Automwrite

Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner. No templates, no compromises. With Automwrite, free your team from repetitive report writing to be more efficient, more cost effective and more strategically savvy in the increasingly demanding world of financial advice. Spend more time delivering quality advice, and build stronger, deeper, longer-lasting client relationships. Automwrite is designed by a DipPFS qualified engineer with over a decade in HNW retirement planning, ensuring a customer-centric, compliance-orientated platform. Our platform brings the utmost cutting edge of AI to your front office. Automated bespoke suitability reports, a data-entry free AI CRM, Automwrite Agent, audio transcription from our phone app – all seamlessly integrated. Automwrite writes each report from scratch providing you with the granularity you would expect from a paraplanner using Microsoft Word. We provide a suite of automated reports (ISA, pension, annual review letters) fully customisable to your preference or we can automate your own reports. Request your reports in plain English from chat like you would from your paraplanner. Receive the report you actually requested that considers your centralised investment proposition and provides you with the additional rationale you would expect from a seasoned paraplanner, with your firm’s branding – delivered in seconds. Our AI CRM lets you interact with the Automwrite Agent as you would with a member of your team, query your client bank and files via chat. Our agent is also accessible from our mobile app, you can query files on the go or record your meeting notes. Any information relayed to the phone app automatically syncs to our AI CRM. In the fast-moving world of AI and technology, Automwrite empowers your front office with the forefront of technology to keep you always future ready. Visit www.automwrite.co.uk for a free 7 day trial.