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Craft Bespoke Suitability Reportsin 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.

Automwrite

Your new in-house paraplanner

Craft suitability reports in under 38 seconds


Make short work of annual reviews with editable, personalised recommendations.

Naturally written reports


Personalised, carefully authored reports ready to be delivered to your clients.

Handle the burden of an increasingly regulated industry


Stop high AUM clients subsidising low AUM clients - increase profitability by serving more clients seamlessly.

Make your office more effective


Save your administrators and paraplanners time labouring over report writing.

Complete customisation


Complete customisation of template wording, your fonts, your colours, your branding on your reports.

An unhindered take on AI


No pre-required templates to handle data, no data entry, no required integrations, no costly onboarding. Automwrite works for you.
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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:

Pricing available on request

Features

Automated report writing

Letters

Annual review of your client circumstances

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!

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.

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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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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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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