Open the right client context before the meeting starts.
FAYBL · Prosumer product
More time for what matters.
The adviser’s working surface before, during, and after every client interaction.
FAYBL brings client folders, meetings, email, alerts, documents, and workflows into one connected experience so advisers can focus on the relationship rather than the administration around it.
FAYBL 2.5 is currently available by invitation only. Schedule a demo to request access.
Calendar and meetings
Meeting capture is about being present.
FAYBL is not simply a functional AI note taker. It prepares the adviser, listens quietly, and turns the conversation into structured follow-through.
Let the system capture the detail while the adviser stays curious and relational.
Turn decisions into tasks, documents, updates, and a source-linked record.
Client cockpit
The client folder is the unit of work.
Chat becomes useful when it is anchored to the selected client, their documents, email, meetings, tasks, and history. Drafts and actions become reviewable artifacts rather than loose output.
- Persistent client and entity context
- Scoped chat with visible memory and provenance
- Email classified, filed, and routed into the right work
- Artifacts ready for review, sharing, and system update
Fully agentic practice
Not a workflow bot. An agent for the whole professional experience.
Rather than automate three or four predefined workflows, FAYBL can work with the latest approved frontier models to shadow advisers, middle and back office teams, and compliance managers. When it sees a better path, it explains why and offers to carry the work across systems—with permission, guardrails, review, and an audit trail.
Learn the context, handoffs, exceptions, and judgment around each role without taking control away.
Recognize where help or advice may matter, explain the opportunity, and offer to take on the entire workflow.
Carry large, complex, and irregular processes across CRM, email, calendar, meetings, documents, planning tools, and internal systems.
Choose approved models for speed, quality, and cost while keeping deployment, permissions, review gates, guardrails, and source trails visible.
Proof, plans, and trust
Give the practice capacity back.
FAYBL is already being used to reduce repetitive work and create more room for client engagement.
“Using FAYBL with XPlan has transformed our experience with XPlan. Previously complex and time-consuming processes are now near instant.”
“We expect an ongoing investment in Faybl to be transformative for our operation, enabling us to better serve our clients.”
advisory groups across Australia, the United Kingdom, and the United States.
Trust sits inside every action.
Permissioned access, attributable outputs, human review, reversible actions, and connected systems that remain the source of record.
FAYBL 2.5 is currently available by invitation only. Schedule a demo to request access.