Documentation Is the Bottleneck
Regulators worldwide have tightened documentation and record-keeping expectations for financial advice. Generic AI tools rarely address these jurisdiction-specific requirements, leaving advisors without the compliance safeguards they need.
Shrinking Adviser Workforce
Regulatory change has driven adviser exits worldwide (e.g. 42% decline in Australia since 2019), leaving those who remain under intense efficiency pressure.
Heavy Documentation Burden
Advisers face strict record-keeping rules across markets — from 7-year retention in AU/NZ to 5-year suitability records in the UK. SoAs, RoAs, and review notes must be audit-ready.
Time and Cost Drain
Up to 60% of the cost of providing advice is swallowed by compliance paperwork, reducing client-facing time and driving adviser burnout.
Generic AI Tools Fall Short
Consumer-grade AI tools produce transcripts but ignore regulatory standards. Advisors need jurisdiction-specific documents, not just meeting notes.
Meet Reportr
Building an AI co-pilot solution for financial advisors navigating regulation — our MVP transforms client conversations into compliant documentation for advisor review and finalisation.
SOC 2 Compliant
Roadmap: Actively working toward SOC 2 compliance as part of our commitment to security and trust
E-Signature Integration
Roadmap: Native DocuSign/Adobe Sign flow for rapid client approvals and automated filing
Advisor Collaboration
Roadmap: Real-time co-authoring, comments, and role-based reviews to speed up document production
Automated Monitoring of Regulatory Updates
Roadmap: Continuously monitors regulatory bodies for policy updates, automatically alerting advisers when changes affect their obligations or documentation requirements
AFSL Approved Product List (APL)
Roadmap: targeted program for AFSL inclusion — due diligence package (security/compliance attestations, SOC 2/ISO 27001 readiness), data residency, audit logs, legal review, and pilot references to meet APL requirements
AI Meeting Processing
Built: Calendar integrated system to auto join meetings, process recordings with speaker identification, and generate bespoke documentation
Compliance Focused Templates
Built: Highly comprehensive and customisable template library. SoA, RoA, and file note templates designed to meet each countries regulatory standards
Compliance Infrastructure
Built: Architecture designed for secure document storage, encryption, and audit trails per ASIC requirements
Built by Advisors + Security Experts
Built: Co-designed with financial advisors across AU markets; engineered by security specialists with SOC 2/ISO 27001 in mind
SSO
Built: Google/Microsoft SSO and Zoom OAuth; one‑click auto‑join from calendar invites
Time Savings at Scale
Built: Turn multi-hour write-ups into minutes with automated drafting, smart reuse of client data, and one-click exports — freeing advisers to spend more time with clients.
Pricing Strategy
Start free, scale as you grow: from 5 meetings per week forever free, to unlimited meetings for busy advisors and established practices.
Basic
Perfect for trying Reportr with no commitment
- 5 meetings per week
- Unlimited reports
- Unlimited templates
- Calendar integration
- Basic support
- No credit card required
Professional
Unlimited documents for busy advisors and established firms
- Everything in Basic
- Unlimited meetings
- Priority support
Enterprise
Tailored solutions for large firms and dealerships
- Everything in Professional
- White-label options
- Custom integrations
- Dedicated account manager
- SLA guarantees
- Volume discounts
About Our Team
A world-class team combining deep financial services expertise with cutting-edge AI technology.
Oren Levy
Founder & CEO
Product architect and technical lead. Built Reportr MVP and drives product vision. Background in sales and engineering with deep understanding of AI-powered solutions.
Adam Shuvalov
Technical Co-Founder
Software Engineer with NSW Government and former Technical Intelligence Officer. Security and engineering specialist with background in Security. Cellebrite Certified Operator and Cellebrite Certified Physical Analyst.
Why We Built Reportr
After witnessing Australian financial advisors struggle with post-Royal Commission compliance burdens, we knew AI could transform how regulated professionals handle documentation. Our team combines deep Australia regulatory expertise with proven technical execution to build the compliance-first AI co-pilot solution that turns conversations into compliant documentation ready for client delivery and audit.