Automwrite: Practical AI Software for UK Financial Advisers
Automwrite has rolled out several new features designed to reduce administrative workload, support compliance, and make it easier to deliver personalised financial advice. Built by a DipPFS-qualified adviser and a Russell Group engineering team, the Automwrite platform continues to evolve with real adviser needs in mind.
Real-Time Suitability Report Generation
Writing reports previously required hours spent copying text, checking templates, and formatting. Now, Automwrite can generate a full suitability report in seconds. Upload notes from a meeting, record a voice summary, or import documents that contain your client’s details. The system parses the details and allows you to produce a report with your firm’s branding and style guidelines.
Chat With Your Client Files
Automwrite also provides an indexed document chat feature. After uploading client files, such as fact finds, portfolio summaries, risk assessments and more, you can ask questions and receive direct answers based on the contents of those documents. It is faster than scrolling through PDF documents, using CTRL F, and more reliable than memory. This is particularly helpful before client review meetings, when checking historical decisions, or when drafting new recommendations.
Customer Relationship Management (CRM) System Sync via Voice Notes
A new voice-note-to-CRM feature allows you to log client updates using speech. Whether it is a quick note after a call or a longer meeting summary, you can record it and send it directly into your system. Automwrite supports both live voice input and post-meeting transcription. In either case, it handles structured input and matches it to the correct fields.
This change helps reduce delay and error. Advisers do not need to wait until the end of the day to write up notes or risk forgetting key details. It also ensures that the rest of the team has immediate access to updated records.
Full CRM Integration with Automwrite’s Open API
Automwrite now includes an open application programming interface (open API) for secure integration with your systems. This allows for real-time data synchronisation between Automwrite and your existing CRM platform.
This flexibility gives firms more control over how the platform fits into their current technology setup.
Built Around UK Regulatory Standards
The FCA’s Consumer Duty rules have increased the pressure on firms to demonstrate that their advice is suitable and clearly documented. Automwrite supports this by:
- Building reports that directly reflect meeting content
- Avoiding generic or placeholder recommendations
- Supporting adviser workflows rather than replacing them
The result is better quality documentation and reduced time spent on administrative tasks.
A Platform That Reflects How You Work
Automwrite is now being used by solo IFAs, regional firms, and large advice groups. The latest features were developed based on adviser feedback:
- AI suitability report generation that continues to reflect your actual advice
- AI software for financial advisers that integrates cleanly into established workflows and existing CRMs
- Tools that support compliance without introducing delays
Summary
The latest update to Automwrite focuses on what financial advisers need: faster reporting, better documentation, fewer manual steps, and outputs that match the firm’s voice.
For firms looking for AI software for financial advice that understands UK regulation and client expectations, Automwrite continues to lead with practical tools designed for real advisory environments. Get started with Automwrite today and see how the top financial advisers remain Always Future Ready.
