Blog
Insights for advice operations
Practical notes on automation, compliance-aligned correspondence, and integrations.
Paraplanner productivity in 2026: where AI actually helps
Separating gimmicks from durable gains — template fidelity, integrations, and review workflows for UK advice firms.
XPLAN and letter automation: integration patterns that work
How UK wealth firms connect XPLAN data to valuation and review letters without turning IT into a science project.
Consumer Duty 2026: what your client letters need to evidence
A practical checklist for advice COOs and compliance leads — clarity, fair value, vulnerability, and audit trails in outbound correspondence.