Less Paperwork. More Client Conversations.
Financial advisors and IFAs lose 10–14 hours a week to admin that gets in the way of advising — scheduling annual reviews, chasing fact-finds, compiling suitability reports, and maintaining FCA-compliant audit trails. We automate the operational layer so you can spend more time with clients and less time on the process around them.
✓ 5+ hours/week guaranteed or full refund · ✓ Report in 5 days
12+ hrs
saved per week on average
Currently losing
10–14 hrs/week
to repetitive admin
The problem
What's eating your time?
These aren't random inefficiencies. They're the same tasks, every week, taking the same amount of time — because nothing has been set up to handle them automatically.
Annual reviews fall behind and clients notice
Every client expects an annual review, but scheduling, prepping, and following up on 80+ reviews a year means some slip to 14, 16, even 18 months. Clients don't complain — they just move to an adviser who keeps the cadence.
Fact-finds and client data collection drag on for weeks
You send the fact-find, the client fills in half of it, you chase the rest, they send some documents but not others. By the time you have everything you need, two weeks have gone and the momentum from the initial meeting has evaporated.
Compliance paperwork eats into advice time
Suitability reports, risk assessments, file notes, annual attestations — the FCA requires thorough documentation for every recommendation. It's essential work, but it takes longer to document the advice than it does to give it.
What we build
What we automate for financial advisors
These are the specific workflows we've identified and automated across financial advisors businesses. Each one is built around your existing tools and processes — not a generic template.
Annual review scheduling and reminders
Review invitations sent automatically at the 11-month mark, with booking links, agenda pre-population, and follow-ups if the client hasn't responded — so no review slips past 12 months.
Fact-find and document collection
Digital fact-find forms sent after initial meetings with automated reminders for incomplete sections and missing documents — so everything arrives before the adviser needs it, not after.
Suitability report drafting
AI assistants trained on your report templates and house style that draft suitability reports from meeting notes and fact-find data — cutting production time from 90 minutes to 15.
New client onboarding
Welcome pack, terms of business, data privacy notices, and platform access instructions sent and tracked automatically — from initial engagement to portfolio setup without manual steps at each stage.
FCA compliance audit trail
File notes, risk profile confirmations, and disclosure records logged automatically at each client touchpoint — building the audit trail as you work, not after the fact.
Referral follow-up sequences
Thank-you messages sent to referrers, introductory information sent to referred prospects, and follow-ups triggered at the right intervals — so referrals don't go cold because nobody followed up.
How we deliver it
The services we use
Most financial advisors engagements combine two or three services. The AI Assessment tells you exactly which ones apply to your situation.
Process Optimisation
Map your workflows and find the hours hiding in plain sight
⏱ 2–3 weeks
Learn more →
£1,500–£3,000No-Code Automation
Connect your existing tools and automate the repetitive steps
⏱ 1–2 weeks
Learn more →
£2,500–£8,000Custom AI Assistants
A GPT trained on your business that answers like you would
⏱ 2–4 weeks
Learn more →
5+ Hours Saved Per Week — Or Your Money Back
Every engagement begins with the AI Assessment. If we can't identify at least 5 hours of weekly time savings in your business, you get a full refund. No questions asked. We've done this enough to be confident in that commitment.
Book Your AI Assessment — £499Questions
Common Questions
Does this integrate with Intelliflo, Transact, or our back-office system?+
We've built automations for Intelliflo, CashCalc, Adviser Office, Transact, and most UK adviser platforms. The AI Assessment maps your exact tech stack and confirms what's possible before you commit.
Is AI-drafted advice compliant with FCA requirements?+
We don't build tools that give financial advice. We build AI assistants that draft suitability reports and correspondence for an adviser to review and approve. The adviser retains full control and responsibility — the AI just produces a faster first draft.
We're a small IFA practice with two advisers. Is this worth it?+
Smaller practices often see the biggest impact because every hour of admin is an hour not spent with clients. If your advisers spend more than five hours a week on non-advice admin, the numbers usually work. The free AI Audit gives you an honest answer.
How do you handle sensitive client financial data?+
We build within your existing platforms — client data stays in your systems. No financial data moves to third-party tools. We document all data flows as part of the handover, which most practices find useful for their FCA compliance records.
Ready to Get Started?
Book the AI Assessment and get a custom report showing exactly which tasks in your financial advisors business can be automated — and what you'll get back.
Book Your AI Assessment — £4995+ hours/week guaranteed or full refund · Custom report in 5 days · 30-minute review call included