Automwrite | AI-Powered Financial Advice

Always future-ready

Empower your people, enhance your processes, exceed your clients' expectations.

Request: “Transfer £250k”

Analysis: “Pension A → B”

Generate report...

AW

Branded letter ready ✨

Instant suitability reports

Generate fully branded, CIP-aligned letters in under 60 seconds with your advice, not generic automation.

Zero manual data entry

Simply drag & drop documents—Word, PDF, audio, video—and access all client information conversationally.

AI CRM & mobile access

Query any client file from your phone or desktop. Capture meeting notes with one-tap reports that auto-sync to your CRM.

Double your client capacity

Handle 2× more clients with automated workflows. Cover 30+ UK suitability letters with industry-leading efficiency.

Reviews from a few of our valued customers

“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

Frequently asked questions

How do you handle data?

How does the conversational chat feature work?

Does it work on mobile?

Will you make your reports look like mine?

What's available right now?

Latest Insights

Expert guidance and the latest updates from our team

Latest from LinkedIn

More from LinkedIn

Logan Gibson

Founder

The Modest Limitations of AI

I distinctly remember a few years ago when one of my classmates, Dan – now one of our founding engineers said he heard of software that people had used to draft an essay.

Assuming this was ChatGPT 2.0. We had both an understanding of Machine Learning having built our own algorithms but even then, the idea that software could simply write a report was dumbfounding.

Fast forward a few years later and we are at the advent of discovering the positives and shortcomings of AI. There's an important piece of information to remember...

View on LinkedIn

Follow Us on LinkedIn

With Automwrite, you're not just future ready today.
You're always future ready.

Advanced AI that understands financial advice, regulations, and your clients' needs—delivering perfection in seconds.

Onboard now

Bespoke suitability reports craftedin seconds.

Pioneered by Russell Group innovation

Programmed by a DipPFS qualified advisor supported by a team of Russell Group developers, Automwrite is where industry know-how meets engineering excellence.