Documentation automation for boutique wealth managers
Generate compliant, personalised client and regulatory documents — faster, cleaner, and fully under advisor control.
Used by independent wealth managers and boutique advisory firms who value precision, control, and efficiency.
Documentation is slowing your firm down
Advisors should be focused on clients — not drafting, formatting, and reworking documents.
- Manual, repetitive drafting
- Paraplanners overloaded with low-value admin
- Templates scattered across systems
- Compliance risk increases with volume
Documentation is essential — but inefficient processes directly limit growth.
Purpose-built documentation automation
Autodraft automates the full lifecycle of wealth management documentation — from meeting preparation through to client and regulatory correspondence.
It replaces fragmented templates with structured, firm-approved workflows that scale without losing personalisation.
Faster document turnaround
Consistent, compliant outputs
Full advisor review and sign-off
Clear audit trail and version history
Built around how your firm actually operates
Map
We map your real documentation processes, approvals, and compliance controls.
Structure
Approved content, data, and logic are structured into intelligent templates.
Generate
Documents are automatically generated, reviewed, approved, and issued.
Autodraft does not provide advice or make decisions. All outputs remain under advisor oversight.
What You Can Automate
Pre-meeting preparation packs
Client onboarding and KYC
Investment proposals and mandates
Policy statements and disclosures
Periodic client letters and reviews
Regulatory and compliance communications
Standardised where it should be. Personalised where it matters.
Why Autodraft
Built for lean teams and high standards
- Designed specifically for boutique wealth managers
- Fast time to value with minimal disruption
- Compliance-conscious by design
- Flexible enough for bespoke client structures
- Enterprise capability without enterprise complexity
Material time savings, without operational risk
Based on typical implementations:
- Significant reductions in documentation creation time
- Lower paraplanner workload
- Reduced rework and error risk
- Faster, more consistent client communication
In some cases, reductions of over 75% in document preparation time are achievable.
See Autodraft using your own documents
The most useful next step is a short walkthrough using one of your real document types — so you can see how Autodraft fits your processes, compliance requirements, and commercial expectations.
Book a walkthrough