Less admin.
More advice.
Six AI apps that cut a compliance file review from half a day to minutes, and an annual review from three hours to twenty.
20-minute demo · Nothing to prepare · No contract, cancel monthlyYou didn't train
for this.
UK advisers spend a third of their day with clients and nearly 40% of it on report preparation, compliance and admin.1 Work no client pays for and no regulator lets you skip. If any of these sound like your Tuesday, keep reading.
- You re-key the same figures from valuations into every annual review
- You hunt through a client folder for the one document the file check needs
- You write the twentieth discovery note of the year from the same template
- Your file checks take so long that you review a sample and hope about the rest
- You record every meeting for compliance and nobody ever listens back
- The clients paying for all of it get whatever time is left
Per adviser, per month, on reading, checking and drafting that no client pays for. Twelve working weeks a year.
When a file check takes half a day, firms check a sample. The risk in the rest of the back book is real, unmeasured, and yours. Half a day a file is not just slow. It is why nobody looks.
Forty hours a month. Twelve working weeks a year.
That is what the six jobs below cost each adviser, by our estimate. It is a conservative one: industry research puts report and admin work closer to sixty hours a month.1 Click a block to see one task, then switch the toggle to see what's left when the apps do the reading and drafting.
A quarter of the month on review, reading and writing that happens whether or not anyone is paying for it. Pick a block to see one task.
The meeting feeds the paperwork.
The paperwork feeds the file.
Each step of the client year has an app, and each app works from what the step before it produced. Nothing is re-keyed.
Reckoner (savings advice) and Freeboard (adviser competency) sit alongside: Reckoner wherever a client holds cash, Freeboard on the same recordings Asclto uses.
Recorded meetings reviewed, scored and coached.
Discovery notes, scopes and risk reports drafted from the meeting.
Every file checked against FCA rules and your own standard.
Annual reviews and savings reports written, traced and branded.
Pick the job.
See what changes.
Each app takes one piece of unpaid work. Start with the job you lose the most time to.
Nothing new to learn.
Nothing new to integrate.
Every app works the same way, with the documents and recordings your firm already produces.
Drop in what you already have
A client folder, a platform valuation PDF, a recorded meeting. No new platform integration, no re-keying.
The app reads, checks and drafts
It reads every page, including scans. It scores against FCA rules and your own standard, and drafts the output in your firm's voice and branding.
You review, edit and sign off
Every figure links back to its source page. You edit inline and export to Word or PDF. Nothing reaches a client without an adviser's name on it.
Not a chatbot.
You've probably tried a general AI assistant on a client file. It writes fluently and you can't tell where anything came from. These apps are built the other way round.
- Works from whatever you paste into a prompt
- Writes a plausible answer with no reference to where it came from
- Knows nothing of your firm's standard or the FCA Handbook unless you tell it each time
- Treats a scanned PDF or a recording as a blank
- Sends your client's data to whoever runs the model
- Reads the whole folder, every subfolder, every page, including scans
- Quotes the passage and cites the page behind every finding and every figure
- Scores against named FCA rules and your own file standard, and learns your benchmarks
- Transcribes recordings on your device and reads scanned documents
- Says so when it can't read something, rather than guessing
What you get back.
More time with clients.
The repetitive reading and writing is done in minutes rather than hours. The time goes back to the work that creates value and justifies the fee.
Work with confidence.
Every finding tied to a named rule. Every figure traced to the page it came from. When the regulator or the compliance consultant asks, the evidence is already there.
Everything connected.
The meeting feeds the documents. The documents feed the file. The file feeds the review. Each app works with what you already produce.
We built it for our own firm first.
Cervello Financial Planning is a UK Chartered firm with the same FCA obligations as yours. These apps have run its file checks, annual reviews and client paperwork since day one. The numbers below are ours.
“We didn't set out to build software. We set out to stop sampling our own client files and hoping. When the first version reviewed a folder in minutes that used to take me an afternoon, other firms started asking for it.”
Chris Daems, Chartered Financial Planner · Founder, Cervello Financial Planning and ifatools.aiWhere your client data goes.
And where it doesn't.
Built by a Chartered firm that has to answer the same questions to the same regulator you do.
Scrutineer transcribes recordings locally rather than sending audio to a third-party service.
Strata cites the report and page for every figure it extracts. Scrutineer quotes the passage behind every finding. If it cannot read a folder in full, it says so.
The apps score, draft and flag. They do not give advice and nothing is sent to a client without an adviser reviewing and signing it.
The apps were built to run the compliance and review work of a UK Chartered firm, and that firm uses them on its own client files every week.
What a week back is worth to you.
Move the sliders. Turn apps on and off. The hours come from the task table above; the value is your own charge-out rate.
Recovered time is time available for clients. It is not automatically new fee income. The hours assume one annual review per client per year and a typical client bank; your figures will differ.
Less than two hours
of adviser time a month.
The full suite is £299 per adviser per month. At a £150 charge-out rate it pays for itself in the first two hours it saves each month. Our estimate is that it saves around forty. Start with one app or take all six. Tick to build your own.
Includes onboarding, branding setup and support direct from the people who built the apps. One seat per person who uses the apps. No minimum term. Networks with 10+ advisers: ask about volume pricing.
See it in a demo first Full pricing detailsStraight answers.
Who needs a seat?
Do I have to change platforms or re-key anything?
Does the app give the advice?
What if it gets something wrong?
How long does it take to set up?
What if it doesn't save us the time?
Can I try one app before committing to the suite?
Who built this?
See it before you decide.
Twenty minutes on Teams with Adam Booth. He walks you through the apps on a demo firm, with its own clients, meetings and files, so there's nothing to prepare. If it isn't better than your current process, you've lost twenty minutes.