Paraplanr was born inside an FCA-authorised wealth management practice. We lived the problem — the hours lost to manual data entry, the bottleneck of suitability letters, the re-keying into Intelliflo that nobody enjoys — and we built the solution.
AI-powered paraplanning
Our founding team runs an FCA-authorised financial advice firm. Every week, the team processes client meetings into suitability letters, compliance documentation, and Intelliflo records. The workflow hadn't fundamentally changed in a decade — listen to the meeting, transcribe the notes, draft the letter, check compliance, re-key everything into the back-office.
For a single pension transfer case, that's 4-6 hours of skilled paraplanning time. Multiply that across dozens of cases a month and the bottleneck becomes the single biggest constraint on how many clients a firm can serve well.
We built Paraplanr to solve this for our own firm first. The goal was simple: take a meeting transcript, extract the suitability data, generate a compliant letter in the firm's house style, and push the whole thing into Intelliflo — with a proper audit trail and compliance workflow built in.
Every IFA practice in the country has the same problem. So we made it available to everyone.
We're not a tech company that read about paraplanning in a market report. Paraplanr was built inside an FCA-authorised wealth management practice. Every workflow, every compliance check, every design decision comes from real experience processing real client cases.
We don't believe AI should replace paraplanners. It should make them faster. Every document Paraplanr generates goes through a configurable review workflow — paraplanner checks, adviser approves, compliance signs off. The AI accelerates the work; your team owns the output.
Most AI tools generate a document and leave you to figure out the rest. Paraplanr pushes approved documents directly into Intelliflo Office — attached to the client record, with a service case created, and a full audit trail. Zero re-keying.
Consistent, auditable output with built-in COBS checks and a hash-chain audit trail. Every extraction, every edit, every approval is logged and verifiable. This is exactly the kind of defensible process that Consumer Duty demands.