VerbatioVerbatio

Pre-vetting in Minutes, Not Days

Catch issues before they reach a client, not after.

How It Works

  1. Sensitive client data is removed before analysis automatically.

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100% Peace of Mind for your AFSL

A compliance system that learns how your AFSL operates and scales without adding headcount. Every file reviewed, every decision on record, ready for audit, growth, or due diligence.

BEFORE

Spot checking

A small sample of files reviewedFive of 100 illustrative files reviewed. Ten files are high risk; 2 have been reviewed and remediated. Blue means reviewed, red means high compliance risk, and a red-to-blue gradient means reviewed and remediated.
5 of 100 reviewed2 of 10 risks remediated
WITH VERBATIO

Every file reviewed

The complete portfolio reviewedThe same 100 illustrative files in the same positions, all reviewed. All ten high-risk files are shown as reviewed and remediated.
100 of 100 reviewed10 of 10 risks remediated

AI your compliance team can stand behind. Built into the workflows you already run.

Transparent AI with fully explainable decisions

No black box - every finding is explainable and auditable.

Compliant AI built for financial advice

01Traceability02Reliability03Repeatability

Accurate and consistent on every file, every time.

Your license, your standards

Shaped around your policies, standards and workflows, so the system reflects how your licensee actually operates.

A compliance system that gets smarter with every file

Everyday work becomes your AFSL's institutional knowledge - into your compliance system that find root causes & insights.

Privacy By Design

Verbatio keeps your client data safe with enterprise-grade security and data privacy measures.

Australian-hosted, privately secured

Advice files are processed on private cloud infrastructure in Australia, with security built in at every stage.

Redacted before AI review

Client-identifying details are removed before any AI analysis begins for maximum data privacy.

No model training

Your data stays yours. We never use your files or outputs to train AI models.

Pricing

Pilot Program

For advice practices and licensees wanting to trial AI-assisted SOA pre-vet on real workflows with guided onboarding.

Contact Us

Learn more about pilot access
  • Dedicated support
  • Clause-mapped compliance findings + citations
  • Full audit trail

Enterprise

For licensees that want the system configured around their review process, internal standards, and data requirements.

Custom

Book a call
  • Standard + customisable checker
  • Ingested AFSL guides, policies, and templates
  • Team workspace & audit trail
  • Custom software deployment
  • Dedicated support
  • Data & workflow integration add-ons
  • Monitoring & custom build services

Spot-checking was the only option, until now. Join the licensees setting the new standard for advice compliance.

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