Questions firms ask first
Straight answers.
If yours isn't here, ask it on the demo. We'd rather answer in person than write around it.
The apps
Does the app give the advice?
No. It reads, scores, drafts and flags. The adviser reviews every output, edits it inline and signs it off before anything reaches a client.
What if it gets something wrong?
It will sometimes. That is why every finding quotes the passage it came from and every figure cites the report and page, so a wrong call takes seconds to spot and correct. The adviser signs off every output.
Do I have to change platforms or re-key anything?
No. The apps work from the files you already produce: client folders, platform valuation PDFs and recorded meetings. Meeting apps connect to Fireflies; Carbon can also pull from Gmail and Google Forms.
How long does it take to set up?
Most firms are running their first file the same day. Branding setup is included so every export carries your firm's identity from the first document.
Can I use one app without the others?
Yes. Every app is available on its own. They work better together because each one uses what the step before it produced, but none depends on another.
Data and security
Where does our client data go?
Scrutineer transcribes meeting recordings on your device rather than sending audio to a third-party service. Reviewer sync is encrypted. Ask us for the full data-handling note before your demo and we'll send it.
Do you train AI models on our client files?
Ask us this directly on the demo and get it in writing. We would rather you heard the answer from us than read a marketing line.
Can several people in the firm use it?
Yes. Scrutineer supports multiple reviewers with encrypted sync. Each person who uses the apps has a seat, usable on up to two computers.
Pricing and billing
Who needs a seat?
Everyone at your firm who signs in to the apps, whether adviser, paraplanner or administrator. Each seat can be used on up to two computers, and seats can be added or removed from your account at any time.
Is there a contract or minimum term?
No. Billing is monthly. Cancel at any time.
What if it doesn't save us the time?
Then cancel. At a £150 charge-out rate the full suite costs two hours of adviser time a month; if it is not giving you more than that back, stop paying for it.
Is there volume pricing?
Yes, for networks and firms with ten or more advisers. Get in touch for a quote.
The company
Who built this?
Cervello Financial Planning, a UK Chartered financial planning firm in Essex. The apps were built to run the firm's own compliance and review work and are used on its client files every week.
Why should a software product built by a planning firm be any good?
Because it was built to pass the same file reviews, with the same regulator, under the same time pressure you have. The people supporting you are the people using it.
Still have a question?
Bring it to a demo. Twenty minutes on Teams, the apps run live on a demo firm, nothing to prepare.