Automwrite offers the only solution in the market programmed by a DipPFS qualified financial advisor supported by a team of Russell Group developers.
Through proprietary algorithms and a conservative usage of AI, Automwrite delivers solutions that will feel familiar to your firm and your clients. Our platform offers bespoke reports, an AI CRM and phone app linked seamlessly together. Our reports consider your centralised investment proposition, leans on your own advice and provides the typical rationale you would expect from a seasoned paraplanner, with your firm's branding – delivered in seconds.
Interact with the Automwrite Agent as you would with a member of your team, query your client bank and files from chat. Our agent is also accessible from our mobile app, you can query files on the go, or record your meeting notes. Any information relayed to the phone app automatically syncs to our AI CRM.
Automwrite helps IFAs spend more time creating deeper client relationships and building their practice how they've always intended – without the burden of administrative tasks.
With Automwrite, you're not just future ready today, you're always future ready.
