Skip to main content
Ask lets you put a question about your clients in plain words and get an answer from your firm’s own records: accounts and balances, transactions, documents and the values read from them, checklists and messages. Every answer shows the records it used. Press ⌘J (Mac) or Ctrl+J (Windows) from anywhere in Advisor to open Ask, or choose Ask in the sidebar.

​
Asking a question

1

Choose who it's about

Below the question box, choose All clients or pick one client under One client.
2

Type your question

Type into Ask about a client, or all of them. Press Enter to send, or Shift and Enter for a new line.
3

Read the answer

While it works, Ask shows each step it takes, such as reading a client’s accounts. When it’s done, the answer appears with numbered sources.
4

Follow up

Type into Ask a follow-up to keep going in the same chat.
Some questions to start with:
  • “Who hasn’t sent their payslip yet?”
  • “Whose bank connections need reconnecting?”
  • “Cash held across all clients”
  • “Which clients have checklist items open?”
  • “Largest debts across all clients”
A chat stays with the client its first question was about. To ask about someone else, start a new chat.

​
Sources

Each claim in an answer is marked with a number. The numbers match the Sources listed under the answer, such as an account or a document. Select a source to open it in Advisor. Ask only cites records it actually read. Any reference it can’t back with a record is removed. Ask sets out what the records show. It doesn’t give personal financial advice or tell you what a client should do.

​
Messages to clients

Ask can draft messages to clients, for example reminders about open checklist items. It never sends them on its own.
1

Review the drafts

A card under the answer lists each message with the Client, the Item and how long it has been Waiting since.
2

Send or cancel

Select Send (the button shows the count, such as Send 3 messages) to post each message to its client’s message thread, from you. Select Cancel to send nothing.
The card then shows how many messages were sent, or Not sent. See Messages.

​
Answer actions

Under each answer you can:
  • Copy the answer.
  • Ask again to get a fresh answer.
  • Mark it as a Good answer or Bad answer.
Select Stop while an answer is being written to end it.

​
Managing chats

Your chats are listed in the Ask sidebar, with Search chats to find one. A chat’s menu has:
  • Rename
  • Pin or Unpin
  • Delete
Deleting a chat removes its questions and answers. Messages already sent to clients stay in their threads.

​
Limits

Daily limits count the last 24 hours. If you hit a limit, Ask tells you when to try again. You can’t attach files to a question, edit a question after sending it, or export a chat.

​
Privacy

  • Your chats are yours. Nobody else in your firm can see them.
  • Ask only reads your own firm’s records. A chat about one client only sees that client.
  • Ask runs in Australia. Client data used to write an answer is not kept or used for training by the service that writes it.
  • Advisor keeps the text of your questions and answers, the steps and the source names. It doesn’t keep the raw records Ask read.
  • An answer can quote a balance or a transaction. That answer stays after the client stops sharing the bank, until you delete the chat.