Suitability reports, fact-find summaries, annual reviews, compliance admin — a dedicated AI platform for independent financial advisers, so your time goes back into advising clients.
For a four-adviser planning firm in the South West, client meetings were the bottleneck — every one generated hours of work around it: prep beforehand, write-ups, suitability reports and follow-ups after.
The tools to handle it already exist. But connecting them together, giving them secure access to your own data and building them into your daily workflow takes real expertise — and time most firms don't have.
We connected their CRM, document store and inbox into one secure layer, then built agent workflows that prep meetings, draft suitability reports and write follow-ups from the adviser's own data — they review and sign, instead of starting from scratch.
"It writes the first draft of everything. I read, check and sign — the blank page is gone, and so are my Fridays in the office."
Your systems connect through a secure layer with permissions you set and a full audit trail. Nothing is exposed beyond what you allow, and you can revoke access at any time.
Always. AI drafts suitability reports, fact-find summaries and review packs from your own data — you review, adjust and sign off. It removes the blank page, not your judgement.
No. It connects to the tools you already run on — your CRM, document store and inbox — rather than replacing them.
We're onboarding a small group of advice firms at launch. Join the waitlist and we'll be in touch to get you set up.
We're onboarding a small group of advice firms at launch. Join the waitlist and we'll be in touch.