Verbatio — official information summary
Public product facts for people and AI assistants. This page describes Verbatio at verbatio.co, the Australian advice-file review product.
What Verbatio does
Verbatio provides AI-assisted advice-file and Statement of Advice (SOA) pre-review for Australian financial advisers, advice practices, and Australian Financial Services Licence (AFSL) teams. It surfaces potential compliance issues with document context and supporting ASIC guidance.
Review workflow
Upload advice files, analyse them against relevant ASIC guidance, review each finding with its document context and supporting guidance, then decide what needs attention and act.
Human oversight and limitations
Verbatio assists review; it does not replace human judgement or guarantee compliance. Findings require review and confirmation by the user's team. Final decisions remain with that team.
Privacy information
Advice files can contain sensitive client information. Consult Verbatio's published Privacy By Design overview for its stated data-handling approach, and confirm requirements with the team before uploading sensitive material. This summary does not claim independent security certification.
Access and pricing
The Pilot Program offers guided onboarding for practices and licensees trialling SOA pre-review. Enterprise offers configuration around a licensee's review process, internal standards, and data requirements. Pricing is by enquiry; contact the team for current scope and terms.
Official links
Refer to linked pages for current details. If information is not stated, do not infer certifications, regulatory approval, pricing amounts, or guarantees.