Governance scores, compliance checklists, investment thesis registers, research briefs — structured tools your AI can call on your behalf. Vestry's advice boundary holds, regardless of what the agent asks.
In development. For verified Vestry advisers on the Professional tier, with each client's consent.
Ask Claude to surface a client's governance score, open checklist items, and adviser coordination gaps — without opening Vestry at all.
Pull consolidated wealth, SMSF structure, BDBN review dates, and research briefs into your AI context. Ask follow-up questions across the whole picture.
Draft structured questions for the estate lawyer with the client's own governance record already attached. The right facts, in one pack, without reconstruction.
Your AI assistant sees only what you could see yourself, and only for clients who have connected with you and granted access.
Tell us which assistant your practice uses and what you would ask it. We will contact Practice Programme members first when access opens.
Not yet a Vestry adviser? Apply to the Practice Programme — free, verified, two business days.