“4admin is wealth’s first AI-driven LoA system that turns letter-of-authority chaos into a breeze. Financial planning teams today lose hours sifting through pages of provider information, re-keying data between multiple systems and chasing providers for missing datapoints – burning valuable time, ballooning compliance risk and forcing firms to hire more admin just to stand still.

Our platform ingests any LoA pack, reads every page with advanced AI, and instantly produces a clean, paraplanner-ready checklist. One click updates valuations, fund holdings and contributions straight into the CRM, whilst another sends an auto-generated follow-up email to provider’s for missing information. 4admin’s AI also records and transcribes any provider calls, summarising the discussion so nothing slips through the cracks.

The result? Up to 86% faster data gathering, 54% lower processing cost and a happier team who can focus on clients, not copy-and-paste. Join firms across the UK who’ve reclaimed days each week and grown without adding headcount.”