Plans & Pricing

Platform

£198.98/mo + VAT
£99.99/mo+ VAT
50% off + Voice Note & Paraplanner included for a limited time

Everything you need to streamline your advice process

  • Automated Letter Writing
  • Automwrite Agent
  • File queries with LLM technology
  • AI CRM functionality with file storage
  • Custom branding
  • File editing capabilities
  • Full customer support
  • Role-based access control
  • Voice Note Application
  • Record client meetings
  • Automatic meeting notes
  • Voice commands for queries
  • Support Paraplanner Access
  • Team collaboration features
  • Additional user permissions

Voice Note Application

£49.99/mo + VAT
£34.99/mo+ VAT
30% off normal price

Conversational AI functionality with voice recording capabilities

  • Record client meetings
  • Automatic meeting notes update client pages
  • Voice commands for client queries
  • Request reports by voice in real-time
  • Speak to your app and query client bank
  • Voice-to-text transcription
  • Meeting summaries and action items

Support Paraplanner

£19.99/mo + VAT
£9.99/mo+ VAT
50% off normal price

Per additional user for paraplanner functionality access

  • Access to all Platform functionality
  • Separate login credentials
  • Permissions management
  • Team collaboration features
  • Parallel workflow support
  • Activity tracking
  • Add as many users as needed

Enterprise

Custom Pricing
Save up to 67% with yearly billing

Tailored solutions for larger firms with specific needs

  • Everything in Platform, plus
  • Custom integration options
  • Advanced compliance features
  • Automate your own reports
  • Dedicated account manager
  • Priority support
  • Custom training sessions
  • Bespoke development options
  • Higher usage limits
PlatformVoice Note ApplicationSupport ParaplannerEnterprise
Automated Letter Writing
Annual Reviews
ISA Letters
Pension Letters
Client Queries
Automwrite Agent
AI CRM Functionality
File Storage
Custom Branding
File Editing
Voice Recording
Automatic Meeting Notes
Voice Commands
Voice Report Requests
Customer Support
Role-based Access Control
Team Collaboration Features
Dedicated Account Manager
Priority Support
Automate your own reports
Custom Integrations

With Automwrite, you’re not just future ready today.
You’re always future ready.

Advanced AI that understands financial advice, regulations, and your clients’ needs—delivering perfection in seconds.

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