Who we work with
AI systems for financial advisers and wealth management practices
Advice practices grow through trust, and trust takes time with clients. We build AI that prepares the files, letters and reviews around every client relationship, so your advisers spend their week in meetings, not paperwork. The advice always stays with the adviser.
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The problem
What slows financial services and wealth management down
- Suitability letters and review packs take hours each to put together.
- Clients and providers have to be chased for every document and valuation.
- Every client file must be complete, consistent and ready for inspection.
- Finding new clients and following up introducers waits until there is time.
38%
of an adviser's week goes on preparing reports, compliance and admin
Source: NextWealth for Fidelity, survey of 209 UK advisers, 2025
Where AI works
Everywhere AI works in an advice practice
From the first introduction to the annual review.
- Target lists of business owners, directors and others who fit your criteria
- A short brief on every prospect or introducer before you meet
- Introducers and referrals followed up, and every follow-up logged
- Meetings turned into file notes and an action list in the client file
- Fact-finds pre-filled from the meeting, last year's file and provider data
- ID, proof of address and statements chased until the file is complete
- Documents checked for gaps and expiry dates before compliance sees them
- Policy and pension details gathered from providers: values, charges and funds
- Side-by-side comparisons of PRSA, ARF and pension options drafted
- The Statement of Suitability drafted for the adviser to edit and sign
- Provider applications and lender packs prepared and tracked to completion
- Annual review packs built: valuations, performance and what has changed
- Review dates, retirement dates and drawdowns spotted early and booked in
- Every file checked against your compliance checklist before review
- Your CRM updated after every call, email and meeting
- Pipeline, completed reviews, overdue files and income in one view
AI prepares, the adviser decides. Every recommendation is reviewed and signed off by a qualified adviser.
Bring your review process to the call
We will show you which steps AI could prepare, and exactly what stays with the adviser.