{"id":11,"date":"2026-06-20T02:50:47","date_gmt":"2026-06-20T02:50:47","guid":{"rendered":"https:\/\/adviserpilot.com\/?page_id=11"},"modified":"2026-06-20T03:07:08","modified_gmt":"2026-06-20T03:07:08","slug":"home","status":"publish","type":"page","link":"https:\/\/adviserpilot.com\/?page_id=11","title":{"rendered":"Home"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"11\" class=\"elementor elementor-11\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e5847bc e-flex e-con-boxed e-con e-parent\" data-id=\"e5847bc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-87372fb elementor-widget elementor-widget-html\" data-id=\"87372fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<!-- AdviserPilot Elementor HTML widget version.\r\nUpload the \/assets folder to your site, then replace every \/wp-content\/uploads\/ path below with your uploaded media path if needed.\r\nFor a pure HTML page preview, use index.html in this package. -->\r\n<style>\r\n\/* AdviserPilot landing page styles. 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}\r\n#adviserpilot-site .ap-ai-band { position: relative; background: linear-gradient(135deg, var(--ap-navy), #07172A); color: #fff; }\r\n#adviserpilot-site .ap-ai-band:before { content: \"\"; position: absolute; inset: 0; background: radial-gradient(circle at 14% 18%, rgba(201,163,78,.22), transparent 36%), radial-gradient(circle at 86% 72%, rgba(31,157,154,.2), transparent 32%); pointer-events: none; }\r\n#adviserpilot-site .ap-ai-band .ap-wrap { position: relative; z-index: 2; }\r\n#adviserpilot-site .ap-pill-list { display: flex; flex-wrap: wrap; gap: 10px; margin-top: 26px; }\r\n#adviserpilot-site .ap-pill { display: inline-flex; align-items: center; gap: 9px; padding: 10px 14px; border-radius: 999px; background: rgba(255,255,255,.1); border: 1px solid rgba(255,255,255,.14); color: rgba(255,255,255,.86); font-weight: 800; font-size: 14px; }\r\n#adviserpilot-site .ap-pill:before { content: \"\"; width: 8px; height: 8px; border-radius: 99px; background: var(--ap-gold); }\r\n#adviserpilot-site .ap-workflow-img { margin-top: 44px; border-radius: 34px; overflow: hidden; box-shadow: var(--ap-shadow); }\r\n#adviserpilot-site .ap-roadmap .ap-card { min-height: 230px; }\r\n#adviserpilot-site .ap-roadmap .ap-card.coming { background: linear-gradient(180deg, #fff, #fbfaf6); border-color: rgba(201,163,78,.3); }\r\n#adviserpilot-site .ap-quote { padding: 44px; border-radius: 34px; background: #fff; border: 1px solid var(--ap-grey); box-shadow: var(--ap-shadow); }\r\n#adviserpilot-site .ap-quote p { font-size: clamp(22px, 2.5vw, 34px); color: var(--ap-navy); font-family: Manrope, Inter, sans-serif; line-height: 1.12; letter-spacing: -.035em; font-weight: 800; }\r\n#adviserpilot-site .ap-quote small { display: block; margin-top: 22px; color: var(--ap-muted); font-size: 16px; }\r\n#adviserpilot-site .ap-form-card { background: #fff; border-radius: 32px; padding: 32px; box-shadow: var(--ap-shadow); border: 1px solid var(--ap-grey); }\r\n#adviserpilot-site .ap-form-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 14px; margin-top: 22px; }\r\n#adviserpilot-site .ap-input { width: 100%; border: 1px solid var(--ap-grey); background: var(--ap-white); border-radius: 16px; padding: 16px 16px; font-size: 15px; color: var(--ap-navy); }\r\n#adviserpilot-site textarea.ap-input { min-height: 120px; grid-column: 1 \/ -1; resize: vertical; }\r\n#adviserpilot-site .ap-footer { padding: 46px 0; background: #07172A; color: rgba(255,255,255,.7); }\r\n#adviserpilot-site .ap-footer-inner { display: flex; justify-content: space-between; gap: 22px; flex-wrap: wrap; align-items: center; }\r\n#adviserpilot-site .ap-footer strong { color: #fff; }\r\n#adviserpilot-site .ap-disclaimer { font-size: 13px; max-width: 820px; color: rgba(255,255,255,.55); }\r\n@media (max-width: 980px) {\r\n  #adviserpilot-site .ap-hero-grid, #adviserpilot-site .ap-grid-2 { grid-template-columns: 1fr; }\r\n  #adviserpilot-site .ap-grid-3 { grid-template-columns: 1fr 1fr; }\r\n  #adviserpilot-site .ap-grid-4 { grid-template-columns: 1fr 1fr; }\r\n  #adviserpilot-site .ap-nav-links a:not(.ap-nav-cta) { display: none; }\r\n}\r\n@media (max-width: 680px) {\r\n  #adviserpilot-site .ap-wrap { width: min(100% - 24px, 1180px); }\r\n  #adviserpilot-site .ap-nav { padding: 18px 0; }\r\n  #adviserpilot-site .ap-logo { width: 255px; }\r\n  #adviserpilot-site .ap-nav-cta { display: none; }\r\n  #adviserpilot-site .ap-hero { padding: 52px 0 70px; }\r\n  #adviserpilot-site .ap-btn { width: 100%; }\r\n  #adviserpilot-site .ap-grid-3, #adviserpilot-site .ap-grid-4, #adviserpilot-site .ap-form-grid { grid-template-columns: 1fr; }\r\n  #adviserpilot-site .ap-card { padding: 24px; }\r\n  #adviserpilot-site .ap-quote { padding: 28px; }\r\n}\r\n\r\n<\/style>\r\n<div id=\"adviserpilot-site\">\r\n  <header class=\"ap-nav\">\r\n    <div class=\"ap-wrap ap-nav-inner\">\r\n      <a href=\"#top\" aria-label=\"AdviserPilot home\"><img decoding=\"async\" class=\"ap-logo\" src=\"\/wp-content\/uploads\/logo-adviserpilot.svg\" alt=\"AdviserPilot by Automate.CX logo\"><\/a>\r\n      <nav class=\"ap-nav-links\" aria-label=\"AdviserPilot navigation\">\r\n        <a href=\"#ai\">Agentic AI<\/a>\r\n        <a href=\"#platform\">Platform<\/a>\r\n        <a href=\"#roadmap\">Version 2<\/a>\r\n        <a href=\"#demo\" class=\"ap-btn ap-btn-primary ap-nav-cta\">Book demo<\/a>\r\n      <\/nav>\r\n    <\/div>\r\n  <\/header>\r\n\r\n  <main id=\"top\">\r\n    <section class=\"ap-hero\">\r\n      <div class=\"ap-wrap ap-hero-grid\">\r\n        <div>\r\n          <div class=\"ap-tagline\"><span><\/span> Zoho-powered adviser operating system<\/div>\r\n          <h1>Pilot every application from enquiry to approval.<\/h1>\r\n          <p class=\"ap-lead\" style=\"margin-top:24px;\">AdviserPilot gives mortgage and financial advice firms one guided place to manage client applications, documents, compliance evidence, lender submissions, follow-ups and AI-assisted file preparation.<\/p>\r\n          <div class=\"ap-btn-row\">\r\n            <a class=\"ap-btn ap-btn-primary\" href=\"#demo\">Book an AdviserPilot demo<\/a>\r\n            <a class=\"ap-btn ap-btn-secondary\" href=\"#platform\">See the workflow<\/a>\r\n          <\/div>\r\n          <div class=\"ap-trust-strip\" aria-label=\"Product trust points\">\r\n            <span>by Automate.CX<\/span>\r\n            <span>Powered by Zoho<\/span>\r\n            <span>Agentic AI inside the workflow<\/span>\r\n            <span>Designed for NZ &amp; Australia advice firms<\/span>\r\n          <\/div>\r\n        <\/div>\r\n        <div class=\"ap-hero-card\">\r\n          <img decoding=\"async\" src=\"\/assets\/hero-adviserpilot-os.svg\" alt=\"AdviserPilot command centre interface mockup showing controlled AI, application checklist and adviser workbench\">\r\n        <\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section class=\"ap-section ap-pain\">\r\n      <div class=\"ap-wrap\">\r\n        <div class=\"ap-centre\">\r\n          <p class=\"ap-eyebrow\">The real problem<\/p>\r\n          <h2>Advice firms are not short of software. They are short of control.<\/h2>\r\n          <p class=\"ap-lead\" style=\"margin-top:22px;\">Applications still leak across email, spreadsheets, file folders, adviser notes and disconnected follow-up lists. Now AI adds another risk: confidential client data being copied into unmanaged tools with no shared guardrails.<\/p>\r\n        <\/div>\r\n        <div class=\"ap-grid-4 ap-pain-grid\">\r\n          <article class=\"ap-card\"><div class=\"ap-icon\">01<\/div><h3>Scattered client data<\/h3><p>Client information, documents, decisions and notes end up spread across too many places.<\/p><\/article>\r\n          <article class=\"ap-card\"><div class=\"ap-icon\">02<\/div><h3>Inconsistent file evidence<\/h3><p>Scope, rationale, discussions and confirmations are too often captured as loose notes.<\/p><\/article>\r\n          <article class=\"ap-card\"><div class=\"ap-icon\">03<\/div><h3>Manual document chasing<\/h3><p>Advisers and admins lose time asking for documents, checking status and rebuilding packs.<\/p><\/article>\r\n          <article class=\"ap-card\"><div class=\"ap-icon\">04<\/div><h3>Shadow AI risk<\/h3><p>Every adviser using their own AI tool creates privacy, consistency and audit problems.<\/p><\/article>\r\n        <\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section id=\"ai\" class=\"ap-section ap-ai-band\">\r\n      <div class=\"ap-wrap ap-grid-2\">\r\n        <div class=\"ap-split-copy\">\r\n          <p class=\"ap-eyebrow\">Agentic AI at the centre<\/p>\r\n          <h2>Your advisers should use AI. Just not as a free-for-all.<\/h2>\r\n          <p class=\"ap-lead\">AdviserPilot is designed around a controlled AI workspace for advice firms: approved prompts, role-based access, adviser review, evidence capture and AI agents working inside the client journey.<\/p>\r\n          <p>Instead of advisers copying confidential client data into random AI tools, AdviserPilot brings AI into the operating system where the firm can control how it is used.<\/p>\r\n          <div class=\"ap-pill-list\">\r\n            <span class=\"ap-pill\">Intake Agent<\/span>\r\n            <span class=\"ap-pill\">Document Agent<\/span>\r\n            <span class=\"ap-pill\">File Prep Agent<\/span>\r\n            <span class=\"ap-pill\">Compliance Evidence Agent<\/span>\r\n            <span class=\"ap-pill\">Review Trigger Agent<\/span>\r\n          <\/div>\r\n        <\/div>\r\n        <div class=\"ap-panel\">\r\n          <img decoding=\"async\" src=\"\/wp-content\/uploads\/ai-guardrails.svg\" alt=\"Controlled AI guardrails illustration comparing shadow AI and AdviserPilot controlled AI\">\r\n        <\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section id=\"platform\" class=\"ap-section\">\r\n      <div class=\"ap-wrap\">\r\n        <div class=\"ap-grid-2\">\r\n          <div>\r\n            <p class=\"ap-eyebrow\">The operating system<\/p>\r\n            <h2>One adviser workbench. One client portal. One complete application trail.<\/h2>\r\n          <\/div>\r\n          <p class=\"ap-lead\">AdviserPilot turns the adviser journey into a guided process, not a pile of disconnected tasks. The adviser stays in control, while the system handles the heavy lifting around data, documents, reminders, evidence and AI-assisted preparation.<\/p>\r\n        <\/div>\r\n        <div class=\"ap-grid-3\" style=\"margin-top:46px;\">\r\n          <article class=\"ap-card dark\"><div class=\"ap-icon\">A<\/div><h3>Adviser Workbench<\/h3><p>A command centre for applications, next actions, document gaps, AI-prepared notes, tasks and stage progress.<\/p><\/article>\r\n          <article class=\"ap-card\"><div class=\"ap-icon\">C<\/div><h3>Client Portal<\/h3><p>Clients see a clear next action, complete their fact find, upload documents and confirm key information.<\/p><\/article>\r\n          <article class=\"ap-card\"><div class=\"ap-icon\">E<\/div><h3>Evidence Layer<\/h3><p>Scope, expense conversations, lender rationale, confirmations and file activity are captured around the application.<\/p><\/article>\r\n        <\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section class=\"ap-section\" style=\"padding-top:0;\">\r\n      <div class=\"ap-wrap ap-grid-2\">\r\n        <div class=\"ap-panel\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/client-portal.svg\" alt=\"Client portal mockup with next action, application progress, document status and adviser contact\"><\/div>\r\n        <div class=\"ap-split-copy\">\r\n          <p class=\"ap-eyebrow\">Client experience<\/p>\r\n          <h2>Clients see the next step, not your back office.<\/h2>\r\n          <p class=\"ap-lead\">A client should not need to understand your CRM, lender process or admin workflow. They need one obvious next action, a simple upload experience and confidence that the application is moving.<\/p>\r\n          <div class=\"ap-grid-2\" style=\"gap:14px;\">\r\n            <div class=\"ap-card\"><h3>Guided fact find<\/h3><p>Save-and-return client journey designed for real-world applications.<\/p><\/div>\r\n            <div class=\"ap-card\"><h3>Document upload centre<\/h3><p>Clear requested, uploaded, being checked and approved statuses.<\/p><\/div>\r\n            <div class=\"ap-card\"><h3>Progress visibility<\/h3><p>Clients see where they are without seeing internal complexity.<\/p><\/div>\r\n            <div class=\"ap-card\"><h3>Client vault<\/h3><p>A foundation for ongoing reviews, documents and future advice.<\/p><\/div>\r\n          <\/div>\r\n        <\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section class=\"ap-section ap-dark\">\r\n      <div class=\"ap-wrap\">\r\n        <div class=\"ap-grid-2\">\r\n          <div>\r\n            <p class=\"ap-eyebrow\">Workflow map<\/p>\r\n            <h2>From enquiry to approval, every step has an owner and a next action.<\/h2>\r\n          <\/div>\r\n          <p class=\"ap-lead\">AdviserPilot starts with mortgage applications because the pain is immediate: fact finds, document collection, file review, lender packs, approvals, settlement and refix follow-ups.<\/p>\r\n        <\/div>\r\n        <div class=\"ap-workflow-img\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/workflow-map.svg\" alt=\"Workflow map showing enquiry, fact find, file review, submission, approval and ongoing review triggers\"><\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section class=\"ap-section\">\r\n      <div class=\"ap-wrap ap-grid-2\">\r\n        <div class=\"ap-split-copy\">\r\n          <p class=\"ap-eyebrow\">Compliance evidence<\/p>\r\n          <h2>Designed to support better advice records, without pretending software replaces judgement.<\/h2>\r\n          <p class=\"ap-lead\">AdviserPilot helps structure the evidence that already matters: what the client gave you, what the adviser reviewed, what changed, what was recommended, what was submitted and what happens next.<\/p>\r\n          <p>AI helps prepare the file, but advisers approve the work. The system is there to reduce gaps, not remove professional responsibility.<\/p>\r\n        <\/div>\r\n        <div class=\"ap-panel\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/compliance-evidence.svg\" alt=\"Compliance evidence layer mockup with scope, expense review, lender rationale and timeline records\"><\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section id=\"roadmap\" class=\"ap-section ap-roadmap\" style=\"background:#fff;\">\r\n      <div class=\"ap-wrap ap-grid-2\">\r\n        <div class=\"ap-panel\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/roadmap-v2.svg\" alt=\"Product roadmap showing mortgage version 1 and coming version 2 insurance, KiwiSaver and investment advisory modules\"><\/div>\r\n        <div class=\"ap-split-copy\">\r\n          <p class=\"ap-eyebrow\">Product roadmap<\/p>\r\n          <h2>Mortgage first. Broader advice modules coming in Version 2.<\/h2>\r\n          <p class=\"ap-lead\">The first release focuses on mortgage application workflow. Version 2 is planned to extend the same client operating system into insurance, KiwiSaver and investment advisory modules.<\/p>\r\n          <div class=\"ap-grid-2\" style=\"gap:14px;\">\r\n            <div class=\"ap-card\"><h3>V1: Mortgage<\/h3><p>Fact find, document control, application workbench, submission and follow-up.<\/p><\/div>\r\n            <div class=\"ap-card coming\"><h3>V2: Insurance<\/h3><p>Needs analysis, policy review, evidence capture and annual servicing.<\/p><\/div>\r\n            <div class=\"ap-card coming\"><h3>V2: KiwiSaver<\/h3><p>Review workflow, contribution prompts and advice record support.<\/p><\/div>\r\n            <div class=\"ap-card coming\"><h3>V2: Investments<\/h3><p>Client goals, review workflow, implementation tracking and ongoing servicing.<\/p><\/div>\r\n          <\/div>\r\n        <\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section class=\"ap-section\" style=\"background:var(--ap-white);\">\r\n      <div class=\"ap-wrap\">\r\n        <div class=\"ap-quote\">\r\n          <p>\u201cThe real opportunity is not replacing advisers with AI. It is giving advisers a controlled operating system where AI does the preparation, the adviser keeps judgement, and the firm keeps the evidence.\u201d<\/p>\r\n          <small>AdviserPilot by Automate.CX<\/small>\r\n        <\/div>\r\n      <\/div>\r\n    <\/section>\r\n\r\n    <section id=\"demo\" class=\"ap-section\">\r\n      <div class=\"ap-wrap ap-grid-2\">\r\n        <div class=\"ap-split-copy\">\r\n          <p class=\"ap-eyebrow\">Book a workflow demo<\/p>\r\n          <h2>See how AdviserPilot could fit your advice firm.<\/h2>\r\n          <p class=\"ap-lead\">The best demo is not a generic software tour. We will map your current application workflow, identify the biggest control gaps and show how AdviserPilot can bring the journey into one adviser operating system.<\/p>\r\n          <div class=\"ap-grid-2\" style=\"gap:14px;\">\r\n            <div class=\"ap-card\"><h3>For principals<\/h3><p>Better visibility, less process leakage and clearer file quality signals.<\/p><\/div>\r\n            <div class=\"ap-card\"><h3>For advisers<\/h3><p>Less admin drag, faster preparation and one place to manage the application.<\/p><\/div>\r\n          <\/div>\r\n        <\/div>\r\n        <form class=\"ap-form-card\" action=\"#\" method=\"post\">\r\n          <h3>Request a demo<\/h3>\r\n          <p style=\"margin-top:12px;\">Replace this demo form action with your Zoho Form, Zoho CRM Webform or Zoho Bookings embed.<\/p>\r\n          <div class=\"ap-form-grid\">\r\n            <input class=\"ap-input\" type=\"text\" name=\"name\" placeholder=\"Name\">\r\n            <input class=\"ap-input\" type=\"email\" name=\"email\" placeholder=\"Email\">\r\n            <input class=\"ap-input\" type=\"text\" name=\"firm\" placeholder=\"Firm name\">\r\n            <input class=\"ap-input\" type=\"text\" name=\"advisers\" placeholder=\"Number of advisers\">\r\n            <input class=\"ap-input\" type=\"text\" name=\"platform\" placeholder=\"Current CRM \/ advice platform\">\r\n            <input class=\"ap-input\" type=\"text\" name=\"areas\" placeholder=\"Advice areas\">\r\n            <textarea class=\"ap-input\" name=\"problem\" placeholder=\"Biggest workflow or AI control problem right now\"><\/textarea>\r\n          <\/div>\r\n          <button class=\"ap-btn ap-btn-primary\" style=\"border:0; margin-top:18px; width:100%;\" type=\"submit\">Book my AdviserPilot demo<\/button>\r\n        <\/form>\r\n      <\/div>\r\n    <\/section>\r\n  <\/main>\r\n\r\n  <footer class=\"ap-footer\">\r\n    <div class=\"ap-wrap ap-footer-inner\">\r\n      <div><strong>AdviserPilot<\/strong><br>by Automate.CX \u00b7 Powered by Zoho<\/div>\r\n      <p class=\"ap-disclaimer\">AdviserPilot supports workflow, record keeping, document management, AI-assisted preparation and client communication processes. It does not provide legal, financial or compliance advice. Each advice firm remains responsible for its own advice process, disclosures, client records and regulatory obligations.<\/p>\r\n    <\/div>\r\n  <\/footer>\r\n<\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Agentic AI Platform Version 2 Book demo Zoho-powered adviser operating system Pilot every application from enquiry to approval. AdviserPilot gives mortgage and financial advice firms one guided place to manage client applications, documents, compliance evidence, lender submissions, follow-ups and AI-assisted file preparation. Book an AdviserPilot demo See the workflow by Automate.CX Powered by Zoho Agentic [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"footnotes":""},"class_list":["post-11","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/adviserpilot.com\/index.php?rest_route=\/wp\/v2\/pages\/11","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/adviserpilot.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/adviserpilot.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/adviserpilot.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/adviserpilot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11"}],"version-history":[{"count":8,"href":"https:\/\/adviserpilot.com\/index.php?rest_route=\/wp\/v2\/pages\/11\/revisions"}],"predecessor-version":[{"id":20,"href":"https:\/\/adviserpilot.com\/index.php?rest_route=\/wp\/v2\/pages\/11\/revisions\/20"}],"wp:attachment":[{"href":"https:\/\/adviserpilot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}