Simple, transparent pricing. Plans that scale with you.
Choose the plan that fits your practice.
Most Popular
Platform
£249/mo+ VAT
Everything you need to streamline your advice process
- Automated Letter Writing
- Automwrite Agent
- File queries with AI CRM
- AI CRM functionality with file storage
- Custom branding
- File editing capabilities
- Full customer support
- Role-based access control
- App Assistant
- Record client meetings
- Automatic meeting notes
- Voice commands for queries
- Team collaboration features
- Additional user permissions
App Assistant
Start here — capture meetings and fact finds on the go
£34.99/mo
Free- Record client meetings
- Voice commands for queries
- Collect signed fact finds
- Meeting summaries
- Syncs with AI CRM
Enterprise
For larger firms with bespoke requirements
Custom
- Custom integrations
- Automate your own reports
- Dedicated account manager
- Priority support
- Custom training sessions
- Higher usage limits
Feature Comparison
Compare all features
| Features | Platform | App Assistant | Enterprise |
|---|---|---|---|
| Automated Letter Writing | |||
| Annual Reviews | |||
| ISA Letters | |||
| Pension Letters | |||
| Client Queries | |||
| Automwrite Agent | |||
| AI CRM Functionality | |||
| File Storage | |||
| Custom Branding | |||
| File Editing | |||
| Voice Recording | |||
| Automatic Meeting Notes | |||
| Voice Commands | |||
| Voice Report Requests | |||
| Customer Support | |||
| Role-based Access Control | |||
| Team Collaboration Features | — | ||
| Dedicated Account Manager | — | — | |
| Priority Support | — | — | |
| Automate your own reports | — | — | |
| Custom Integrations | — | — |
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.
AUTOMWRITE