Bespoke client reports,
automated end-to-end —
in your firm's voice.
Advisens learns the structure, language, and product universe of your existing reports. Upload an assessment, review pack, or pitch document once — and every future client report is pre-populated, fact-checked, and ready to ship in minutes, not days.
Your reports. Your protocol. Faster.
Advisens is not a report generator. It is a layer that sits over the reports you already produce — and removes the manual stitching between meeting, recommendation, and delivery.
Upload your templates
Your firm's assessment report, review pack, and introductory document. Advisens reads them, learns the section structure, your voice, and the products you actually recommend.
Run your meeting
Fireflies, Otter, Read.ai, or your own typed notes. Advisens ingests the meeting context and matches it against your previous reports — so recommendations stay consistent with the work your firm has signed off on before.
Ship the report
A populated, fact-checked, on-brand report in your template — ready for adviser review. You edit, you sign off, you deliver. The agents handle the heavy lifting in between.
A 47-page bespoke report,
built end-to-end in ~14 seconds.
Fictional discovery call · ingested through Fireflies · populated into an uploaded firm template · reviewed by four specialist agents · ready for adviser sign-off.
DISCOVERY CALL · 22 May 2026
Captured via Fireflies · 53 min
CLIENT
James Whitlock-Bryant, 45
British · KSA resident since 2020
Visa: KSA employment + UAE Golden
Director, Infrastructure Investments
Public Investment Fund (Riyadh)
SPOUSE
Caroline Whitlock-Bryant, 42
British · ex Allen & Overy lawyer
Not currently working
DEPENDENTS
3 children · ages 7, 10, 13
All at British International
School Riyadh (BISR)
School fees ~SAR 285k / year
INCOME (monthly)
PIF salary SAR 145,000
Avg bonus SAR 60,000
Living costs -SAR 38,000
Surplus SAR 167,000
ASSETS
Cash Riyad Bank SAR 280,000
Cash NatWest UK GBP 88,000
Cash Emirates NBD AED 215,000
(DMCC freezone biz)
KSA EOSB accrued SAR 1,200,000
PIF DC pension SAR 580,000
UK Surrey home GBP 950,000
· mortgage GBP 420,000
· rented (£4,200/m)
UK Clapham BTL GBP 580,000
· mortgage GBP 180,000
· rented (£2,400/m)
UK Aviva (frozen) GBP 145,000
UK ISA Vanguard (frzn) GBP 78,000
STRUCTURE
DMCC freezone company
(occasional consulting)
UAE Golden Visa via DMCC
PROTECTION
Life cover 3× salary (PIF)
Critical ill. none
UK will drafted 2017, stale
KSA will none
UAE wasiya none
GOALS (client's words)
1. "Return to UK in 2031,
cleanly, with kids settled"
2. "EOSB is just sat there"
3. "Worried about UK tax position
on return"
4. "Too cash-heavy, want growth"
5. "Caroline's NI restart on UK
return needs sorting"
6. "School fees in UK will be
£75k+ a year from 2031"
CONCERNS
"5 years feels like nothing.
We've not really planned."
"PIF gratuity is the wildcard."
RISK PROFILE
ATR completed: Balanced-Growth
REPORT TEMPLATE
firm-bespoke-assessment-v3 (47 pages)
· cover · team · firm credentials
· client class · asset overview
· retirement math · UK tax bands
· KSA EOSB analysis · platform
· illustration · philosophy
· market outlook · team
· risk mandates · MPS returns
· GBP/USD MPS · holdings
· portfolio changes · fees
· compliance · timeline
· servicing · sign-off
Four specialist agents.
One coherent document.
Each agent has a single specialty and hands off to the next. Output stays consistent across a 50-page document because the orchestration is deterministic, not chat-based.
Discovery agent
Reads the meeting — whether captured by Fireflies, Read.ai, Otter, or your own typed notes. Extracts the fact find, stated goals, the implicit concerns, household composition, and any specific instructions the adviser gave mid-call. Structures it as a profile ready for downstream agents.
Profile agent
Cross-references the meeting against your firm's prior reports. Identifies which sections of your template need the most attention. Flags ambiguity for adviser confirmation before drafting.
Template agent
Populates your firm's template — the same one you uploaded. Writes in your voice and structure. Recommendations come from your firm's approved universe, not external lookups.
Verification agent
Final pass for numerical consistency across the document, typo detection, disclosure language compliance with the regulator in the client's jurisdiction, and adherence to the firm-specific style your prior reports established.
Not just new business.
Every document you currently produce by hand — automated. Advisens stores, learns from, and upgrades the entire body of work your firm ships.
New client assessment reports
Full bespoke assessment from a single discovery call. Profile, gap analysis, DC pension review, recommendations, portfolio composition, fees, compliance — populated in your template, ready for adviser sign-off the same day.
Annual & quarterly review packs
Pulls the last review, updates valuations, refreshes the fact find against flagged changes, refreshes portfolio commentary. Generates a side-by-side delta since the last review.
Introductory pitch documents
Tailored to industry, nationality, jurisdiction of residence, family composition, and stated wealth bracket. No generic decks across every meeting.
Recreated & repurposed reports
Take any existing report in your library and rebuild it for a new client profile. Same depth, same structure, new specifics.
Every report you've shipped, indexed and ready to redeploy.
Advisens stores every document the agents produce — and every existing one you upload. The more your firm uses it, the more the agents learn your house style.
“Why can't I just use ChatGPT?”
A reasonable question. The honest answer is that an LLM and a multi-agent report platform built for advisory work are not in the same category.
Your report is your infrastructure. It is what sells you.
Two advisers, same prospect, same discovery meeting. By coincidence both arrive at the same recommendation. The prospect now decides on two things: who did they get on with, and whose work landed better when it hit the table. The adviser running ChatGPT cut and paste will not touch the sides of the adviser running four specialist agents that improve every single time they ship.
Generic LLM, manual stitching
A single chat window with no memory of your firm. You type "rewrite this section with these new client details," paste, format, fact check, hope the disclosure language is right. Next prospect, you repeat the entire exercise from scratch.
- ·The report stays at the same quality level forever. No compounding improvement, just copy and paste.
- ·Every output is a one off. The voice drifts, structure varies, language slips between reports.
- ·No firm context. You can paste your template, but the LLM has no memory of the 100+ other reports you have shipped.
- ·Disclosures are at the operator's discretion. A general model will skip, paraphrase, or fabricate regulatory wording.
- ·Your clients never see you improving. The materials look the same as they did a year ago.
Advisens, four agents working together
A specialist orchestration designed only for advisory work. Discovery, Profile, Template and Verification agents hand off automatically, each one carrying your firm's voice and product universe. Every report you ship makes the next one better.
- Quality compounds with use. The agents learn your structure, recommendation patterns, and house style every time you ship.
- Consistency across the whole library. Voice, structure, numeric cross references, disclosure language, all locked.
- Fact checked by a dedicated agent. Numbers reconciled across sections, typos flagged, regulator specific wording verified.
- Your IP, in your firm's product universe. Recommendations only ever come from products your firm has signed off on.
- Adviser time, recovered. Paraplanners and advisers spend less on report mechanics, more on client work.
Simple, per-seat. Bill the firm or the adviser.
Solo
Independent adviser
- 1 adviser seat
- Up to 25 reports / month
- Upload your firm's templates
- Read.ai, Fireflies, Otter integrations
Team
Small firms — 2 to 10 advisers
- Up to 10 adviser seats
- Unlimited reports
- Multi-template library
- Cross-adviser report library
- Admin dashboard & audit log
- Priority onboarding support
Firm
Established firms — 10+ advisers
- Unlimited seats
- White-label option
- SSO + role-based access
- Firm-specific compliance rule set
- CRM & back-office integrations
- Dedicated onboarding manager
Tell us about your practice.
We are onboarding GCC and international advisory firms in batches. Send a brief and we will set up a 20-minute walkthrough — using one of your own report templates so you can see Advisens work on the document you actually ship.