Innovative
Developed in-house with the needs of financial planning practices in mind, our Data Entry Agent is designed to support everyday administrative tasks and simplify the management of client information.
Fintech
Industry Leading Technology
We have partnered with market leaders Claras and Paradino to provide our advisers with best-in-class technology solutions that support the transition to the Practice of the Future.
In parallel, we are developing Spark Agents to drive greater efficiencies, streamline processes and enable practices to scale more effectively. This means:
- Exclusive network wide commercial terms, so Spark advisors can benefit from preferential pricing, giving advisers across the Spark network access to cost-effective technology solutions.
- Access to Spark approved templates for preparing Statements of Advice & Records of Advice.
- Onboarding support and practical training provided to help advisers and their teams understand the technology, integrate it into their workflows and maximise its benefits.
Advice AI, Tailored by You
Claras turns client conversations into compliant file notes and advice documents.
File Notes
Record a client meeting, pick a template, and get a structured, compliant file note in minutes, not hours. Purpose-built for Australian financial advisers.
Advice Documents
Pick a template, choose the meetings and files that matter, and Claras drafts every section of the Statement of Advice or Record of Advice for you to review. Wording you mark as fixed stays word for word.
Integrations
Claras fits around Microsoft 365 & XPlan, takes recordings from Teams or any phone system, and connects to the AI assistants your team already uses.
Helping advisers scale their advice process
Paradino automates the advice process so you can focus on what you do best.
Record
Paradino listens in the client meeting and captures what was said – goals, constraints, existing products – categorised as they come up.
File Notes
Notes land in the shape compliance expects. Every line links back to the moment in the meeting it came from.
Client Picture
Goals, risk profile and financial position drawn from the meeting and your connected systems into one client workspace. Gaps are flagged before you draft.
Advice Documents
Statements of Advice and Records of Advice built from the meeting and your practice templates. Structured for consistency. Ready for review.
Spark Data Entry Agent
By leveraging intelligent automation, our Data Entry Agent, "Sparkette", helps minimise manual workloads & improve process consistency.
Efficient
Upload fact finds in any format, including Word documents and handwritten forms, and our Data Entry Agent will capture the information and enter it directly into your client record in Xplan.
Secure
Our Data Entry Agent is designed to support the secure handling of sensitive client information throughout the data entry process, helping protect client privacy while improving practice efficiency.
