Sombra — Your Full Swarm

Your first team is running.
Eleven more are ready.

Three more public-data teams activate immediately. The rest unlock when you connect your conversations. One upgrade. Everything included.

Upgrade to Practice →

$179/month · Up to 5 seats · All teams included

3 Hours Back Per Call · Notes That Learn Your Voice · Intelligence Across Your Firm

READY NOW

Three more teams. No data required.

These teams run on public data — just like Regulatory Watch. No client information. No integration. They activate the moment you upgrade.

Research Monitor

Tracks products against your APL. Flags PDS changes, fee shifts, and TMD updates. The research analyst who knows every product your firm recommends.

Competitive Intelligence

Monitors your competitive landscape — other firms, licensee movements, platform changes. The market awareness your principal gets from conferences, delivered weekly.

Content Agent

Firm-branded blogs, social posts, and newsletters — aligned to your brand and checked against ASIC marketing rules. The marketing person who understands compliance.

One conversation. Three layers of value.

Every conversation you connect activates all three — simultaneously, automatically.

Compliant File Notes

Audit-ready documentation in your firm's own templates. Not a transcript summary — structured file notes, follow-ups, and handoff notes. Up to 3 hours saved per review call. Ready before the call ends.

Adaptive Learning

Every edit you make trains the system. Sombra tracks corrections across 12 style categories — tone, structure, terminology, level of detail. It distinguishes a review meeting from an onboarding. No settings. No prompts. Notes that get closer to your final version, measurably, meeting after meeting.

Firm Intelligence

Your teams generate file notes, follow-ups, and handoffs from every call. Firm Intelligence is what compounds underneath — meeting patterns, client sentiment, review triggers, workload trends — aggregated across every adviser. The more conversations your Swarm processes, the smarter your practice gets.

See the difference.

Before — Generic AI Output

The client expressed interest in reviewing their superannuation arrangements and indicated a preference for growth-oriented investment options within their existing portfolio.

After — Sombra, Week 6

David wants to rebalance his super toward growth — not change providers. Present growth-tilted options within his current platform before the March review. Risk profile unchanged.

Edit Effort Score tracks how much you're rewriting. Acceptance Rate measures how often you approve without changes. Together they prove the system is learning your voice — and you're getting hours back every week.

Upgrade to Practice

Flat monthly pricing · Lock in before usage-based kicks in

The proof builds with every call.

YOUR METRICS

Measurable from day one

Edit Effort Score — Declining Over Time

Averaged across early pilot firms · 10+ meetings per adviser

Edit Effort Score

Approved unchanged

Active

Learning your voice

↓18%

Editing less each week

WHAT ACTIVATES

Intelligence that builds from every conversation

Conversation Data → Swarm Layer
activates
Practice Insights meeting volume, workload patterns
Client Signals life events, sentiment, review triggers
Brief Writer full Weekly Firm Brief
Compliance QA advice document review Intelligence
Client Watch at-risk client detection Intelligence

BUILT FOR TRUST

Per-adviser learning, isolated by design
All examples anonymised
No cross-adviser, no cross-firm training
Australian data residency
AES-256-GCM encryption

FREQUENTLY ASKED

How is this different from the AI file note tool we already use?

Most tools transcribe and summarise. Sombra generates structured file notes in your templates, learns your voice from every edit, and builds firm-wide intelligence from every conversation. It's not a better transcription tool — it's a different category.

Is my client conversation data safe?

Per-adviser learning is isolated by design. All training examples are anonymised — no client names, no amounts, no dates stored. No cross-adviser, no cross-firm training. Australian data residency. You approve every output.

One upgrade. Everything activates.

YOU'RE HERE

Free

$0 /month
  • 1 team (Regulatory Watch)
  • Unlimited viewer logins
  • No adviser seats
  • 30-day history
You're on Free

NEXT STEP

Practice

$179 /month
  • All public-data + conversation teams
  • 2 adviser seats (3 for early adopters)
  • Learning + firm intelligence
  • 12-month history
Upgrade to Practice

FULL FIRM

Firm

$699 /month
  • Every team + compliance
  • 10 adviser seats · $70/adviser
  • Unlimited viewer logins
  • Unlimited history
Map Your Firm to the Swarm

Early firms lock in flat pricing and shape what gets built.

Upgrade to Practice

2 adviser seats (3 for early adopters) · Flat monthly pricing · Lock in before usage-based kicks in

Map Your Firm to the Swarm

45 minutes · We map your workflows to agent teams · High-value output even if you don't proceed

1 We map your templates
→
2 Your first call runs through Sombra
→
3 Your feedback shapes the product
Per-adviser learning · Anonymised data · Australian data residency · Your approval on every output