The data superpower ​for financial advice ​firms

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Take control of your data

Reduce admin cost and better understand your data with Gen-AI tools built by ex-advisers

We are data nerds that have built our data schema founded on our 25 years financial planning industry experience. We ​understand the IFA pain points in the workflow. We are helping advisers significantly cut cost, reduce compliance risk and ​spot more opportunities in their client bank.

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Introducing

planbot onboard

Instantly convert transcriptions / meeting notes to fact find data in your back office system

Transcribe

Use our voice activated tool to transcribe your ​meeting, or simply copy in your own ​transcription or notes.


Our team have thousands of hours of client / ​adviser meeting experience under our belt. We ​know the onboard and review data you need to ​capture in client meetings.

Ch​eck and edit

See your transcription / meeting ​notes magically broken down into ​client fact find data, in a simple to​ digest format. ​


Easily make any edits or update​s you nee​d to.

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Push to CRM

Populate the CRM with your clie​nt data, at the click of a butto​n​.


Saving your firm hundreds ​of hours of data input per year​.

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coming soon

planbot review

Create comprehensive customer ​summaries, to prepare for a ​meeting or populate an annual ​review, in seconds.


Update your customer records at ​the click of a button, from a ​transcription or natural language

planbot comply

Instantly identify data gaps, ​action required, vulnerable ​clients and more - all in seconds.


Use our natural language query ​engine to run searches that ​reduce compliance risk in your ​firm.

planbot service

Run complex searches over your ​database, giving insights to ​individual or groups of ​customers.


Identify revenue opportunities, ​areas for advice, segmentations ​of customers, and more. Export ​to tables for easy use!

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What industry experts are saying:

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“planbot drives massive efficiencies for advisers”

- Gareth Thompson, CTO PlannrCRM​

“Truly augmenting the adviser’s skill - really impressive”

- Sim Sanga, Director mon​eyinfo

“ammonite really understand the data that an advice firm seeks”

- Chris Baigent-Reed, CEO Jigsaw T​ree

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Security is our priority

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Secure data encryption

Data encrypted at rest ​and in transit

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Secure data storage

Data stored in the UK

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Secure access

Secure logins with ​MFA

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Backed by

Contact us to set up a demo

Email

contact@ammonitewealth.com

PHONE

020 3434 2718

Registered in England, No. 11744099. ammonite is a trading name of Ammonite Wealth Ltd