SideKick Studio builds AI automation systems for financial advisors and planners across Australia. We automate the paperwork, data entry, and back-office admin that surrounds your advice work — so your team can spend more time with clients.
Trusted by advisory and planning firms across Australia
Where a financial advisor's week actually goes
The red and orange above is what we automate. The green is where you belong.
Financial advice requires human judgement, an AFSL, deep client understanding, and accountability. That's irreplaceable — and it's not what we touch. What we automate is everything that surrounds the advice: the forms, the data, the documents, the follow-ups, the paperwork.
What we automate
What stays human
Every task below is one your team is currently doing manually. Each one can be fully automated — integrated into the platforms you already use.
Automated digital fact-find forms that populate directly into Xplan or your CRM. No rekeying, no chasing incomplete forms — new clients are system-ready from day one.
60 min → 40 sec
per new client form
Pull client data from your CRM or Xplan and auto-populate your SOA and ROA templates. The advice sections stay with you — we just handle the data transfer and document assembly.
Eliminate double-entry between Xplan, Salesforce, Xero, and your other platforms. Data flows automatically — entered once, updated everywhere.
Auto-generate compliance records, create audit trails for every client interaction, and ensure every process follows the same documented steps — making ASIC reviews far less stressful.
Automate investment, super, and insurance application forms instantly from Xplan data. Stop spending hours filling out long forms — instead spend less than 45 seconds.
Hours → 45 sec
per application form
Trigger automated review invitations, pre-meeting questionnaires, and follow-up sequences based on your client review calendar. Nothing falls through the cracks.
Alex Barr
Morgan Wealth Management
"Had a great experience with these guys. Raghave automated forms we used to manually fill out for every new client. His AI automations work like a charm — great handover documentation too, which is rare, and the automations now trigger follow-up actions across other systems. Makes things so easy."
40 min → 35 sec
per new client form — admin only, advice unaffected
Adriana Grant
Newhaven Group
"We love working with Raghave. He is incredibly responsive, works at speed, and always gets the job done. His solutions are efficient, reliable, and have made a real difference to our workflows. Would highly recommend to anyone looking for reliable automation solutions."
60 min → 40 sec
per application form