Every hour spent on admin is an hour you could be spending with clients

Emma creates customised, compliant reports including annual reviews, financial plans and Suitability Reports. How many hours does it currently take you to produce a compliant, client-ready report? Using Emma it can take just 30 minutes. Why not see how Emma can work for you?

14 Day Free Trial

Template Flexibility

Emma creates customised, compliant reports to suit your brand and tone of voice
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Precision

95% accurate

Less margin for error

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Impact

Concise, yet comprehensive

Capture essentials including soft facts
and avoid information overload to clients.

 

Your data is in safe hands

Protected by end-to-end encryption, managed by our dedicated data protection officer and stored securely in AWS servers located within the United Kingdom.

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Would you like to see what Emma can do with your templates?

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