Annual review periods, SoA acknowledgements, FDS opt-in renewals, fee disclosure follow-ups, client document chasing — WIDEN AI watches your inbox and writes the follow-ups for you. Drafts sit in your Drafts folder ready for review. Never auto-sent.
First 100 founding members lock in $299/month forever. Public pricing rises to $499/month once the cohort is full.
Financial advice is review-cycle and compliance-document driven. WIDEN AI catches the review-period reminders, opt-in deadlines, and document chasing that gets lost between client meetings.
Annual reviews, FDS deadlines, fee-arrangement renewals — drafts appear in advance so the deadline never sneaks up on you. Review and send in seconds.
Drafts personalised touchpoints for clients you haven't reviewed in 90+ days. Built from your last meeting notes and conversation history.
Drafts can include your adviser number, AFSL details, and standard professional disclaimers. The advice substance is always your responsibility under the Corps Act and FASEA Code.
Financial advice in Australia is heavily regulated — Corporations Act 2001, ASIC Regulatory Guides (RG 175, RG 146), FASEA Code of Ethics, Best Interests Duty. WIDEN AI helps you maintain timely client communication; the advice substance remains entirely your responsibility under your AFSL authority.
What WIDEN AI is — and isn't. WIDEN AI is a follow-up email tool that drafts client communications based on your prior conversation context. It does not provide financial advice, recommend products, calculate strategies, or perform any function that requires AFSL authority. The substance of every email — including any reference to financial strategy, products, or investment outcomes — remains your professional responsibility under the Corporations Act, your Best Interests Duty, and the FASEA Code of Ethics.
WIDEN AI is still being shaped by its earliest subscribers. The first 100 founding members get direct access to the team, help shape the product, and lock in the founder rate for life. Public pricing rises to $499/month once the founding cohort fills.
$299/month locked in for life. Cancel anytime. One missed FDS opt-in or one client retained because the right review reminder went out at the right time covers a year of subscription.
Become a founding member →Yes — WIDEN AI is built specifically for solo and small-firm advisers operating under an AFSL or as authorised representatives. The product assumes you handle the client communication yourself and need to keep up with review periods, opt-in deadlines, and document chasing while doing the technical advice work. Value compounds most for solo advisers and small AR groups.
No. WIDEN AI is a client communication tool. It drafts follow-up emails based on your prior conversation context — it does not provide financial advice, recommend products, or perform any function that requires your AFS Licence authority. The substance of every email, including any reference to financial strategy or products, remains your professional responsibility under the Corporations Act, your Best Interests Duty, and the FASEA Code of Ethics.
WIDEN AI's drafting can include your adviser number, AFSL details, and standard professional disclaimers. The FASEA Code of Ethics requires advice that's in the client's best interest and communication that's honest and accurate — WIDEN AI drafts are reviewed by you before sending, so the substance is under your control. The tool is for communication automation, not advice.
WIDEN AI connects to your email (Gmail, Outlook, Yahoo, or any IMAP provider). It doesn't replace Xplan/AdviserLogic/Iress — those handle SoA generation, portfolio management, and compliance documentation. WIDEN AI sits alongside, handling the client communication layer. Most advisers run both: planning software for the work, WIDEN AI for the follow-up emails.
WIDEN AI complies with the Privacy Act 1988 and Australian Privacy Principles. OAuth credentials (Gmail, Outlook) and IMAP credentials are stored and used per-user with strict isolation (per-user isolation, no cross-account leakage). Data is encrypted in transit (TLS) and at rest (AES-256). Client information stays in your inbox; WIDEN AI accesses what it needs to draft follow-ups, nothing more.