Secure Private-Client Services
Move faster, move safer and build trust with your clients through our integrated solution.
Common Challenges
Tool Fragmentation
Lack of interoperability between CRM, email systems, and knowledge bases creating inefficiencies.
Record Keeping
Time-consuming manual processes for maintaining AFSL compliance records and documentation.
Data Security
Risk of accidentally sending sensitive client information to wrong recipients.
How Alcova Helps
Automated Compliance
- AI-powered advice detection and record keeping
- Structured data capture for investment recommendations
- Automated AFSL compliance documentation
Enhanced Security
- Outlook Add-In prevents misdirected emails
- Secure client data handling
- AI assistants dedicated to your firm
Real-World Applications
Investment Advice Compliance
Automatically capture and structure investment recommendations, including instrument details, action types, and advice rationale.
Example Detection:
"BUY - BHP - 20,000 shares - XYZ Family Trust - Personal Advice: Aiming to adjust resource sector holdings"
Complex Financial Planning
Access relevant internal expertise quickly for complex scenarios like employee share schemes (ESS) and strategic financial planning.
Example Query:
"Show me recent advice on employee share scheme benefits and risks"
Key Benefits
Time Savings
10-15% daily time improvement through automated record keeping and workflows.
Risk Reduction
Prevent data leaks and maintain client confidentiality with advanced security.
Compliance
Streamlined AFSL compliance with automated documentation and audit trails.
