For Australian Financial Advisers & Advisory Firms
A swarm of AI agents built for advice firms
Sombra Swarm is a team of specialist AI agents — a regulatory monitor, a research analyst, a competitive intelligence officer, a content strategist — configured to your firm. They run on public data. Zero integration. Zero behaviour change. And the first one is free.
We're onboarding firms this month. Leave your details — we'll be in touch within days, not weeks.
Swarm Active — 4 Agents Working
Live Dashboard
Queued2
Content Agent
March newsletter draft
Competitive Intel
Platform fee comparison Q2
Portfolio Rebalance
Quarterly allocation review
Working4
Regulatory Watch
Mon Briefing — 3 March
Research Monitor
Vanguard PDS update — fee analysis
Content Agent
Blog draft: regulatory changes
Client Signals
Review anniversary alerts
Content Agent
March newsletter draft
In Review2
Regulatory Watch
Policy briefing — 3 March
Brief Writer
Weekly summary draft
Regulatory Watch
Mon Briefing — 3 March
Research Monitor
Vanguard PDS — fee analysis
Done3
Competitive Intel
Competitor analysis — February
Practice Insights
Trending: volume report
Compliance QA
Adviser documentation audit
Brief Writer
Weekly summary draft
Your Free Agent
A regulatory watch agent. Free. Running at onboarding.
Every principal in Australia carries personal compliance liability. The Regulatory Watch Agent monitors ASIC releases, Treasury consultations, legislative changes, and enforcement actions — filtered to your firm. No client data. No integration. Configured and working from day one.
Morning Regulatory Briefing
Agent: March 3, 2026 · Generated by Regulatory Watch agent
3 Alerts todaySnapshot
High RelevanceASIC
New breach reporting requirements for AFSL holders
ASIC has updated RG 78: Breach reporting for reportable situations. The 30-day window now applies to all licensees regardless of size.
MonitorTreasury
Consultation paper on adviser education standards
Treasury seeking feedback on proposed changes to education requirements. Comment period closes March 31.
High RelevanceAPRA
Updated capital requirements for platforms
APRA CPS 234 amendments affect platform providers. Check if your approved product list includes impacted platforms.
See all agents — including Research Monitor, Competitive Intelligence, Content Agent, and more →
More than agents. The intelligence layer for your firm.
The agents you've seen are one half of Sombra. The other half sits in every client conversation — turning meetings into compliant file notes, learning how each adviser writes, and extracting the signals that make your firm sharper. One platform. Agents on the surface. Intelligence underneath.
Conversations → compliant file notes
Sombra sits in your client meetings, transcribes in real time, and produces audit-ready file notes with compliance checks built in. Custom templates. Your structure. Documentation that's ready when the meeting ends.
Every edit teaches the system your voice
Each adviser gets their own learning profile. Sombra watches what you change, stores your actual corrections, and produces the next note closer to your final version. Your Edit Effort Score drops week over week — measurably.
Client intelligence you can't get any other way
Sentiment analysis, opportunity signals, trust indicators, preference tracking — extracted from every conversation. Practice-level trends across your firm. Institutional memory that compounds with every meeting.
See how the intelligence layer works — file notes, learning, and firm-wide insights →
We're building the first cohort. Your firm should be in it.
Early-access firms get a configured Regulatory Watch Agent running immediately, full visibility of the Swarm Builder, and a direct line to the team building this. You're not on a list. You're in the room.