A half-day, hands-on programme that turns hours of suitability reports and file notes into minutes — so you can spend more time with clients and less on admin. Tool-agnostic and built for real advice workflows.
The average IFA spends more time on suitability reports and file notes than on clients. AI eliminates the administrative burden so you can focus where it counts. Tool-agnostic, and designed to complement the platforms your practice already uses.
All sector programme prices exclude VAT at 20% · Virtual or in-person across Oxfordshire and the UK
10 minutes. No commitment. We'll talk through your advice process and tailor the session to your practice.