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 – fully aligned to your firm’s branding, tone, structure, and CIP.
Suitability reports used to take hours. Now, they take seconds. But Automwrite is not stopping there.
The new Automwrite software release brings together everything advisers have asked for — clearer conversations, faster document creation, and smarter updates that take your advice from input to output with greater efficiency.
It’s built for advisers and firms that want to move faster without compromising on accuracy or quality. And it’s ready now.
Type It. Talk It. Done.
You don’t need to learn new commands. You don’t need to guess how to request something.
With our new natural language functionality, simply type what you’d say to your paraplanner:
“Transfer Scottish Widows to Aviva with the Income 7 Portfolio. Client wants to retire at 65.”
Automwrite understands the request, processes it instantly, and delivers a compliant, editable Word document ready to go. No manual formatting. No updating repetitive templates.
Real Time Updates Means Less Admin All Around.
Advisers can now update client files in plain English — even mid-chat.
“David has an emergency fund worth £20,000.”
Done. Logged. Reflected in his next report. When you want to pull this information again, simply query the chat and it will let you know.
Automwrite isn’t just a letter writing tool. It’s a live client hub where records, updates, letters, and conversations all stay in sync.
Pension Switches in Minutes
Switching pensions is no longer a manual task that leads to inevitable bottlenecks. Our enhanced Pension Letter functionality means you can go from instruction to written document in under three minutes and yes, it’s still FCA-aligned, branded to your tone, downloadable and entirely editable.
It’s like handing the task to a paraplanner – if your paraplanner never missed a beat, never lost context, and worked 24/7.
Annual Reviews. Still Fast. Now Smarter.
Our annual review letters were already fast. Now they’re context-aware, better formatted, and even easier to generate from fact finds, PDFs, or meeting notes.
Just drag and drop, or speak your update, and Automwrite does the rest.
The Interface You Actually Want to Use
From your dashboard to the client file, the entire layout has been redesigned for speed, improved functionality and ease of use. Write, update, and inquire all in one place.
The “Ask in chat” section lets you explore a client’s goals, investments, or retirement strategy with prompts or natural questions. The “Write” section turns those insights into polished, accurate reports. The “Update” tools keep everything organised.
Keep All Your Data Up To Date – From Anywhere
Advisers aren’t always at their desks. That’s why Automwrite now lets you capture voice notes on the go, straight from your phone.
Whether you want to record a meeting, summarise a client call, or speaking your thoughts aloud between appointments, the Automwrite app transcribes and updates your client files in real time. No need to retype notes later or worry about missing key details.
You talk. Automwrite listens, logs, and updates in real time, so your advice stays accurate and always up to date.
Built for Firms Who Value Their Time
We built Automwrite with one goal in mind: let advisers spend more time advising.
Whether you are an independent financial adviser or manage a team, Automwrite works with your team structure – not against it. Just powerful support for great advice, delivered faster.
Try It Today
If you’re still manually formatting letters, spending hours on annual reviews, or juggling fragmented tools, it’s time to work smarter.
Sign up, onboard by uploading your documents, and start seeing results today.
Because the best advisers don’t wait for the future to catch up.
The best advisers are always future ready.
