Your workflows, automated by AI.
Accurate. Consistent. Fast. Lower cost.
Max is an AI agent that knows how fund managers and compliance teams work, set up around the way yours does. Ask by text or voice: Max carries out the task in your own screens, step by step, then hands it to you to confirm.
Text or voice
You stay in charge
Everyday jobs, recorded in the product.
Every step listed as it happens. Then Max stops, and the save button is yours.
Asked: “Create an application: Alpha Family Trust, 600,000 into FUND MGR Private Credit Fund, Class A”
Recorded in the product with demo data. The wait while Max works is sped up, and labelled on screen.
Ask. Watch. Approve.
Ask in your words
“Process a $50k redemption for Alpha Family Trust, end of month.”
Max asks what's missing
It checks names against your records and asks only for what it can't find.
Watch every step
Max fills in your own screens, field by field, in front of you.
Review and confirm
You check the draft and press save. Every step is on the record.
Your operations team, freed from re-keying.
Applications, redemptions and transfers, distributions, fees and journals, loan drawdowns and interest — prepared in the screens your team already uses.
Every client file, under your own brand.
A separate file for each client, with registers, calendars and evidence together. Max drafts breaches, training records and calendar activities in each client's file, and answers quote the ASIC guide they rely on.
One platform for the whole fund lifecycle, with Max on every page.
Max works inside a complete system for fund managers and compliance firms. Use the parts you need; we set them up around how you work.
Funds & launch
Unit trusts with classes, sub-funds and feeders, dated terms, fund documents and a guided launch review.
Investors & onboarding
Contacts, investing entities, KYC and AML documents and checklists, and applications from first form to issued units.
Registry
Holdings, redemptions, transfers and certificates, every transaction reviewed and confirmed.
Accounting & distributions
Portfolio assets and loans, fees, a cash ledger with bank reconciliation, and distributions through to ABA payment files and statements.
Investor portal
Investors apply online, follow their applications, and read their holdings, statements and distributions.
Compliance
A compliance profile, a calendar of obligations with official due dates checked, registers, quarterly reviews and reporting packs.
Your forms, online
Upload your own PDF forms and publish them online. Investors can still return them on paper: your team checks each field against the scan, side by side.
Connections
Read-only links to Microsoft 365 and Gmail mailboxes to file emails with their records, and an MCP endpoint so your own AI agents can ask Max for drafts.
Works like a person. Takes orders from you.
Grounded, not guessed
Every value comes from you or your records. Every answer quotes its source and is checked before you see it.
No black box
You see every page Max opens and every field it fills in, as it happens.
Under your command
Max acts only when asked and only within each person's permissions.
A complete audit trail
Every request, step and save is recorded, with who approved it.
Every statement shows where it comes from.
Ask about the rules or your own records. Each statement carries the ASIC guide paragraph or record it relies on, and is checked against it before you see it. No support found? Max says so, instead of guessing.
Start with ours. Tailored to yours.
Ready-made workflows for the work every firm does — then we configure Max around your own forms, registers and approval steps.
Investor applications
Redemptions & transfers
Distributions
Fees & journals
Breach & incident registers
Complaints
Compliance calendar
+ Your workflow
Your brand on every screen — including your clients'.
Not just a branded sign-in page. Your logo and your own address run through the whole platform: the portal your team works in, and the portal your investors log in to. Your clients see your firm, never ours.
Your clients, your relationship
Investors check their holdings and statements on a portal that carries your name and logo.
Your data
Stored in Australia. Names and account numbers are replaced with placeholders before anything reaches an AI model.
Your control
Roles and permissions you set, and a separate sandbox to practise in.
See Max work on your own workflow.
Bring one routine task. We'll show you Max doing it, start to finish.