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Craft Bespoke Suitability Reports
in Seconds.

Remove report writing as a roadblock, save over £34,000 a year, and create 1,000+ reports a month for just £150.

Built by DipPFS-qualified software engineers for industry trust and precision.

Case Study

Experience how Automwrite transforms client fact finds into an annual review with ease

Input Documents

Client fact find and existing portfolio details

Client fact find document

Generated Report

Complete annual review report

Generated annual review letter

Contains both the fact find and annual review documents

Discover the Future of Paraplanning

See how Automwrite transforms paraplanning by turning fact finds into ready to use reports in seconds. Start now to experience to future of report writing.

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Pricing

Fair pricing, unfair advantage

Sign up early to take advantage of our pre-launch prices listed below

Bronze

Try out Automwrite risk free for 14 days. Prelaunch pricing below:

£150/month

Features

Automated report writing

Letters

Annual review of your client circumstances

*(monthly subscription capped at 50 annual reviews p.m.)
**(annual subscription uncapped limit)

Silver (Coming Soon)

Ultimate customization and our latest letter templates. Pricing TBA.

Pricing coming soon

Features

Everything in Bronze plan
Customise letter templates to your liking

Letters

All Bronze letters
Initial advice - Pension, ISA, Unit Trust
Top up - Pension, ISA, Unit Trust

Gold (Coming Soon)

The cutting edge in report writing software, coming soon. Pricing TBA.

Pricing coming soon

Features

Everything in Silver plan
Use your own templates that you use today
Narrative voice - Worded like you wrote them yourself

Letters

All Silver letters
Transfer - ISA, Unit Trust, Pension pre & post retirement, SIPP, SSAS
More coming soon!

Automwrite Features

Low Cost

Bring the cost per hour of report writing to £0.80 per hour.

Deliver More

Take "report backlog" permanently out of your vocabulary.

Earn Back Time

More time to spend with your clients, less spent fighting reports.

Industry Knowledge

Knowledge bank programmed by a software engineer qualified with the DipPFS.

Safe & Secure

We use the same storage facilities as the UK Government to keep your data safe.

Unprecedented Speed

Your annual review ready for your clients 5 minutes after your meeting, while they are still there to sign it.

Built by UK Financial Services Veterans

With a team of gifted Russell Group developers and technical co-founders, Automwrite has a foundation of over a century of advisor experience. Automwrite is developed in-house with real client cases, delivering an unparalleled solution to financial advisors across the UK.

Latest from LinkedIn

Automwrite writes suitability reports in under a minute. Our solution is 90% less expensive than a full-time paraplanner.

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FAQ

Frequently Asked Questions

If you don't see the answer to your question below, please do contact us we will respond to your query promptly.

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We bring the pilot, not the co-pilot to paraplanning

Automwrite is derived from the principal of automata, import, process and carefully craft your client reports. Our automated solution offers the most extensive customisation in the financial services industry today, ensuring you receive compliant reports meticulously tailored to the needs of your clients. Experience the future with Automwrite.

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