The AI operating system forfinancial advisers
Capture meetings, structure client data, search every file, draft follow-ups and suitability reports in under 2 minutes.Everything connected across web and mobile.
Self onboard in 2 minutes
Meetings. Client data. Suitability reports. Everything connected.
Input•Process•Request•Output
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01
Meeting capture
The Automwrite meeting bot attends, records and transcribes your virtual meetings.
We support:
Meeting a client in person? Simply press record on the phone app, and let the system do the rest.
02 / 04
02
Email clients
Keep clients informed with Automwrite's personalised follow-up emails.
Review meeting transcripts, soft facts, advice and next steps. Automwrite makes sure you're aware of all your client's important details.
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03
Client data
Drag and drop files to pre-populate client profiles, your data syncs with the AI operating system.
Documents, audio, hand written notes, all checked for missing data and conflicts in one place.
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04
Write suitability reports
Compliant and polished reports, written directly from your data.
Review, finalise and send. Your client receives the report for e-signature in minutes, not days.
Why we're different
What sets Automwrite apart
- Automwrite's proprietary technology enables unparalleled accuracy with AI
- Up to 0+ compliance-gated checks ensure all necessary information is present before reports are written
- Automwrite circumnavigates the weaknesses of AI producing consistent, replicable outputs that deliver human-grade paraplanner quality
Mobile First
Your entire practice,
in your pocket
Full iOS & Android apps built for advisers on the move
Create / manage clients
Full client management capabilities from your mobile device
Record client meetings
Record client meetings, sync immediately with the Automwrite CRM
Take photos of client documents
Take photos of client documents, no manual input required
Chat to the AI CRM personal assistant
Chat to the AI CRM personal assistant, always be informed about your clients
Fact Find creation on the go
Fact Find creation on the go, immediate signage with your client at the meeting
Create / manage clients
Full client management capabilities from your mobile device
Record client meetings
Record client meetings, sync immediately with the Automwrite CRM
Take photos of client documents
Take photos of client documents, no manual input required
Chat to the AI CRM personal assistant
Chat to the AI CRM personal assistant, always be informed about your clients
Fact Find creation on the go
Fact Find creation on the go, immediate signage with your client at the meeting
Trusted by advisers
Testimonials
“Previously it could take up to two hours to produce a report internally; with Automwrite's automation we expect to bring that down to under a minute. That improvement alone will make a significant difference to adviser capacity and efficiency across the business.
Andrew Megson
CEO
My Pension Expert
“The team found the features intuitive and practical from day one. It's clear that the platform is being built with financial advisers in mind, and we're looking forward to seeing how it continues to develop. The support from Wesley and the team has been excellent throughout.
Stuart Ritchie
Group Head
GSB Wealth
“Really impressed so far. The output is more human and lifelike than some of the other AI options I have seen. The software analyses a case file with no involvement required, allowing an adviser to free up their time elsewhere.
Andy Reynolds
Senior Financial Adviser
Purpose FP
“My experience with their team has been great, they listen to our business needs and have helped us significantly speed up our report writing process. The integration capabilities with our existing CRM made it very easy to adopt. Automwrite has been instrumental in helping us handle more clients while maintaining quality and efficiency.
Jonathan Causey
Practice Owner
Blithe House Financial Management Ltd
“We have been impressed with the proactive support that Wesley, Robert and the team at Automwrite have been providing to date and are very much committed to integrating Automwrite into our advice process. We believe that this system will significantly enhance productivity levels across our business.
Russell Brett
Director
Matthew Douglas
Need help?
Talk to our team
Have questions about Automwrite? Our team is here to help you understand how our platform can transform your advisory practice.
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