For financial advisers, brokers and accountants. Briefi Advisor prepares and writes up every meeting, keeps the household’s registers, collects the documents, gets the forms signed and watches every review, renewal and consent date in between.
One client record, shaped for the work you do. Pick your trade to see what it holds. The example is the same household each time, as a practice offering that service would see it.
Australian workspaces only. The windows follow the Corporations Act timing for ongoing fee arrangements.
The client portal shows each loan but not the balance. The lender’s statement is the authority on that.
Follow the Sandhus through their refinance with Alex Morgan, a broker at Northgate Finance Partners. Every step lands on the same record.
The valuer can come any weekday after three.
I’ll book them for Tuesday and send you the time.
Thanks for this morning. Here is what we agreed, and what each of us owes before Tuesday.
Review and sendSample data, drawn from the Sandhu household. Names are fictional.
Households and organisations with their members, who looks after them, and every meeting, form, journey and register line in one place.
Sample data, drawn from the Sandhu household. Names are fictional.
Ask the client, or their accountant, for exactly the documents you need. Zipped folders are unpacked, each file is accepted or waived by a person, and where you set a removal date, the uploader is told it.
Forms open on your briefi.sh address and work in a phone browser. Each person signs for themselves, and the signed copy is filed once the last signature is in, kept as a timestamped PDF/A.
Clients see what they owe you, upload documents, read the summaries you choose to share and check their loans and policies. On your briefi.sh address, or on your firm’s own domain on Advisor Practice.
The Sandhus are one household. Your practice is hundreds. Insight counts from what actually happened: meetings held, commitments made, forms sent and returned. Every figure has rows behind it.
Real screen from a demo workspace.
What we can state plainly, because it is true of every workspace today.
Briefi keeps the record, complete and in order. The advice, and the obligations that come with it, stay with your practice.
Read the security overviewA$69A$49/mo
A new adviser, or a small book to start with.
A$89A$69/mo
A sole adviser or authorised representative.
A$249A$199/mo
An advice or broking practice.
Kept for as long as you stay subscribed. For the first 100 workspaces or until 31 December 2026, whichever comes first.
On file is everyone in your record, with a household counted once. Active is who you did work for that month, averaged over three months so one busy week does not tip you over.
Add a second adviser to Solo, or more to Practice, for A$59 a month (A$49 a month on annual billing). Each adviser connects their own mailbox and calendar.
Financial advice, mortgage and finance broking, insurance broking, accounting and business advisory. Each workspace is set up for its trade, so the record shows the registers that trade keeps: fee arrangements, loans, policies and claims, or entities and lodgements.
Yes, with one caveat. The document templates included, such as the Financial Services Guide and the ongoing fee consent, are written for Australian law, and consent windows apply only to Australian workspaces. Firms elsewhere use their own documents.
A client you did work for that month: a form, a signature, a meeting or a review logged. It is averaged over three months. You are warned at 80% of your allowance, and going over never blocks anything.
Yes. Advisor Solo includes one free support seat and Advisor Practice includes one for each adviser. Advisor Start is for a single adviser working alone.
Yes. Forms and upload pages work in a phone browser with no app to install. Co-signers each get their own link, and a third party such as the client’s accountant gets an upload link with a code sent to their own email.
Yes. Advisor includes everything in Meetings and Sign, so moving up keeps your meetings, contacts and history in the same workspace.
No software can do that. Briefi keeps a complete, timestamped record of what was discussed, sent and signed, which makes your obligations easier to evidence. The obligations stay with your practice.
A 30-minute demo, set up in your trade, around a client like one of yours.