Automated reporting
Weekly, management and client reports drafted from your data, ready for you to check and send.
For financial advisers and wealth managers
AI for financial advisers: client reports drafted for review.
We build AI workflows for UK financial advisers and wealth managers that draft client reports from statements and valuations, prepare review meetings and clear back office admin, with every draft reviewed before it reaches a client.
Today
of 4 done
- Valuations extracted
- Holdings cross checked
- Review report drafted
- Ready for adviser review
The admin
Where an adviser’s week goes.
None of it is hard. All of it takes hours, and most of it follows the same steps every time.
-
01
Review and valuation reports
Figures copied from platform statements into templates, then commentary written for every client.
Automated reporting workflow -
02
Meeting preparation
Pulling the latest figures, open actions and notes together before every review.
-
03
Client correspondence
Letters and emails in the firm’s house style, drafted from scratch each time.
Email management workflow -
04
Chasing documents
Statements, signed forms and ID documents, chased until the file is complete.
What we build
Workflows we build for advice firms.
Each one runs inside the tools you already use. Your free audit ranks them by the hours they would give back.
-
01
Client report drafting
Statements and valuations go in, figures are extracted and cross checked, and a review report is drafted in your house style.
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02
Review meeting prep
Before each review, the latest figures, open actions and notes are pulled into one summary for the adviser.
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03
Correspondence drafting
Routine client letters and emails are drafted in your house voice, ready for an adviser to approve.
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04
Document chasing
Missing statements, signed forms and ID documents are chased politely until everything is in.
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05
Notes to actions
Meeting notes are turned into a summary, a follow up email draft and a task list.
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06
Inbox triage
Client and provider emails are sorted, labelled and routed to the right adviser or paraplanner.
Built for regulated firms. Every AI draft stays under review until a person approves it, figures are traced back to the source documents, and workflows run under UK GDPR with a data processing agreement. We work within your compliance procedures, and the advice always stays with your advisers.
Works with
- Intelliflo
- Curo
- Microsoft 365
- Outlook
- Word
- Excel
- SharePoint
- Platform statements
Using something else? If a tool can send email or connect to other apps, we can usually work with it. We confirm on your audit call.
Proof · Report generator
A client report, drafted in under a minute.
We built this report generator for a UK wealth management firm. Advisers upload a client’s statements and valuations, choose the report, and get a draft in the firm’s house style, ready to check and download as Word.
Drafts stay under review until a team member approves them, so nothing reaches a client unchecked.
Workflows
Good places to start.
Each workflow page shows how it runs, step by step.
Email management
Routine email sorted, labelled and given a draft reply, so your inbox only shows what needs you.
Lead follow up
Every new enquiry answered, logged in your CRM and followed up until it replies or books.
Other industries
Hours calculator
How many hours go on reports and admin?
Count advisers, paraplanners and administrators. The starting figures are only an example.
People who do admin in a normal week
Each week: chasing, copying, sorting, replying
Wages plus employer costs, in pounds
Assumes a workflow takes on 40% of that admin, over 46 working weeks a year. Your audit gives you the real figure.
Hours back per week
12.8hrs
About 1.7 working days, every week
Hours back per year
589hrs
Value per year
£20,620
Not ready for a call? Send us your numbers on WhatsApp.
Send my numbers on WhatsAppYour figures are filled in for you. Nothing is sent until you press send.
FAQ
AI for financial advisers: straight answers.
Anything else, ask on the call or message us on WhatsApp.
How can financial advisers use AI safely?
Use it for drafting and preparation, not advice. Our workflows draft reports and letters from verified figures, flag gaps, and keep every draft under review until an adviser approves it.
Will AI drafted reports meet our compliance standards?
The workflow produces a draft, not a final document. It follows your templates and house style, shows which sections the AI wrote, and nothing is issued until a person signs it off under your existing procedures.
Where does client data go?
Client documents are processed under UK GDPR with a data processing agreement in place, using AI providers on business terms that keep your data out of model training. Your data is processed in the UK or EU. We can work to your own data security requirements.
Does it work with Intelliflo or Curo?
We build around your back office system wherever it allows a connection and use document uploads where it doesn’t, as in the recording above. We confirm your setup on the audit call.
How much does it cost?
The audit is free, and so is the 90 day pilot. Before we build, we agree an hours target and the monthly price in writing. If the workflow hits the target by day 90, it stays on at that price. If it doesn’t, you owe nothing.
17:00 · Done
Your evenings start at five.
Book a free 30 minute workflow audit. You leave with your top three workflows and the hours each would give back, in writing.
Book a free audit