Afternoon is an AI-powered data and document processing tool designed for financial advice firms where client records are scattered across multiple systems, documents, and formats. It ingests details from electronic valuation feeds, uploaded documents, meeting recordings, and, where available, open banking connections, then uses AI to extract, structure, and reconcile everything into a single client profile. From there, advisers can generate suitability reports, meeting agendas, and post-meeting correspondence. Advisers and paraplanners are the primary users, with administrators also able to access the tool under a firm-wide licensing model. 

 

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: