Bespoke suitability reports craftedin seconds.

Request letters in plain English:
  
and receive your advice not generic automation
Double client capacity
adviser client capacity
Comprehensive coverage
30+ UK suitability letters automated
Lightning fast
< 60s from request to branded letter
Zero manual entry
0 manual data entry—drag & drop relevant info (.word, pdf, audio, video)
Mobile & AI CRM
Query any client file from your phone or desktop
Phone app
Capture meeting notes, one-tap reports, auto-sync to CRM

7 day free trial  •  Cancel anytime

Easy self onboard in 15 minutes

See Automwrite in action

Try the interactive demo below to experience the future of report writing.

Automwrite client dashboard

Want to chat?

Want to discuss our features further? Contact us for a live demo or self-onboard in 15 minutes.

Meet your demo team

Logan Gibson
Logan Gibson

Logan Gibson

CEO & Founder

Enterprise Solutions, Letter Writing Compliance and Engineering

Wesley Gibson
Wesley Gibson

Wesley Gibson

Head of Sales

Enterprise Solutions, Account management and General Sales

Liam Read
Liam Read

Liam Read

Technical Lead

Technical Solutions, Integrations and Engineering

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.

University of Southampton
Imperial College London
University of Nottingham

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.

Client Dashboard

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.

Double your client capacity

Testimonials

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

Andy Reynolds

Senior Financial Adviser

Purpose FP

Frequently asked questions

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How does the conversational chat feature work?

Does it work on mobile?

Will you make your reports look like mine?

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Latest Insights

Expert guidance and the latest updates from our team

Latest Blog Post

Automwrite 2.0 Is Live.
Automwrite

Automwrite

June 5, 2025

Automwrite 2.0 Is Live.

Built with UK financial advisers in mind, Automwrite now offers a faster, more flexible way to write personalised suitability reports &#8211; fully al...

Latest from LinkedIn

Logan Gibson

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...

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.

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