Vera PLAN©
One-Meeting SOA
From fact-find to signed SOA in a single meeting. Vera PLAN drafts your Statement of Advice from the fact-find, risk profile and transcript while you're still in the room. You review. You sign. Done.
Financial Services · AI Paraplanning for Advisers
VerafyAI Advisor
One meeting. Your SOA. Done.
Live — Founding Adviser Programme open
VerafyAI Advisor
Financial Services · AI Paraplanning
One workspace. Every client. Every portfolio. VerafyAI Advisor cuts Statement of Advice turnaround from three weeks to a single client meeting — for licensed financial advisers, accountants and family offices. Fact-find, risk profile and meeting transcript go in; a compliant draft SOA comes out, ready to review and sign before the coffee's cold.
Vera PLAN© · Vera FLOWS©One-Meeting SOAASIC-aligned audit trailData hosted in Australia
Under the Hood
The engineering behind VerafyAI Advisor
Two engines run the practice: Vera PLAN© composes the draft SOA from the fact-find, risk questionnaire, portfolio data and the live meeting transcript; Vera FLOWS© orchestrates the adviser workflow around it — invite, consent, record, issue, retain. Compliance isn't a bolt-on; it's captured in the background while you work.
Technical Highlights
- Best Interests Duty (s.961B) evidence captured automatically on every decision; recording consent timestamped
- One-click ASIC export and a full audit trail — 7-year encrypted retention (Corporations Act s.912G)
- All client data hosted in Australia, AES-256 at rest, APP 11 controls, no third-party data sharing
- Per-client billing with unlimited portfolios (super, SMSF, joint, trust, personal) — 99.9% uptime SLA
Industry
Platform Features
From "I'll get back to you in three weeks" to "Here's your SOA."
Run every client portfolio from one workspace, anywhere — coffee shop, client's home, between meetings. Spend your hours back where they belong: with your clients.
One client, one price
Unlimited portfolios per client
Real clients have super, SMSF, joint, trust and personal accounts. We charge for clients, not accounts — add as many portfolios per client as they actually have. No per-portfolio surprises, no month-end spreadsheet stitching.
Compliance
Baked in, not bolted on
Audit trail on every decision, one-click ASIC export, Best Interests Duty evidence captured automatically, 7-year retention, consent timestamped. You don't think about it — until your next audit, when you appreciate it.
Licensing
AFSL — bring yours, or use ours
Hold your own licence or operate as an AR? Plug in and go. Don't yet hold one? Apply through our licensee partner network via the AFSL Umbrella add-on and practise while it's sorted. No multi-year lock-in either way.
Vera FLOWS©
Freedom. Anywhere.
Any device, any modern browser — full-fidelity workflows with no app installs, no desktop client, no VPN gymnastics. Open your browser, sign in, work. The platform is up 99.9% of the time, every time zone.
Tax Engine
Tax Pack per client
An ATO-aligned tax pack for every client, unlimited years, generated in one click alongside the SOA — so the numbers your advice rests on are ready the moment you need them.
How it works
Four steps to a signed Statement of Advice
Most advisers complete their first end-to-end run inside a week of signup.
Step 0
Sort your licence
Hold an AFSL or an AR authorisation? Confirm your number in settings and you're live. If not, apply to a licensee partner through the platform — most onboard new ARs within 4–8 weeks.
Step 1
Invite your client
Generate a secure code, send it however you like — email, SMS, in person. They redeem in 30 seconds and are locked to you as their adviser.
Step 2
Run one meeting
With consent, record the conversation and walk the conversational fact-find. The risk questionnaire takes 12 minutes. By the end, every input the SOA needs is captured.
Step 3
Issue the SOA
Vera generates the draft. You edit. You sign. The client e-acknowledges. The audit trail is automatic and the tax pack is one click away.
A clear split — who does what
- VerafyAI is a software platform, provided by Axient AI Pty Ltd (ABN 21 688 793 151) — not the holder of an Australian Financial Services Licence, and it does not supervise advice quality.
- SOAs are drafts — they populate from the information you provide and are for review, edit and signature by the licensed adviser before issue.
- You remain responsible for meeting Best Interests Duty (s.961B) and your obligations under the Corporations Act 2001, ASIC RG 175 and your AFSL conditions.
More from the portfolio
Founding Adviser Programme
Start free — 10 clients on us
Set up your account, invite a test client, run through the fact-find and generate a sample SOA. Ten clients free, forever — upgrade only when you outgrow it. Founding Adviser pricing is locked for the lifetime of the account.