Runs the mandatory FCA pre‑advice checklist: KIDs present, sourcing evidence attached, early‑repayment warnings acknowledged and documents signed.
Reduces compliance breaches and rework for advisers.
Enhance your efficiency with AI that works without prompting. Automate tasks accurately, allowing focus on high-impact work.
Configurable in clicks.
Shareable firm wide.
Human in the loop - verifiable results
Best of both worlds – build and buy.
Super specific.
Highly configurable.
