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.
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