One assistant for your clients, in modules.
Molo.Assist talks to your clients for your practice, in your process and your words, in their language. Each module does one job from start to finish. Start with one, and add the next when you're ready.
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 itThe same rules, whichever module you switch on.
Molo AnswerAudit under every reply, showing where each sentence came from.
Your questions, disclosures and policy wording are used as written.
Molo doesn't advise. It hands the adviser the whole conversation.
Consent, the conversation and what changed, saved for the record of advice.