AITECHNIC × Financial Advice
AI Automation for Financial Advisers.
AITECHNIC helps Australian financial advisers reclaim time lost to admin — automating SOA documentation prep, client review workflows, CRM management, CPD tracking and compliant client communications.
Why AITECHNIC is different
Built by someone who worked inside the industry.
AITECHNIC was founded by Raghu Muniyappa — a Digital Strategy Director with 15+ years inside Australia's wealth management, fund accounting and banking platform sector. He has led digital transformation at HUB24, BT Financial Group and SS&C Technologies — some of Australia's most compliance-sensitive financial services platforms.
That means when AITECHNIC builds AI automation for your accounting firm or advisory practice, it's built by someone who understands ASIC compliance, AML/KYC requirements, client data obligations under the Privacy Act, and the operational reality of running a financial services practice in Australia.
No generic agency. No offshore team guessing at your compliance requirements. Just deep domain expertise applied to practical AI automation.
Founder credentials
- → 15+ years in wealth management, fund accounting & banking platforms
- → Digital transformation roles at HUB24, BT Financial Group, SS&C Technologies
- → Product Owner experience across regulated financial platforms
- → Founder of SMflow & XPScore360 SaaS products
- → Based in Cherrybrook, Sydney — serving Hills District & Greater Sydney
- → Australian citizen — Baseline Security Clearance
15+
Hours admin saved per week
HUB24
Platform expertise
AFSL
Aware design
$497
Audit starting from
What we automate for financial advice practices.
SOA & ROA Document Prep
AI-assisted preparation of SOA and ROA supporting documents — fact-find summaries, portfolio data extraction, research compilation. Reduces prep time by 60–70%. You review and sign off.
Claude AI · Xplan · Make
Client Review Automation
Automated annual review triggers, pre-meeting document requests, portfolio update summaries and post-meeting follow-up sequences.
Xplan · HubSpot · Make · Outlook
CPD Tracking & Compliance
Automated CPD record logging, deadline reminders, ASIC registration renewal alerts and compliance calendar management.
Make · Google Sheets · Outlook
Client Communication at Scale
Automated market update emails, statement-of-advice follow-ups, fee disclosure reminders and client satisfaction surveys — ASIC-aware and compliant.
Outlook · HubSpot · Make
Onboarding & KYC
Automated new client intake, identity verification requests, risk profile completion and data entry into your CRM and planning software.
DocuSign · Xplan · HubSpot
Practice Reporting
Weekly practice dashboards — FUA movement, client meeting completion, review overdue rates — delivered to your inbox automatically.
Xplan · Make · Google Data Studio
Compliance-first approach
We understand your compliance obligations.
Every AI automation we build for financial services clients is designed with compliance in mind — not bolted on as an afterthought. We understand ASIC, AML/KYC, AFCA, CPD requirements, and the Australian Privacy Act obligations specific to financial services licence holders.
- ✓Data stays in Australian-hosted infrastructure
- ✓Privacy Act compliant — no client data leaves your systems without your control
- ✓Audit trails built into every automation by default
- ✓No AI-generated advice — automations handle admin, not regulated advice
- ✓NDA and data processing agreements available on request
ASIC Aware
Automation that respects your licence obligations
Australian Hosted
Client data stays on Australian infrastructure
Privacy Act
Full compliance with Australian privacy obligations
Audit Trails
Every automation logged and traceable
Simple pricing. No lock-in.
Fixed-price packages for financial services practices. GST not included.
AI Audit
$497
one-time
Map your practice's automation opportunities and compliance touchpoints.
- ✓90-min advice practice session
- ✓AFSL obligation review
- ✓ROI calculation
- ✓Written roadmap
- ✓Tool recommendations
Quick Win
$1,500–$3,000
one-time
One high-value workflow automated — e.g. review reminders or CPD tracking.
- ✓Single workflow build
- ✓CRM/Xplan integration
- ✓Testing & documentation
- ✓2-week delivery
- ✓30-day support
Advice Practice System
$7,500–$12,000
one-time
Full practice automation — from onboarding to review to reporting.
- ✓3–5 workflow automations
- ✓SOA doc prep assistance
- ✓Client review workflow
- ✓CPD & compliance tracking
- ✓90-day support
Retainer
$750–$1,500
per month
Ongoing automation management and compliance calendar support.
- ✓Monthly strategy review
- ✓New workflow builds
- ✓Compliance deadline tracking
- ✓Priority support
- ✓Quarterly roadmap
Your questions, answered.
No — never. AI handles the admin layer: document preparation, data extraction, scheduling, communications, tracking. All regulated advice is generated, reviewed and issued by you as the licensed adviser. We design every system with this separation explicit.
Yes. Our founder spent 15+ years in Australian wealth management platforms including HUB24 and BT Financial Group. We understand the advice process, the FDS/FSG requirements, the SOA/ROA workflow, and the ASIC obligations that come with holding an AFSL.
We work with Xplan (the most common), and can connect via API or data export/import workflows with Midwinter, Coin, and other Australian planning software. Discovery call is the right place to confirm your specific stack.
All sensitive data stays within Australian-hosted infrastructure. We design automations that move data between your existing systems — not to third-party platforms without your knowledge. Data processing agreement available on request.
Yes. We work with both AFSL holders and their authorised representatives. The compliance framework applies at both levels and our automations respect the supervision requirements of your dealer group arrangement.
Ready to reclaim 15+ hours per week in your practice?
Raghu Muniyappa — ex-HUB24, BT Financial Group, SS&C. 15+ years in Australian financial services. Based in Cherrybrook, serving Hills District and Greater Sydney.
Free Discovery Call
Talk to Raghu. No sales pitch.
Book a free 30-minute AI discovery call. We'll map your highest-ROI automation opportunities — specific to your practice or business.
- ✓ No obligation, no lock-in
- ✓ 15+ years financial services & AI expertise
- ✓ Sydney-based — Hills District & Greater Sydney