Take on more clients without adding more people.
Operator acts across your firm’s systems the way your team already works, carrying your firm knowledge, client context and adviser preferences into whichever AI tool you choose. Real work, done under the controls you set.
The most time is lost between tasks.
A tool speeds up the task itself. But the day is lost in the waiting between tasks, where work sits for the next person to pick it up. Operator learns your firm’s workflow and removes those time gaps, handing each step to the next the moment it is ready.
Watch it produce a Statement of Advice.
One prompt. Operator pulls the client history, runs the fee and ASIC compliance checks, then composes the advice record, drawing on your firm’s knowledge the whole way.
The work it takes on.
Work the firm no longer has to staff.
Works across the whole firm.
Operator works across research, marketing, compliance and advice, drawing on each function’s own resources to produce the work it runs on. The more of the firm’s context it holds, the more it can safely take on.
- Model portfolio updates
- Fund and product due diligence
- Client-ready market notes
- Quarterly updates in your firm’s voice
- Campaign and event content
- Prospect follow-ups
- Advice files checked against policy
- Breach and audit evidence
- ASIC reporting prepared
- Statements and Records of Advice
- Authority to Proceed
- Fact finds from meetings
Runs your procedures, not generic ones.
The firm’s own procedures run end to end, with each task handed off and carried across the firm as it completes. Your team works from the Alcova app, or from frontier AI such as Claude. The catalogue of systems it connects to lives on How it works.
Quarterly review, as your firm runs it
Stays inside the firm’s control.
Every action sits within permissions the firm sets. Approvals gate anything that reaches a client, and everything Operator does goes on the record.
The firm decides, Operator follows
Switch AI tools without starting over.
Your firm’s knowledge, governance and client context live in Alcova, not inside any one AI tool. So the model is a choice you can change, the week a stronger one ships or a cheaper one appears.
The system the firm can trust.
Operator works closest to the client file, so it carries the strictest controls in the product.
Audited continuously.
Everything stays in Sydney.
Operator sees what you allow, nothing more.
Every action, on the record.
Evidence your licensee can hand over.
The full treatment lives on Security.
The questions firms ask first.
What is Alcova Operator?
Operator is the premium tier of Alcova, the foundation for advice firms. It holds the firm’s context and does real work across the firm’s systems. Drafting documents, assembling data rooms and running the firm’s own procedures end to end.
How is Operator different from a notetaker or a general chat assistant?
Those tools speed up the task in front of one person. Operator runs the process around the task, across the firm’s systems, holding the firm’s context as it goes. The notetaker is one of its entry points, not the category.
How do firms usually start?
Small. Most begin with Meetings, transcription and file noting, then hand over more of the process at their own pace.
What does Operator integrate with?
The systems advice firms already run. The CRM, the platforms, email and calendars. The full catalogue and the mechanism live on How it works.
Is Operator secure?
SOC 2 Type II, Australian data residency in Sydney, permissions the firm sets and an audit trail of every action. The full treatment is on Security.