No more client admin.
AI assistants for your entire team.
Evie
for Financial Advisers
£99
/ user / month
Automatic recording + transcriptions with Zoom, G-meet and Teams integrations
Mobile app transcriptions for face to face meetings
Meeting Notes
Email Summaries
Fact finds
CRM fact find updates on intelliflo & Plannr
Emma
for Paraplanners and admin
£299
/ user / month
Suitability reports - All reports covered
Annual Review Reports
LOA pack summaries
Citations for reviews of your reports
Colin
for Compliance
£99
/ user / month
Client file checks
Final report checks
Compliance scores with remediations + citations
Free for 14 days
Unlimited reports & full access
No annual contract
Same day onboarding
"
We have at least halved the time it takes an adviser to produce post meeting notes and follow up communications, which used to take an hour and now they take 30 mins maximum. Even less for ‘no change’ reviews.
Sarah Watts
Timothy James & Partners Ltd
Head of Advice Delivery
Need a custom template for your report set-up?
See exactly what you’ll pay
INDIVIDUAL ASSISTANTS
Evie
Meeting Intelligence
£99/user
2
Emma
Complex Reports
£299/user
2
Colin
Compliance Checking
£99/user
1
ANY 2 ASSISTANTS
Save upto £29 per user
2 Assistant Bundle
Choose any combination
£369/user
3
COMPLETE SUITE
Save £68 per user
All 3 Assistants
Full Workflow Automation
£429/user
2
Your data is in safe hands
Cyber Essentials Certified
Certified to Cyber Essentials standards, protecting against common cyber threats and vulnerabilities.
End to end Encryption
Your data is encrypted at rest and in transit, ensuring it remains private and protected at all times.
Built for Regulated Environments
Designed specifically for regulated financial advice, helping you stay compliant with confidence.
ISO 27001 (In Progress)
We’re actively completing ISO 27001 certification to further strengthen our information security.
Frequently asked questions
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