Where you work
Use Alcova in its own app, on iOS, in your inbox, in Teams or Slack, or inside the AI chat you already like.
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Firm intelligence for wealth management
AI for financial advice firms.
Alcova is the adoption and safety company for wealth management. Put Claude, ChatGPT or our own Operator to work, safely: a CRM that updates itself, your procedures run across the team, and client documents with the modelling inside.
- Prepared
- With the adviser
- Approved
- On the record
Henderson Family Trust
Annual review · 14 May 2026
- Meeting noted, file note draftedOperator10:42
- Review pack prepared from the client recordOperator10:47
- Handed to the adviser for approvalAdviserApproveApproved 11:12
- CRM updated, compliance record writtenOperator11:13
Operator does the steps. Your team approves the ones that matter.
SOC 2 Type II · Audit trailWorks with the AI and systems you already run
Why Alcova
Financial advice doesn't have an AI problem. It has an adoption problem.
Simon O'KeefeFounder, Alcova. Ex JBWere, 10+ years in machine learning
15,000+
advisers represented by the firms we spoke with before we built Alcova.
One record. Three ways to win back the day.
Wealth management has only ever grown one way: more people. Operator lets your firm take on more clients without hiring in step.
A CRM that updates itself.
Meetings, file notes and follow ups flow straight into the client record. Nobody types it up twice.
- Meeting notes and file notes
- Follow ups and automated tasks
- Meeting preparation
Operator runs the procedure.
Multi step work moves across advisers, support staff and agents, each step scoped to the firm's own permissions and kept on the record.
- Client reviews and advice preparation
- Email checks at the point of send
- Off market transfers and form population
Documents in your brand, in minutes.
Word, PDF and PowerPoint documents, with investment and cash flow modelling and charts drawn from the same client record.
- Statements of advice and review packs
- Cash flow and investment modelling
- Data rooms and compliance evidence
Meeting notesRecords of adviceClient reviewsEmail checksData roomsOff market transfersCompliance evidenceCash flow modellingForm populationProspectingResearch
Built in three parts.
Your firm's knowledge sits in the middle. The AI on top can change. Your firm won't have to.
Your firm's knowledge
Your data, permissions, procedures and guardrails, assembled so any AI answers from your records and your methods.
Your systems
Alcova reads from and writes back to the calendar, email, CRM, documents and meeting tools you already run. Nothing to rip out.
CalendarEmailCRMDocumentsMeetings
Inside your permissions, on systems you control.
- SOC 2 Type IIIndependently audited controls.
- Data stays in AustraliaHosted in Sydney, with onshore backups.
- Single sign onMicrosoft Entra ID, plus SAML on Enterprise.
- Scoped client accessPeople and their AI only see what they are entitled to.
- Time stamped audit logsEvery action recorded, ready for an auditor.
- No training on your dataYour client data is never used to train models.
Simple pricing, in AUD.
Solo plans are month to month with a 15 day free trial. Firm plans run on an annual agreement with onboarding included.
On your own
Meetings
$50 per user / month
Meeting transcription and file noting.
On your own
Meetings + MCP
$100 per user / month
Adds your Alcova context inside Claude, Copilot or ChatGPT.
Across the firm · most common
Operator
$350 per user / month
The full product, every capability, for each adviser's own work.
Across the firm
Enterprise
Custom
Custom integrations, your own models, SAML and SCIM, data residency choice and a dedicated success manager. Past 20 users.
No setup or onboarding fees. Security and Australian data residency come with every plan.
Listen
Why financial advice has an AI problem.
Our founder Simon O'Keefe joins Ally on Basis Points to unpack why note takers and copilots haven't changed advice businesses, what an AI native practice looks like, and why the traditional CRM model is under threat.
Private AI with Base Compute
A new partnership to run review prep, SOA generation and onboarding on your own hardware, at close to zero marginal cost.
Read on LinkedIn →Gold Partner, AWMA and Summit 2026
Alcova joined the Australian Wealth Management Awards and Summit as Gold Partner.
Read on LinkedIn →Tokenomics for regulated firms
We benchmarked open and closed models, and trained a small one, to see where AI costs are heading for advice firms.
Read on LinkedIn →The clean foundation gap
Why point solutions create debt, and why firms with a clean AI foundation will pull ahead by 2027.
Read on LinkedIn →Questions
Good to know.
Who is Alcova for?
Financial advice and wealth management firms, from a solo adviser to firms with large adviser teams, plus their support, compliance and risk staff.
Does it replace the systems we already run?
No. It works alongside your core systems. Where it replaces a standalone tool, like a separate note taker, it takes that tool's place.
What AI does Alcova use?
Frontier models from the major providers, with each task routed to the best fit. You can also work through Claude, Copilot or ChatGPT directly.
Where is our data hosted?
In Australia, in the Sydney region, with backups also kept onshore. Your data is never used to train models.
How do we get started?
Book a time with the team. Solo advisers can start a 15 day free trial. Firms get onboarding included in the annual agreement.
Book a demo
See Alcova on your own workflows.
Tell us a little about your firm and we will set up a time to walk you through it.
Prefer to pick a slot yourself? Choose a time.
Thanks, we have your details.
The Alcova team will be in touch to lock in a time.