Intelligence that works inside the business
More intelligence behind the scenes. More life beyond the desk.
The point of better technology is not more time at a screen. It is less repeatable preparation between you, your clients and the life you want to lead. Ledger Black is an AI-native business platform for New Zealand financial advice providers. Its AI works with the records and tools your team uses every day: preparing meeting briefs, triaging inboxes, retrieving client context, drafting follow-ups and surfacing stalled work. Aria brings the day into focus; specialist agents turn defined tasks into visible, reviewable work.
Talk about your practice
A MORE CONNECTED WAY OF WORKING
Less between you and the work.
Start the day with a plan
Bring upcoming meetings, overdue tasks, inbox priorities, pipeline activity and pending signatures into a focused operations brief.
Delegate repeatable preparation
Configure specialist agents for meeting preparation, email triage, follow-up drafting and pipeline reporting using the platform’s existing tools.
Keep the authority with your team
See proposed actions and execution results, with confirmation and approval steps for changes rather than a black box acting in your name.
A workforce built around the way advisers work
The Agent Command Centre gives you reusable templates, tool selection and run histories for focused jobs. A meeting-preparation agent can assemble client context, recent communications and outstanding tasks. A pipeline agent can inspect stalled work and propose follow-up. Email specialists can help sort incoming messages and prepare replies. You define the job and permitted tools; the run shows the proposed steps, approvals and outcomes.
The right assistant, in the right context
Aria is the global Virtual Assistant for navigating the platform and working across the information your role permits. The client-scoped AI Assistant works within a selected client relationship, keeping detailed file work tied to that context. Dedicated meeting workflows handle transcription and post-meeting extraction separately. Together, these capabilities connect assistance to the business process rather than leaving useful answers stranded in a separate chat window.
A FEW GOOD QUESTIONS
Know where
you stand.
Clear information makes for a better conversation. Here are some useful things to understand before you start.
Can agents change records or send messages without approval?
In assistant and Command Centre tool flows, read-only actions can run automatically. Actions assigned quick-confirm or full-approval tiers pause for approval. Separately configured campaign and workflow automations follow their own trigger and sending settings.
Does Aria make advice decisions or rewrite an SOA for us?
No. Aria supports research, retrieval and productivity; suitability decisions and final advice remain yours. Dedicated document-generation workflows offer drafting assistance, while Aria’s advice boundary prevents it from rewriting SOAs or performing compliance rework in chat.
Does all AI processing stay local?
No. AI and speech services include cloud providers, with routing and fallbacks varying by workflow and company configuration. Confirm the permitted providers, data handling and intended workflows during onboarding.
YOUR NEXT CHAPTER
Your entire firm.
A clearer advantage.
Less fragmented work. More connected intelligence. Let’s explore how Ledger Black can bring your advice firm together.
Talk to Ledger Black