Category
AI tools
How AI tools work for financial advisers, what they can safely do, and what to look for.
Category
10 articles
All articles
Cash savings platforms for advisers: a different job from advice
Deposit platforms such as Flagstone, Raisin, HL Active Savings and Insignis open and hold accounts. An evidenced savings recommendation explains why a product suits a client. How the two jobs differ and fit together.
AI vendor due diligence: questions to ask before you sign
A vendor-neutral due diligence checklist for advice firms buying any AI tool: data flows, model training, hosting, security evidence, the DPIA, accuracy, supervision, exit and pricing, with what good answers look like.
Will AI replace financial advisers? A grounded answer
A balanced look at whether AI will replace financial advisers: what the rules require a person to do, which tasks are moving to software, what the advice gap figures say, and where advisers should focus.
AI compliance file checking tools for UK advice firms compared
A fair, sourced look at AI compliance file checking for UK advice firms: what Aveni Detect, AdvisoryAI Colin, Saturn and Model Office say they do, how Scrutineer approaches the job, and how to judge any of them.
Why IFA Tools runs on your own Claude or ChatGPT account
IFA Tools apps use the firm's own Claude or ChatGPT account rather than reselling AI. Why we chose that design, what it gives a firm in control and transparency, and what it honestly costs extra.
AI meeting assistants for UK financial advisers: a fair overview
A sourced, even-handed overview of the AI meeting assistants UK advisers can choose from, including Aveni, Saturn, AdvisoryAI, PlannerPal, intelliflo IQ and Timeline, plus general tools, and where Carbon and Asclto fit.
ChatGPT for financial advisers: direct use or purpose-built apps
Many advisers already use ChatGPT or Claude directly. What a general chat assistant does well in advice work, where a purpose-built app helps, what the plans cost and the data checks to make first.
AI for financial advisers in the UK: a plain guide for 2026
What AI does well and badly in advice work today, what the FCA and the ICO expect, where client data goes, and how a UK advice firm can start using it safely, in plain language.
Where client data goes with AI tools for financial advisers
Hosted platforms and desktop apps send client data to different places under different contracts. A fair comparison of the main UK options, what each vendor says about hosting and training, and the questions to ask.See it before you decide.
Six apps that take file checks, annual reviews, client documents and meeting coaching off the desk, from £49 per adviser per month. See them run live on a demo firm in a twenty-minute call, with nothing to prepare.