AI for Financial Advice
Automation
Automate every step of your advice workflow — from meeting transcripts to suitability and valuation reports. Reduce admin by 70–80% and handle in minutes what used to take hours.
Reduction in admin time
Faster suitability reports
Compliance coverage
Trusted by advisers using
Endless admin is slowing your firm down
Advisers should be focused on clients — not drafting, formatting, and reworking documents across disconnected systems.
Suitability & Valuation Letters
Manual report writing is slow and error-prone. Advisers spend 10–15+ hours weekly on correspondence alone.
Meeting Notes & Follow-Ups
Capturing client meetings by hand is tedious. Advisers miss disclosures, forget action items, and waste time on write-ups.
Compliance & Checks
FCA Consumer Duty, Vulnerability, MiFID II — exhaustive reviews required on every output. One slip means non-compliance.
CRM Data Entry
Updating client fact-finds and portfolios by hand wastes time and introduces transcription errors that compound over time.
Disjointed Systems
Data scattered across spreadsheets, CRMs, and documents. Switching apps to gather information kills productivity and focus.
The adviser’s guide to automating client correspondence
Practical steps to cut letter admin while keeping compliance oversight — we’ll email you the PDF.
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Automated workflows for financial advisers
Automatic Document Drafting
From monthly valuation summaries to complex suitability reports, AI fills your Word/PDF templates in seconds — a full advice report in ~3 minutes.
AI Meeting Assistant
A real-time Copilot joins client calls, generates live checklists, transcribes dialogue, and auto-populates follow-up emails and suitability letters post-meeting.
Compliance by Design
Embedded FCA Consumer Duty and MiFID II rules. Audit trails link every output to its source data. Mandatory disclaimers are locked into every template.
Smart Integrations
AutoDraft syncs directly with Intelliflo, XPLAN, Outlook/Calendar, and more. Client portfolios, meeting schedules, and email calendars feed into one workflow.
AutoDraft automates the full lifecycle of wealth management documentation — from meeting preparation through to client and regulatory correspondence — replacing fragmented templates with structured, firm-approved workflows that scale without losing personalisation.
AI-Powered Financial Advisory
Built around how your firm actually operates
Collect Data
AutoDraft pulls client and portfolio data from your systems — Intelliflo, XPLAN, and more. Schedule monthly valuation runs or kick off on-demand from a meeting record.
Generate Content
AI assembles narratives using your branding, language, templates, and rules. It extracts facts from documents — even handwritten notes — and fills forms automatically.
Review & Publish
Each letter goes to a human reviewer via an approval queue. Every suggestion shows its source data and compliance note. Once approved, click to send or download.
AutoDraft does not provide advice or make decisions. All outputs remain under full adviser oversight and control.
Document Workflow Optimisation
From intake to compliant letter in minutes
Raw data flows through AutoDraft's intelligent pipeline — processing, extracting, summarising, and templating — producing audit-ready outputs your team can review and send.
What you can automate
Standardised where it should be. Personalised where it matters.
Valuation Letters & Statements
Monthly portfolio summaries
Suitability & Recommendation Reports
New advice, product transfers, protection
Annual Reviews & 'No Change' Letters
Structured for Consumer Duty
Meeting Notes & Client Emails
Summaries and action follow-ups
Forms & Fact-Find Updates
Submit data to CRMs, open accounts
LOA Summaries & Citations
Letters of Authority, sourced and linked
Clients report 3–8× faster report creation than manual processes. Paraplanners reclaim hours each week.
Built for lean teams and high standards
AutoDraft is not a generic AI writing tool. It's purpose-built infrastructure for UK financial advice firms who need speed, accuracy, and regulatory confidence — every time.
Built for UK Advice
Engineered around FCA Consumer Duty and MiFID II. UK-based servers, encrypted storage. We understand UK regulatory requirements, not generic AI.
Fully Customisable
Bring your own templates and client tone. AutoDraft respects all your firm's branding, writing style, and approved language — no generic boilerplate.
Scales With You
From solo advisers to large networks. Modular design lets you enable only the features you need. Volume discounts and firm-level licensing available.
Audit-Ready
Every document carries a full audit trail linking advice content to meeting notes and data sources. Compliance teams love the transparency.
Zero Hidden Costs
No per-document fees. Unlimited letters and meetings within each subscription seat. The price you see is the price you pay.
Material time savings, without operational risk
Based on typical implementations and data from industry case studies.
Time saved
Firms cut admin by 70–80%, letting advisers take on 5–10 more clients
Faster reports
A typical suitability report goes from ~90 minutes to just 15 minutes
Compliance coverage
Every recommendation analysed for gaps and risks — sampling becomes history
Transcription errors
Automatic data entry means zero typos. Conflicts trigger alerts before generation
Outcomes from real advice workflows
Named case studies are on the way; here is what we consistently hear from pilots and production rollouts.
“Early adopter firms report cutting suitability letter production from roughly 90 minutes to well under 20 — with the same review and sign-off standards they had before.”
“Paraplanners describe reclaiming several hours each week once valuation runs and repeat letter types are templated and automated end-to-end.”
“Compliance leads highlight audit trails: every paragraph ties back to source data and meeting notes, which makes file reviews far less painful.”
Three modules, one seamless platform
Purchase modules separately or bundle for full automation — and save on seat price.
Valuations & Letters
- Schedule recurring monthly portfolio letters
- Product switch confirmations and client updates
- AI drafts each letter with charts and figures from your system
- Approval queue with one-click send or download
Meeting Reviews
- Create suitability letters from meeting transcripts
- Copilot auto-fills needs, goals, and changes sections
- Suggests recommendations based on client data
- Compliant with Consumer Duty and MiFID II by default
AI Copilot Assistant
- Live meeting bot with real-time checklists
- Auto-transcribes sessions and captures action items
- Post-meeting: finalises summaries and emails clients
- Integrates with your calendar and CRM automatically
Frequently asked questions
We offer turnkey connectors to Intelliflo, XPLAN, Papercloud, Microsoft 365, and generic APIs. Data flows into AutoDraft nightly or on-demand, so letters always use up-to-date information from your existing systems.
Yes — AutoDraft integrates your existing Word/PDF templates. Just mark the dynamic sections and AutoDraft's AI fills them while preserving your formatting, branding, and firm-approved language exactly as written.
Absolutely. All client data is encrypted at rest and in transit, stored exclusively in UK data centres. We are GDPR-compliant and ISO 27001-ready. We never use your client data to train AI models.
Our SaaS model means you always receive the latest features and compliance rules automatically. We continuously refine our AI engine as FCA guidance, MiFID II requirements, and Consumer Duty obligations evolve.
Most firms complete initial template mapping and connector setup in a few weeks, depending on complexity and how many letter types you want live first. We prioritise a small set of high-volume documents so you see value quickly, then expand.
Yes. Each document type gets its own template, rules, and data mapping — from monthly valuations and suitability reports to annual reviews and post-meeting summaries. You control which modules and templates are active.
Yes. We integrate with Microsoft 365 for email, calendar, and document workflows so drafts, approvals, and client correspondence can align with how your firm already works.
Consumer Duty rules are built into drafting and review workflows — clear language, fair value framing, vulnerability considerations, and evidence of understanding where your templates require it. Every output remains under human review before it goes to clients.
Yes. Role-based access and approval queues mean paraplanners can draft, advisers can review, and compliance can audit — all with a full trail linking each version to source data.
All outputs are reviewed by your team before send. Edits are tracked, and feedback improves your firm-specific rules over time. Nothing goes to clients without your sign-off.
Pricing is typically seat- or firm-based, with modular options so you only pay for the capabilities you use. Book a walkthrough for a tailored quote based on your headcount and letter volume.
We usually start with a focused pilot on one or two letter types so you can measure time savings and quality before a wider rollout. Ask on your walkthrough what pilot options fit your firm.
Ready to transform your practice?
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.