// For financial advice firms
Five systems. One record.And the adviser still signs.
We connect your back office, platforms and paperwork so client data is entered once, and AI drafts only what an adviser then reviews and signs.
//what slows advice firms down.
- 01
Re-keying between systems
Fact-find data typed into the back office, platforms and reports by hand.
- 02
Slow report drafting
Hours spent assembling the same client facts into each suitability report.
- 03
Scattered outcome evidence
Consumer Duty evidence spread across emails, spreadsheets and the back office.
- 04
Supplier checks
Every new tool needs due diligence before it touches client data.
//what we build for you.
Integration around your back office
Fact-find, back office and platform data kept in step, on official APIs and your own accounts.
AI drafting with adviser sign-off
Report inputs drafted from the fact-find, every line traceable, nothing sent until an adviser approves.
Outcome evidence in one view
The data your Consumer Duty reporting needs, pulled together instead of rebuilt each quarter.
- A person signs off every AI output
- Fixed price in writing
- You own the code and data
//guides for financial advisers.
All advice firms guidesAdvice firms·Pillar guide
AI software for financial advisers under Consumer Duty
How UK advice firms choose AI software and a financial adviser CRM under the Consumer Duty, COBS 9 and 9A suitability, SYSC 8 outsourcing and UK GDPR.
Syed Husnain Khalid · 8 October 2026 · 10 min
Advice firms·Guide
Consumer Duty outcomes: the evidence advice firms need
Principle 12, the three cross-cutting rules and the four Consumer Duty outcomes, with the evidence UK advice firms can hold and what PRIN 2A.9 monitoring shows.
Syed Husnain Khalid · 8 October 2026 · 11 min
Advice firms·Guide
Suitability report writing software: what the FCA allows
What the FCA allows suitability report software to draft: COBS 9 or COBS 9A, report triggers and contents, adviser sign-off, a template and record keeping.
Syed Husnain Khalid · 8 October 2026 · 10 min
Questions from financial advisers
01Do you give financial advice?
No. We build software. Advice and every decision stay with your qualified advisers.
02Will you pass our supplier due diligence?
We answer your due-diligence questionnaire in full and will provide a data processing agreement before work starts. We're a two-person team in Islamabad, so assess us as you would any small supplier.
03Do you replace our back office?
No. We connect what you already use and build only what's missing between your systems.
04What does it cost?
A two-week workflow audit is £950, credited in full against a build agreed within 90 days. Pilots start from £3,000; full builds run £8,000–25,000 in fixed-price phases. Prices exclude VAT.
Start with two weeks and £950.
You get a map of your systems and a fixed price to fix them. If you build with us, the £950 comes off.