Report Generation
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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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OTHER PRACTICE AREAS:

INSIGHTS:

Adviser Tech & AI – Everyone You Need to Know

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CREATIVE TECHNOLOGIES – ENABLE

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CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

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Business Performance & Operational Management Supplier/Software: The Pension Lab

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: EVPro Goal

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: EVPro Risk

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CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

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Wealth Practice Management Systems Supplier/Software: futureform

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc

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Artificial Intelligence – AI Tools & Services – Paradino

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Report Generation
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