Aether Request sandbox

AETHER FORGE - MELBOURNE

From fact-find to compliant draft SOA in one governed chain.

Aether connects the Australian advice job end to end: capture facts, agree scope, run the advice engine, draft the SOA, and publish to the portal. The pilot design keeps AI inside adviser-reviewed compliance rails.

Request a sandbox walkthrough See the chain
  • 01Fact-find
  • 02Scope
  • 03Engine
  • 04Draft SOA
  • 05Portal
Connected workflow One governed path from facts to delivery Each stage advances the same advice record; governance remains visible underneath it.
  1. Captured Fact-find

    Household facts, entities, risk and goals.

  2. Bounded Scope

    The agreed advice boundary travels forward.

  3. Reasoned Governed advice logic

    Strategies, assumptions and alternatives stay traceable.

  4. Reviewable Document

    Evidence-backed sections assemble for review.

  5. Delivered Client delivery

    The approved record publishes to the portal.

Governance rail Review controls move with the work
  • scope lock
  • rule trace
  • evidence links
  • adviser review

A note from Aether's founder

I built Aether after years of stitching together five tools to do one advice job. All I ever wanted was one governed chain from client fact-find to adviser-reviewed SOA, without the double-handling, post-production changes, clunky and over-complicated interface, and drowning in stale data.

ONE RECORD, MANY OUTPUTS

One advice chain. Five handoffs removed.

The household record stays alive as the work moves. Scope, recommendations, documents, review, and delivery are different views of the same advice job—not separate reconstruction exercises.

Canonical record One record. Many supported outputs.
Facts, scope and recommendations remain connected as the work moves into advice, documents, the client portal and compliance review.
Live source Advice record
In sync
Household and entities
linked
Facts, risk and goals
current
Agreed scope
bounded
Recommendation record
traceable
Adviser-owned source of truth
  1. Advice workspace

    Strategies, alternatives and assumptions.

    Reason from record
  2. Draft SOA

    Section-ready content for adviser review.

    Assemble from record
  3. Client portal

    Goals, documents and publication history.

    Publish from record
  4. Compliance view

    Checks, approvals and audit events.

    Evidence from record
  1. 01

    Gather

    Client facts, entities, goals.

  2. 02

    Scope

    Agreed advice boundaries.

  3. 03

    Decide

    Engine recommendations and alternatives.

  4. 04

    Draft

    SOA sections and assumptions.

  5. 05

    Review

    Compliance checks and adviser sign-off.

  6. 06

    Deliver

    Portal publication and client record.

01 - FACTS BECOME A BOUNDARY

Capture the client once. Make scope explicit.

Client facts, entities, and goals enter a structured household record. The agreed advice boundary then determines what the rules engine can consider.

Aether fact-find showing structured household goals and retirement planning details
Aether scope screen showing advice areas classified as in scope, excluded, or incidental
One client record becomes the traceable input to scope and downstream advice.

02 - GOVERNED ADVICE LOGIC

Recommendations arrive as reviewable decisions—not a black-box answer.

Strategy rationale, assumptions, alternatives, and adviser decisions stay visible in the same record that will feed the document.

Aether advice screen showing retirement recommendations, rationale, limitations, and adviser accept or decline controls
Recommendation rationale, cautions, and the adviser decision share one review surface.

03 - EVIDENCE BECOMES THE DOCUMENT

The SOA is an output of the record, not a disconnected file.

Facts, scope decisions, logic, assumptions, and adviser review remain attached as the draft moves into a locked version and client delivery.

Evidence attached Every section has somewhere to come from. The draft carries its source record, advice boundary, reasoning, assumptions, and review state forward.
  1. Client fact Goals and circumstances
    linked
  2. Scope decision Included and excluded areas
    linked
  3. Logic record Strategy and alternatives
    linked
  4. Assumptions Calculations and limits
    linked
  5. Adviser review Decision and version gate
    linked
Statement of Advice Reviewable draft
v1 / linked
  1. Client position
  2. Scope of advice
  3. Recommendation
  4. Projections
  5. Approval record
Evidence ledger travels with the version
Aether documents screen showing a branded Statement of Advice locked and posted to the client vault
A branded SOA can move from adviser review into a locked vault version without leaving the chain.

TIME TO DRAFT

The number that matters: time to compliant draft SOA.

Most advice work loses time between tools: facts in one place, scope in another, calculations elsewhere, then a document rebuilt by hand. Aether keeps the chain together so a clean file can move from agreed scope to adviser-reviewed draft in the same working session.

Target: same-day compliant draft Pilot benchmark coming

WORKING MODEL / YOUR BASELINE

Estimate returned hours

Use your current baseline.

Hours returned / month 36
Working days returned / month 4.8

Estimate only. Use your current baseline. This is not a compliance guarantee.

VESPER

Vesper is being built for adviser review.

A pilot assistant designed for the busywork of advice: drafting, explaining, and summarising inside the same compliance boundary as the client record.

Meet Vesper

Currently in pilot with select Australian advisers.