For financial advice practices. Briefi prepares and writes up your client meetings, keeps a register of every ongoing fee arrangement and the policies you placed, lays out the work for each annual fee consent, and gets the guide, the fee agreement and the consent signed.
Every meeting gets a brief before and a recap after: decisions, actions with an owner, and a follow-up drafted for you to check and send, filed to the household. What differs is the next step.
Sample data, drawn. Names are fictional.
Plenty of an adviser’s meetings are with product providers, your licensee or your own staff. The brief names the service arrangement and what is outstanding only when the meeting is about a client’s advice.
The household is who you look after. Each ongoing fee and each policy inside it has its own status and dates, so the record keeps both.
Sample data, drawn. Your team records each fee, policy and date. Briefi has no connection to your platform or product providers.
Your planning software, platforms and product providers. Whether a fee was charged or deducted, an application was accepted or a policy renewed is what your team records, and a journey step that waits on a provider says so. Briefi does not write the Statement of Advice.
Every date the register holds for the Marsh household from July to June, beside the meetings you hold with them.
Sample data, drawn. The consent window runs from 60 days before the reference day to 150 days after it, and every year is counted from the original reference day.
Forms open in a phone browser with no app to install, and each client signs for themselves.
Financial Services Guide, privacy statement and advice fee agreement, in one link.
Sample data, drawn.
Your team accepts or waives every file asked for.
Sample data, drawn.
A joint client signs for themselves.
Sample data, drawn. Names are fictional.
Clients see their fee arrangement and policies if you switch those on, and upload what you ask for.
Sample data, drawn. Fees and policies appear on the portal only when you switch them on.
What we can state plainly, because it is true of every workspace today.
Briefi keeps the record of each fee, its consent dates and what was discussed. The advice, your best interests duty and your obligations under your licensee’s rules and the law stay with you.
Read the security overviewA$69A$49/mo
A sole adviser with a small book.
A$89A$69/mo
A sole adviser with a paraplanner or assistant.
A$249A$199/mo
An advice practice with a team.
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.
The fee register, policy register and journeys are on every Advisor plan, and on Scale and Enterprise. Meetings plans and Briefi Sign do not include them.
No. Briefi cannot see planning software, platforms or product providers. Your team records each fee arrangement, policy and date, and every policy status shows the date somebody last confirmed it. A journey step that waits on a provider says so.
Four, written for advice, and yours to copy and change. Getting started with advice: the Financial Services Guide, privacy statement and advice fee agreement in one link, with a joint client signing too. The personal financial fact-find: goals, income, assets, debts, super and the insurance already held. Authority to proceed: the client confirms they received the Statement of Advice and which recommendations to act on. Ongoing fee consent: the fee, the services and the 12 months it covers. You fill in the advice, the fee and the dates before sending, and the client sees them as read-only. The licensee wording in each, such as the guide and the consent terms, is yours to add: every form carries a plain placeholder for it until you do, and Briefi writes none of it.
Each ongoing arrangement has a reference day. Briefi works out from it, and from the consents recorded, whether consent is current, open, due or lapsed, using a consent window that runs from 60 days before each anniversary to 150 days after. The consent journey starts when the window opens, and the signed form records the consent on the arrangement. Your licensee’s own rules and your own advice on the law come first.
The arrangement shows as lapsed and leads the client’s record as “stop the fees”. A later consent does not revive the year that lapsed: the state stays lapsed and your team records what happened.
No. The new client journey has steps for the research, preparing the Statement of Advice, an optional compliance review and presenting it, and your team ticks each one. Briefi sends the authority to proceed once you have presented it and files the signed copy.
It keeps the evidence on one record, dated: the fact-find answers, the documents provided, what the client said in the meeting, the recap, and the signed forms. The brief keeps the client’s stated objectives apart from your view. Whether advice is in the client’s best interests, and what your record of advice must contain, is your judgement and your licensee’s requirement, not Briefi’s.
Policies can be imported from a file, and running it again updates the same rows. Fee arrangements, not yet: today you record each one on the client’s record.
Not yet. Identity checks are coming soon. Today you can ask for identification in a document request, and a person on your team accepts each file.
Yes. Advisor Solo includes one free support seat, and Advisor Practice includes one for each paid seat, four to start.
Yes. A form, a document or a signature still owed can be chased by text as well as email, from a shared number with your firm’s name at the start. From 25 texts a month on the Advisor plans.
Meetings, recaps, forms, signing and the client portal work anywhere. The consent windows are Australian law, so a workspace outside Australia has none due and the register never tells it to stop charging. The advice forms use Australian terms, such as the Financial Services Guide, so today they are built for Australian advisers. Versions for other countries are planned.
A 30-minute demo, set up as an advice practice, around a client like one of yours.