AI that works across your whole practice — and keeps you in control
Opafex is an intelligence layer that sits over the systems your practice already runs on. It reads across your CRM, platforms, email and documents into one memory, surfaces what needs attention this morning, and turns a plain-English request into finished work — annual review packs, follow-ups, chasing, research — always brought back to you for sign-off. Each adviser gets their own agent, sealed to their own clients.
What it takes off your plate
Annual reviews, drafted before they're due
It finds every client with a review coming up, pulls the latest valuations and allowances, and drafts a review pack per client from your template — queued as proposals for you to approve, edit or reject.
The whole practice, at a glance
A principal's cockpit surfaces what no one person can hold: review backlogs and SLA breaches, clients showing vulnerability indicators, Consumer Duty gaps, and adviser capacity — before they bite.
Hours back, every adviser, every week
Meeting prep, note-writing and chasing happen before the adviser sits down. More clients seen, same headcount — without changing the systems you run on.
Secure capture from clients and field staff
Build a secure mini-app by describing it — fact-finds, risk profiles, onboarding, annual-review questionnaires. Send a one-time code; answers land as structured data, encrypted to your key.
Built for a regulated practice
Grounded in your evidence
It answers from your documents and data and cites the source. Claims it can't back up are caught before they reach you, and every write is re-checked to confirm it happened — a real guard against confident-but-wrong output.
Nothing fire-and-forget
Anything that touches a client becomes a proposal: a clear card of exactly what it'll do. Approve, edit or reject. Every action is risk-classified and logged — a complete trail for compliance and Consumer Duty.
Private by default, per adviser
Each adviser's agent only sees that adviser's clients, connections and files. One book is never visible to another's agent. You — not the AI — decide anything that's ever shared across the practice.
Your keys, your data
Bring your own model keys, encrypted at rest. Opt into a private deployment where business data lives in your own database — and in private mode the platform refuses to fall back to any shared provider.
See the whole thing, end to end
An interactive walkthrough — the principal's cockpit, a working morning, handing it work, the knowledge grid, operatives and the security model. No sign-up.
Common questions
Does Opafex replace our CRM or back-office platform?
No. Opafex is a layer across the systems you already run on. It reads from your CRM, platforms, email and documents and acts through them — nothing is replaced and nothing is re-keyed.
Is it safe for a regulated practice?
It's built for one. Agents are private by default and sealed per adviser, sensitive actions require your approval, every action is risk-classified and logged for audit, and you can bring your own model keys or run a private deployment in your own database.
Will it make things up?
It's designed not to. Answers are grounded in your evidence and cite their source, unsupported claims are caught before they reach you, and every write is verified by re-reading it back.
How do clients and field staff submit information?
Through secure operative mini-apps you build by describing them. Send a secure link or one-time code; answers, documents and signatures arrive as structured data on the adviser's dashboard, encrypted to your key.
See it on your own practice
Book a walkthrough
We'll show you how an Opafex agent would run across the systems you already use — and what it'd take off your plate first.