Pano

Pano helps financial advisers of all sizes to generate fully-branded, compliant and personalized client documents in under 5 minutes and at 50% less cost compared to traditional paraplanning teams. Our cutting-edge AI technology automates the report writing process at scale: from ISA and Pensions suitability letters to tailored client strategy documents and annual reviews. Here’s what our clients say - “Pano is truly revolutionary; it enables us to create high quality, personalized & compliant client documents in minutes, with a level of accuracy and scalability that is impossible to replicate with a traditional all-human team.” - Bradley Adams, Pinnacle Wealth Management LLP.