Practical guides for UK advice firms, plus the product documents. No sign up, nothing gated.
Short pieces on evidencing, searching your own history, and choosing tools without handing over the client file.
What good looks like when files are sampled: records, rationale, and building the trail without extra admin.
Read the guide →A principal’s checklist for evaluating AI in a UK advice firm, and the answers you should expect.
Read the guide →Years of client knowledge sit in email. What changes when you can search it in plain English.
Read the guide →A practical routine for the adviser morning: statements filed, urgent items surfaced, before the first meeting.
Read the guide →The overview for the firm, and the detail for whoever asks the harder questions.
What it does, how it works, and why the client record stays on your own machine. The one to hand round the office.
For principals, compliance officers, and IT reviewers: architecture, data handling, licensing, deployment, and commercials.