Your reportsYour brandingYour adviceWritten in seconds
Experience the future in an Al native CRM
Experience unparalleled productivity
AI-native CRM experience, automating your technical expert.
High-quality document automation centralises fact finds, transcripts, and suitability packs so Automwrite delivers deterministic advice in seconds.
How automated report writing works
Input → Process → Request → Output
Capture client data, autosync to the AI CRM, ask in plain English, and receive a fully automated report in 60 seconds.
Capture client data
Drag and drop any document, audio, or video into the CRM—meeting notes sync automatically.
Autosync to the AI CRM
Notes, transcripts, and supporting files land inside the CRM workspace instantly.
Ask in plain English
"Write a pension switch for David Johnson." Automwrite reads the full context.
Report automated in 60 seconds
CIP-aligned suitability letter, branded with your firm, ready to approve.
Mobile First
Your entire practice,
in your pocket
Full iOS & Android apps built for advisers on the move
Create / manage clients
Full client management capabilities from your mobile device
Record client meetings
Record client meetings, sync immediately with the Automwrite CRM
Take photos of client documents
Take photos of client documents, no manual input required
Chat to the AI CRM personal assistant
Chat to the AI CRM personal assistant, always be informed about your clients
Fact Find creation on the go
Fact Find creation on the go, immediate signage with your client at the meeting
Create / manage clients
Full client management capabilities from your mobile device
Record client meetings
Record client meetings, sync immediately with the Automwrite CRM
Take photos of client documents
Take photos of client documents, no manual input required
Chat to the AI CRM personal assistant
Chat to the AI CRM personal assistant, always be informed about your clients
Fact Find creation on the go
Fact Find creation on the go, immediate signage with your client at the meeting
Trusted by advisers
Testimonials
“Previously it could take up to two hours to produce a report internally; with Automwrite's automation we expect to bring that down to under a minute. That improvement alone will make a significant difference to adviser capacity and efficiency across the business.
Andrew Megson
CEO
My Pension Expert
“The team found the features intuitive and practical from day one. It's clear that the platform is being built with financial advisers in mind, and we're looking forward to seeing how it continues to develop. The support from Wesley and the team has been excellent throughout.
Stuart Ritchie
Group Head
GSB Wealth
“Really impressed so far. The output is more human and lifelike than some of the other AI options I have seen. The software analyses a case file with no involvement required, allowing an adviser to free up their time elsewhere.
Andy Reynolds
Senior Financial Adviser
Purpose FP
“My experience with their team has been great, they listen to our business needs and have helped us significantly speed up our report writing process. The integration capabilities with our existing CRM made it very easy to adopt. Automwrite has been instrumental in helping us handle more clients while maintaining quality and efficiency.
Jonathan Causey
Practice Owner
Blithe House Financial Management Ltd
“We have been impressed with the proactive support that Wesley, Robert and the team at Automwrite have been providing to date and are very much committed to integrating Automwrite into our advice process. We believe that this system will significantly enhance productivity levels across our business.
Russell Brett
Director
Matthew Douglas
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Pension Switching Reports in 2026: What Advisers Must Evidence Under FCA Expectations
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