Australia’s boutique wealth advisor for high-net-worth families
For 25 years, Reveal Group has provided trusted wealth management, investment advice and portfolio management services to high-net-worth individuals, families and for purpose organisations across Australia.
Having successfully guided clients through multiple market cycles, Reveal remains a boutique, commission-free and institutionally unaligned advisory firm focused on helping clients build, preserve and transfer wealth across generations.
That highly personalised service depends on a deep body of investment research, committee decisions, portfolio records and approved advice. During client calls, advisors often had to pause to search across those sources or ask a colleague to confirm an answer. A response could take 30 minutes, limiting how many questions the team could resolve in the moment.
A trusted answer layer for wealth advisors
Reveal used SelectiveDB to bring approved investment research, house views, portfolio information and client context into one permission-aware knowledge layer. Advisors can ask a question in natural language during a call and receive a concise answer grounded in the firm’s source material.
Selective Cloud keeps the service available as research changes and new documents arrive. Answers return in 1.8 seconds at P95, while citations let the advisor inspect the underlying evidence before continuing the conversation.
More answers in the moment, more reasons to continue the relationship
Reveal’s advisors now answer 43% more questions during client calls. What previously required up to 30 minutes of manual follow-up now takes 1.8 seconds at P95, helping each conversation move from general guidance to a more useful, informed discussion.
With more questions resolved on the spot, Reveal has recorded an 8% increase in client bookings. The same system gives every advisor access to the firm’s institutional knowledge while preserving the judgement, care and direct senior access that define its boutique model.