“Ammonite’s AI tool “planbot” is transforming report writing in Financial Services. Planbot populates an AI version of any form or report template in your business. Paraplanners are now spending half the time they used to on Annual Review & Suitability Reports.

Planbot ingests transcriptions, pdfs and word docs as well as excel and CSV, reads every page with advanced AI, and consistently produces accurate client facing reports, with your firm-specific formatting, wording and images.

Furthermore, planbot gives control of the tech to your firm, enabling you to make any quick changes required to structured template wording, styling, tone of voice and so much more. Planbot has been built by former paraplanners who understand report writers’ needs and is fast becoming their AI tool of choice.”