Grow the firm on the team you already have.
Operator coordinates the work between your people and your agents. Advisers spend their week with clients, the jobs behind them stop waiting, and every step follows your rules. That’s how a firm takes on more clients without adding people to keep up.
The ceiling is the operating model, not the effort.
For as long as anyone can remember, a firm grew by hiring. Now there are fewer advisers each year and the levies keep climbing, so every hire made to keep up squeezes the margin a little more.
Your people aren’t the constraint. The handoffs between them are. When agents take the steps in between, the same team does far more of the work only they can do.
Spend it where it matters most to you: more clients per adviser, deeper reviews, or a support team building client books of their own.
What the time back is worth.
Put in your own numbers. The hours are the ones your advisers get back from meeting notes, preparation and admin, turned into the clients they could look after.
AI your board can sign off.
Every agent has a job description: the work it takes, what it needs a person to approve, and the data it can see. ASIC has told licensees their governance has to keep pace with their use of AI. This is the register your board, your licensee and your auditor can read, and you can change any of it.
Alcova’s deep Wealth Management domain expertise and incredible technical talent are pushing the envelope of what’s possible in AI, unlocking efficiency gains while strengthening our information security posture.
Every step on the record.
Your checks run as the work is done, and each job keeps a time-stamped record of what was relied on, what was checked and who approved it. It shows the service behind every ongoing fee, and when your licensee or an auditor asks, you hand it over instead of rebuilding it from inboxes.
Sealed the moment it’s approved, with every check and approver on it.
A firm that doesn’t rely on one person.
Your procedures live in Operator, not in someone’s head. When people are away, move on, or the firm changes hands, every job keeps running the same way. A firm that runs without its owner in every step is also the kind buyers look for.
Begin with the job that waits longest.
We map it with you, run it alongside your team, and add the next job once the first has earned it. Nothing changes overnight.
Common questions.
How is this different from the AI our advisers already use?
Those help one person with one task. Operator runs the firm’s jobs across people and agents, to your procedures and approvals, with every step on the record.
Isn’t this just quicker notes and emails?
Notes and emails are where advisers feel it first, and that time goes back to clients. The bigger change is the work stuck between people: the document sitting days in a queue, the form, the handoff. Operator takes those steps too, and that’s what changes how many clients each adviser can look after.
How do we govern the AI?
Each agent has set work, set approvals and set data, and you can change any of them. Nothing reaches a client in words your firm hasn’t approved, and the record shows every step. See security.
Does the new privacy rule on automated decisions affect us?
It can. If the Privacy Act applies to your firm and a computer program makes, or substantially and directly contributes to, decisions that could significantly affect a client, then from 10 December 2026 your privacy policy must describe those kinds of decisions and the personal information used. The agent register shows which work agents take and where a person decides, which is where that disclosure starts.
Can our offshore or outsourced team work in it?
Yes. ASIC’s October 2025 review found licensees using offshore providers weren’t regularly checking that work, and the obligations stay with the licensee wherever the work is done. In Operator, every step an offshore or outsourced team takes is on the same record as your own team’s, and each person sees only the clients they’re meant to.
What happens when a better AI comes along?
You switch to it. Your procedures, rules, data and record live in Operator, not in the AI, so you can move to a different AI without rebuilding anything.
How does a rollout start?
With one job. Meeting notes and the CRM are an easy first step, or bring the job that waits the most. Nothing disrupts how the firm runs day to day.
What does it cost?
One price per person each month, however much your team runs through it: $350 for Operator, $50 for Meetings and CRM, and Enterprise priced with you. See pricing.
Is our client data safe?
Yes. It’s hosted in Sydney, access stays inside your firm’s permissions, every action is logged, and your data is never used to train anyone’s AI. See security.
Bring the job that slows the firm down.
Bring one job to a half-hour call, and we’ll show you what it would free up across the firm.