Tallify documentation
What Tallify is, what it never does, and how this documentation is organised.
Tallify is practice intelligence for South African financial services providers. It runs on one server the practice controls (or one Tallify operates for that practice alone), and it does three jobs: it turns meeting notes into a Record of Advice and a financial needs analysis, it checks every client every day for cover gaps and fund movements, and it drafts client communications that wait for a named advisor's approval.
The three intelligences
- Advice Intelligence. Intake from notes, photographed forms and documents; extraction on a local model; a Record of Advice to section 9 of the FAIS General Code of Conduct and a needs analysis drafted on de-identified facts; both delivered as Word documents for review and signature.
- Book Intelligence. A daily fund movement check and a weekly cover review across the whole book, with findings that track when a gap first appeared and when it was resolved.
- Client Intelligence. Replies to client emails and factual fund notices drafted in the advisor's name, held in an approval queue, sent only by a named advisor to clients with recorded consent.
What Tallify never does
- It never files a draft as a final advice record. A person approves every filing.
- It never sends a word to a client without a named advisor approving that message.
- It never sends identifying client data to an external model. Names, ID numbers, dates of birth, contact details and addresses are stripped and scrubbed on the practice server first.
- It never gives advice. The FAIS representative gives the advice; Tallify drafts and monitors.
How you reach it
The console is a web application at a private address such as https://console.<practice>.tallify.co.za/admin. It resolves only inside the practice's private network (Tailscale), so there is no public login page. Advisors can also send intake from their phones over Telegram or WhatsApp, and approve advice by replying to the email that carries the draft.
How this documentation is organised
Getting started covers sign-in and a tour of the console. Intake, Advice and Monitoring follow the life of a client file. Registers describes the data the practice keeps. Administration is for the person who runs the installation. Security and compliance explains the controls and points to the Security page.