Phone calls · Records and summarizes phone calls
Not known yet
No bot in the meeting · Records without a bot joining the call as a guest
✕ No · per the company
A bot joins Zoom, Google Meet and Teams calls
Custom note templates · Notes in your format, by meeting type
✓ Yes · per the company
Compliance-ready notes · Flags compliance topics and keeps notes for books and records
Not known yet
Recordings not kept · Option to delete the audio once the notes are written
◐ Partly · per the company
Retention controls set how long recordings are kept
Multiple languages · Transcribes meetings in languages other than English
Not known yet
Mobile app · A native iOS or Android app
◐ Partly · per the company
Installable web app on the phone, not a native app
Open API · A documented API for other tools
✕ No · per the company
MCP server instead
MCP server · AI assistants like Claude and ChatGPT can use it
✓ Yes · per the company
Works in ChatGPT and Claude, within the user's permissions
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