Stop manually transcribing client meetings. Paraplanr extracts key data from transcripts, populates Intelliflo automatically, and generates compliant suitability letters—powered by AI that understands UK financial advice.
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From client conversation to compliant advice, automated end-to-end.
Transcripts, meeting notes, fact-finds—our AI extracts client objectives, circumstances, and risk tolerance. Works with voice recordings, PDFs, and structured documents.
Generate suitability letters that match your firm's tone and comply with COBS rules. Our compliance engine checks recommendations against client circumstances in real-time.
Export directly to Intelliflo (and more coming). No re-keying. Advice documents attach automatically. Your back-office stays synchronized.
Hours transcribing client meetings, hunting for fact-find details, cross-checking circumstances. Time that should be spent on value-add advice.
Crafting compliant advice letters from scratch, ensuring they address every requirement, matching tone and house style. Days per complex case.
Missed suitability steps, inconsistent documentation, manual errors in back-office entry. Every firm has felt the regulator's eye.
Upload transcripts or recordings. Our AI extracts objectives, circumstances, and risk profile instantly. No manual entry.
Suitability letters generated in minutes, compliant with COBS, and matching your firm's voice. Edit and refine, not rewrite.
One click syncs advice to your back-office. Your file is ready, compliant, and auditable.
Early partners already seeing results
"Paraplanr cut our paraplanning time in half. What took a day now takes hours, and the compliance checks give us real peace of mind."
Sarah Mitchell
Director, Clarity Financial
"The Intelliflo integration is seamless. No more transcription errors, no more back-and-forth. It just works."
James Patel
Partner, Wealth Advisers UK
"Our paraplanner can now focus on quality checks instead of data entry. Exactly what we needed."
Emma Roberts
Head of Operations, Pinnacle Advice
Join the waitlist and get exclusive early access. Be the first in your network to automate advice delivery.