Introducing Ai Office – The Future of Financial Advice Automation
In today’s fast-paced financial world, efficiency and accuracy are key to delivering high-quality advice to clients. That’s why we’ve developed Ai Office, a suite of AI-powered tools designed specifically to supercharge financial advice firms. Whether it’s generating suitability letters, automating letters of authority, or handling complex administrative tasks, our solutions are built to save you time, reduce errors, and streamline your operations.
Products Tried and Tested in Leading Wealth Firms
Our products have been tried and tested with some of the most respected wealth managers in the UK. Along with a very experienced software development team, the products were designed by experienced chartered financial planners and developed by a financial firm with over £650M in funds under management.
Currently over 434 financial advisers benefit from our services and over £900m of funds under management have been managed via our products.
The feedback has been overwhelmingly positive, with practice owners reporting significant time savings, improved accuracy, and reduced manual administrative tasks.
Our tools have been approved and endorsed, ensuring they meet the high compliance and regulatory standards expected.
Our Key Products:
- Auto End-to-End: Automate complex administrative workflows, saving thousands of hours across your back office. Working from initial point of Letter of Authority right through to Suitability Letter, tracking every step of the process via your dedicated tracker.
- Auto SL: Generate suitability letters in under 3 minutes, fully compliant and tailored to each client.
"We’ve built Ai.Office to solve the key challenges that financial advice firms face every day. By automating admin and compliance tasks, we’re allowing advisers to focus on what really matters — providing exceptional advice to their clients," Chris Tweed, CEO of Ai Office, Behavioural Finance and Tweed Wealth Management.
Join the Ai Office Community
If you’re a Practice owner, now is the time to get involved. Subscribe to join the Ai.Office community and gain access to:
- Product information and updates
- Exclusive examples and case studies
- Invitations to our webinar series where you can ask questions, see demonstrations, and express interest in trialling our tools
Don’t miss out on the opportunity to transform your practice with cutting-edge AI technology. The demand for these tools is growing rapidly, so make sure you’re ahead of the curve.