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Select Review Type
Select RegiReview or RegiVet
Start by selecting the appropriate review workflow for your needs.
Choose RegiReview for retrospective reviews after advice has been provided, or RegiVet for pre-vetting before advice is delivered to the client.
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RegiReview for post-advice compliance
RegiVet for pre-advice quality checks
Tailored assessment for each workflow
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Upload Documents
Upload your documents
Enter the client name and upload the Statement of Advice along with any supporting documents.
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Our secure platform accepts multiple file formats and processes them instantly.
Drag and drop multiple documents
Supports PDF, Word and image files
Secure encrypted upload
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AI Scoping
Intelligent Document Analysis
Regi's AI automatically analyses your uploaded documents to identify the advice types and key assessment areas.
This intelligent scoping ensures only relevant review points are applied to your specific advice scenario.
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Automatic advice type detection
Dynamic scope area identification
Product and strategy recognition
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Review Summary
Comprehensive Review Summary
Once the AI review is complete, you receive a detailed summary of identified findings across all assessed areas, including supporting commentary, relevant regulatory references and suggested remediation actions.
Visual breakdowns help quickly identify key review themes and areas requiring further attention.
Detailed findings and observations
Relevant regulatory guidance and references
Suggested remediation action items
Exportable PDF review summary
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Targeted Review Points
Up to 108 Targeted Review Points
Regi assesses the Statement of Advice against over 100 targeted review points covering Best Interest Duty, Superannuation, Insurance, Replacement Product Advice, Code of Ethics considerations and more.
Comprehensive scope coverage
Regulatory requirement alignment
Includes subjective analysis
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Action Items
Track and Resolve Action Items
Any issues identified during the review are converted into actionable items. Track progress, add notes, and mark items as resolved to maintain a complete audit trail of your compliance workflow.
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Prioritised list of action items
Progress tracking and notes
Complete audit trail
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