Meet Planbot – the highly customisable AI platform for Suitability Report Writing
Populate templates creating AI-powered documents, in minutes. Win time back!
2-3x
More capacity for complex Suitability Reports
4-5x
More capacity for periodic Client Review Letters
90%
Faster Fact Find
Adviser File Notes & LOAs
As featured in
Planbot - AI for Report Writing
Product
An intuitive system designed to complement your existing flow in report generation.
Why choose Planbot
We truly understand report writing in wealth management, having done it ourselves for many years. We appreciate the multiple steps in building these reports and how your firm’s identity and standards need to be upheld.
Speed
Taking complex reports from six hours to less than one. Win hours back each week.
Accuracy
Consistent, precise documentation built on your firm’s exact language and standards.
Full Control
You control the wording, sections, tone and the styling. No more waiting for the tech vendor to make ongoing changes.
Advanced Formatting
Your brand and style every time. Advanced formatting from the outset, saving you many hours on each report.
Data Security
No client data is ever stored or used to train AI models. Your data stays yours.
Data Insights
In real time ask questions of and make edits to, your report via the bot.
No hype, just happy customers
Reviews
Professional Paraplanner webinar with ammonite and Simpson Wood Financial Service.
Head of Client Servicing
“Planbot has really reduced our turnaround times. We can now get reports back to clients much sooner. It’s helped us work through a backlog far quicker, and for the first time we can see light at the end of the tunnel.”
Partner & Chartered Financial Planner
“With AI being the buzzword in financial services, we were delighted to find Planbot — a tool that’s clearly been designed by people who understand the financial planning process. We’re excited about how it can augment our service
to clients.”
Head of Client Servicing
“This is not a replacement but clever AI to aid our busy team. This is cutting the time to produce our suitability and review letters from many hours to minutes. The Planbot AI system is great!”
Frequently Asked Questions
Let’s Talk
Take a closer look and you will start to see that ammonite has decades of experience in report writing and has a deep knowledge of wealth management.
Who uses Planbot?
We commonly see a mix of users, ranging from report writers, paraplanners, financial advisers, investment managers, admins and compliance.
Do you offer a Free Trial?
Yes – for a month. We offer some user training too, to help you navigate.
How long does it take to build a template for the library?
With our new feature “Quick Build” it just takes a couple of minutes. This is a game changer! You can prompt Planbot to create any type of template for report, letter, form you want or it can ingest your existing template, subsequently replicating all data fields, fixed wording, tables with calculations, styling and more.
What are the use cases for Planbot?
Predominantly for faster suitability reports. Other templated docs include; welcome brochures, client review letters, newsletters, investment proposals, custom data capture forms, eg adviser meeting file notes and fact finds.
Do you offer “off the shelf templates”?
Yes – we have a comprehensive suite of financial planning templates such as Annual Review Letter, Suitability Report (SIPP, ISA, GIA) LOA summary doc, Pension Withdrawal Letter, Adviser meeting notes, Compliance Checker, Client Vulnerability Checker and much more.
Can we make ongoing changes to the templates?
Yes! We give you the control! No more hanging about for the tech vendor to make a change for you.
Does Planbot hold client data?
No! We take data security extremely seriously. We are unique, in that we do not hold any client data -period!)
Does Planbot train any AI models?
No! We take GDPR very seriously. Your data does not train any AI models.
Do you have experience as Paraplanners and Financial Advisers?
Yes! We have over 40 years combined experience in financial planning in the UK; having previously written thousands of suitability reports and spoken with hundreds of IFAs over the years.
How much does it cost?
£150 + VAT per user, per month.
Do you have a minimum number of user licences?
Yes, x3 users.
Are you UK based?
Yes, in London and we have staff and customers all over the UK.
Why the name ammonite?
In Feng Shui, ammonite is a powerful, high-energy cure representing wealth, health, and transformation. It is known as a ‘visionary stone’. It is thought to promote fluidity, emotional harmony, and flow in one’s life. The cofounders also liked collecting ammonites when they were younger.
See how fast your next report could be
Book a demo and we’ll show you how fast, accurate and customisable the Planbot system is