Something extraordinary is happening in software right now. Machines can finally read, understand and write the way people do. The firms with the deepest pockets got there first, the way they always do. We started Orchestrator because we think the leap belongs to everyone.
We build for the one adviser firm in a market town, the two partners above a shop, the small practice that knows every client by name. The people who give the best advice in Britain and get the least help doing it. Orchestrator sits inside their inbox, works the way they work, and never asks them to hand their clients’ lives to somebody’s cloud.
The giants bought their advantage. We built one for everyone else, so every firm stands on equal footing.
Orchestrator is an AI assistant for UK financial advice firms. It reads your inbox, drafts your follow-ups, briefs you before every meeting, and tracks every promise you make, running on your own machines so client data never leaves the firm.
We believe the smallest firms give the best advice. One adviser who knows every client by name, who remembers the conversation about the daughter’s wedding, who picks up the phone himself. That is what good advice looks like.
The trouble is everything around the advice. Between us we have spent years around advice firms, and the same picture comes up every time. An inbox that never reaches the bottom. Fifteen minutes hunting through a four-year-old thread for the one attachment with the figure you need. Prepping for a review by scrolling back through years of history you already lived through once. A promise made on Tuesday that still needs writing up on Thursday, if you remember it at all.
None of that is advice. It is the tax you pay for giving it.
AI should have fixed this by now. But look at what got built. Tools priced for networks and consolidators, sold per seat, with a procurement round attached, and every one of them asking the same thing first: upload your client book to our cloud.
For a one-person firm holding twenty years of sensitive client history, that is not a small ask. Most advisers we spoke to took one look and did nothing. Which left the firms who needed the help most with none of it.
That is where Orchestrator comes in.
Every email read, sorted and answered with a draft waiting for you.
The right figure pulled from the right attachment, however old the thread.
Client history distilled into a briefing before you sit down.
Tuesday's commitment written up and waiting, before Thursday arrives.
We took the opposite approach to everyone else in this market. Instead of moving your data to the intelligence, we moved the intelligence to your data.
Installed software with the model bundled inside it. Your client data is processed locally, by default, on hardware you own.
Orchestrator prepares. You approve. The software has no capability to send anything on your behalf, by design rather than by setting.
From £49 a month. No procurement round, no implementation fee, no minimum seat count. Install it and start.
Orchestrator AI is a UK company, built for UK advice firms, by a team that has taken enterprise software from first line of code to acquisition twice before.
Building and scaling infrastructure products for regulated industries worldwide.
Pioneer teams at BakBone and Zerto, acquired by Dell and HPE respectively.
A practising adviser’s view of the week this product gives back, on the founding team.
Monthly or annual, cancel when you like. The software is yours to run for as long as you subscribe.
ICO registered, with our data position, sub-processors and security approach published for supplier due diligence.
A UK company serving UK firms, with the FCA context built in rather than retrofitted from somewhere else.
Start a free trial in minutes, or buy now and have Orchestrator working your inbox today.