Working prototype · Australia

Less admin.
More advice.

CoVisr is an AI-assisted workspace being built to help financial advisers improve productivity by turning fragmented client information and manual processes into a more structured, human-led advice journey.

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CoVisr AI assistant screen, dark mode

Screen shown is captured from the working prototype using synthetic client data, not a live client environment.

Built around a simple belief:

Technology should amplify adviser judgement — not replace it.
Human-led
AI-enabled
The product

One connected path through advice.

CoVisr supports a typical client advice journey while letting advisers and paraplanners use the right tool for the work at hand.

01

Prepare

Bring client context, open actions and relevant records into a focused plan for the client conversation.

02

Meet & capture

Schedule the meeting and capture the conversation through recording, transcription and file notes.

03

Discover & validate

Reconcile the fact-find, transcript and approved evidence into an adviser-validated client fact base.

04

Advise

Develop scoped recommendations and the appropriate advice output, with adviser review in control.

05

Follow through

Coordinate delivery, owners, actions and ongoing client review.

Capability map

An industry informed foundation for better advice.

CoVisr combines a live AI workspace with a substantive technical and product foundation for the core financial-advice workflow. It is shaped by industry research, adviser and licensee engagement, requirements definition and iterative prototyping.

Working prototype

AI workspace

A conversational interface for navigating client context, uploaded files and common advisory tasks.

Designed capability

Client & discovery

Structured client profiles and discovery flows designed to turn conversations into usable context.

Designed capability

Document intelligence

Upload and process source material to support summaries, review and evidence-led preparation.

Designed capability

Advice workflows

Guided pathways for advice preparation, review and output generation across common advice needs.

Designed capability

Meetings, tasks & follow-through

Connected meeting coordination, capture, ownership and recurring activity across client workflows.

Future direction

Practice intelligence

CoVisr is designed as a human-in-the-loop intelligence layer that brings together authorised information across the advice environment—client records, practice systems, licensee policy, applicable regulations and relevant external guidance. Over time, it is intended to help practices identify and apply validated patterns of expertise in the right workflow and at the right moment, while the adviser remains accountable for advice tailored to each client.

Inside the prototype

Built for
what comes next.

Screens below are captured directly from the working prototype using synthetic client data only. Status labels show what works today versus what is designed and still being built. Access to the live prototype remains controlled.

AI assistant

Context-aware guidance across clients, documents and everyday advisory tasks.

Client relationships

A directory built around what needs attention next, not just contact details.

Meeting preparation

Turns client context and available records into a structured brief before the meeting.

Client discovery

An evidence-backed fact base, built and reviewed before advice begins.

Advice workflow

From client context to a reviewed Statement of Advice.

The venture story

Australia has an advice access problem.

Millions of Australians remain without advice while practices face rising complexity, fragmented systems and too much administration.

CoVisr began with a personal belief: timely, professional financial advice can expand people’s long-term choices and strengthen financial wellbeing. That belief led to a practical question: what if AI and automation could return time to advisers, without standardising away the professional judgement, personal context and trusted relationships at the heart of good advice?

Engagement with advisers, practice owners and licensees made clear that improving access begins by helping the people responsible for delivering advice. The result is a working prototype and a broader product thesis: one operating environment that helps practices scale, diversify how they serve clients and protect the value of trusted, holistic advice.

Bryce Blacker, founder of CoVisr
Founder

Bryce Blacker

Bryce is a product, commercial and go-to-market leader with extensive experience across enterprise networking, security, cloud, automation and AI-enabled products. He has led complex product portfolios and regional marketing teams across APJ, translating complex technology into clear customer value and measurable commercial outcomes.

He founded CoVisr as an industry-informed AdviceTech venture exploring how applied AI can strengthen human-led financial advice.

bryce@covisr.ai LinkedIn
Explore the next chapter

See the thinking.
Shape the product.

Request a private walkthrough of the CoVisr prototype or start a conversation about product validation and partnership.

Start a conversation The prototype currently remains at covisr.ai and is not publicly linked.