Financial Advice & Wealth
Serve more clientswith the advisers you have.
A governed agentic workforce that runs the advice back-office across the systems you already use — fact-finds, review packs, the advice record and fee consent — so your advisers spend their time on advice, with their sign-off intact.
Why now
A shrinking adviser base
Adviser numbers have fallen from about 28,000 to roughly 15,500 since 2019 — close to a 45% drop.
Advice needs going unmet
An estimated 11.8 million Australians have advice needs that aren’t being met.
The cost of advice
Comprehensive advice now costs roughly $4,400–5,800 to deliver.
VonBolt Workforce is how you close the gap — the advice back-office automated across your systems, your advisers freed to serve more clients.
The work it runs
The work that fills the week.
Start with one bounded job and grow — the same platform carries more of the advice process as it proves out.
Review preparation
Annual review packs assembled: the data gathered across your systems, checked against the source, ready for the adviser.
The advice record
The client-facing advice record produced end to end, governed, with the adviser’s sign-off.
Fee consent & renewals
Ongoing-fee consent and renewals prepared, sent, chased and recorded against the deadline.
Compliance file-notes
File notes and evidence captured as the work runs, so the audit trail builds itself.
The cross-system point
Your planning system, your platforms and wraps, your portfolio reporting and your compliance tools each do their part — none of them runs the advice process across all of them. VonBolt Workforce does.
Controls bound, sign-off retained, accountable end to end.
Governance & trust
Built for an AFSL world — best-interests duty, design-and-distribution, the ongoing-fee and consent regime.
Every output is checkable against the source, your adviser keeps sign-off, and the record stands up to the standard you’re held to.
FAQ
Questions, answered.
How does VonBolt help advice firms?
VonBolt Workforce runs the advice back-office across the systems you already use — review packs, the advice record, fee consent and compliance notes — so your advisers spend their time on advice, with their sign-off intact.
Does it produce the advice record?
It helps produce the client-facing advice record end to end, governed, with the adviser's sign-off.
Which systems does it work with?
It runs across your planning system, your platforms and wraps, your portfolio reporting and your compliance tools — none of them runs the advice process across all of them; the platform does.
Is it built for an AFSL world?
Yes — best-interests duty, design-and-distribution, and the ongoing-fee and consent regime. Every output is checkable against the source, and your adviser keeps sign-off.
Will advisers have to change how they work?
No — the workflows are shaped to your advice process and run across the systems your firm already uses. Advisers review and sign off where they do today.
What does it take on first?
Usually the recurring load — review packs, fee-consent cycles and compliance notes — starting with one bounded workflow and growing as it proves out.
How does the licensee get comfort?
Every run is recorded — what ran, what it read, who signed off. The record is evidence you can put in front of a licensee or an auditor, not a narrative written after the fact.
See it on your stack.
Tell us how your firm runs advice and we’ll show you what comes back first.