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Automwrite is a new AI-powered report writing tool specifically designed for financial advisers. The software is currently in early access, with its current focus on automating annual reviews. The company plans to roll out additional features in the very near future.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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INSIGHTS:

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Marketing and Client Engagement Systems Supplier/Software: Asset-Map

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan

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Report Generation Supplier/Software: Ammonite

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Report Generation
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