Your advisers advise. Molo handles the work around it.
Molo.Assist works in modules: client reviews, cover questions and more, each run in your process and your words, in your client's language. Every response is checked against what you gave it.
Nothing you type here is stored or sent anywhere.
Try Molo yourself now.
That was an example. Now ask about Molo: answers come from this site's own pages, or Molo tells you it can't answer.
You understand by conversing.
Under every reply, your client can see where it came from.
Molo AnswerAudit labels each sentence by its source. Figures must match exactly, a paraphrase is never passed off as your words, and every audit is saved and never rewritten.
Read off the client's own record.
The policy's own words, behind every cover answer.
Your practice's wording, quoted exactly.
The client's own words, earlier in the conversation.
Your rules and set-up on Molo.
Moving things along. No claim in it.
Passed to the adviser, who takes it from here.
The AI on its own. The one warning, and the client is told.
One assistant. Switch on the modules you need.
Each module does one job from start to finish. Start with one, and add the next when you're ready.
See how Molo.Assist works
Has anything changed at home since your last review?
Your adviser's own review questionWe put in solar panels in March.
Review.Assist
Every client invited, every review run in your process, every answer and consent on record. Your adviser gets the findings before the meeting.
Priced per user, plus the reviews it runsSee Review.Assist
My laptop was stolen from my car. Am I covered?
Items you carry every day fall under Portable Possessions.
From your policy wordingCover.Assist
"Am I covered?" answered from your client's own policy documents, day and night, with the wording behind every answer.
In pilot with an advice practice since September 2026See Cover.Assist
CoFI.Assist
COMING SOONThe next Molo.Assist module, in development now.
Ask us about it
We just had a baby. Do I need to change anything?
Congratulations! Your schedule shows life cover for you and your wife, and nothing for children yet.
From your policy scheduleI've told Thandi everything. She'll call you this week.
Handed to your adviser, with the whole conversationYour clients ask at nine at night, in their own words.
Molo answers from what your practice gave it, says plainly when it doesn't know, and hands your adviser the whole conversation the next morning.
The financial adviser is not the problem. The industry built around them is.
For decades we have made advisers more productive inside a model where clients reach financial services only through an adviser's available hours. The better question is what should happen when a client needs something.
Read Pieter Bosman's articleProve it first, then make it yours.
- POCThree weeks with four of your advisers and real clients. Nothing is built or connected to your systems. A fixed fee, agreed up front, plus the reviews it runs.
- ProjectWe build what the POC found: your brand, record-keeping and reporting, hosting, and the connections you need.
- LiveYour advisers and clients use Molo every day. The subscription starts when you go live.