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January 27, 2026
Technology Insight: The paraplanner focussed AI tool that makes a difference
In this Technology Insight webinar we look at how AI technology can boost efficiencies and speed up the paraplanning process.
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March 17, 2026
Financial advice needs humans and AI tools working in tandem, say ammonite AI founders
Faster delivery of quality advice requires advisers, paraplanners and administrators working in tandem with the AI tools they use, say Rob Harradine, and Caroline Duff of ammonite AI.
February 26, 2026
AI tool promises to halve advice report times
A fintech firm founded by a former adviser and paraplanner has launched an AI tool aimed at slashing the time required to produce advice documents.
February 26, 2026
Ammonite co-founder says AI suitability report tool could ‘triple’ adviser capacity
Ammonite AI has today (26 February) officially launched an AI-powered report writing and file note software tool, Planbot, which its founders have said could “double or triple” the capacity of an adviser.
February 26, 2026
Ammonite AI tool ‘Planbot’ launch targets advice firm suitability report writing
Ammonite-ai has officially launched its AI-powered Planbot, proven in a pilot with over 100 users to slash report writing times for advice firms.
February 26, 2026
Fintech ammonite-ai launches AI-powered Planbot, slashing report writing times for advice firms
Today, ammonite-ai is officially launching Planbot, its AI-powered report writing and file note software aimed at advisers and their businesses.
February 16, 2026
Technology Insight: How paraplanners are using AI in the workplace
Parameters survey: In the seven months since we last undertook our survey into the use of AI in advice businesses, there has been a significant change in how many firms are now using AI, even if AI has not fully permeated the paraplanning role as yet.
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March 17, 2026
Financial advice needs humans and AI tools working in tandem, say AI firm founders
Firms that want faster delivery of quality advice need their advisers, paraplanners and administrators working in tandem with the AI tools they use, say Rob Harradine, and Caroline Duff, founders of ammonite AI.
March 17, 2026
AI could help firms scale advice without replacing advisers
Financial advice will continue to rely on human expertise, with artificial intelligence playing a supporting role rather than replacing advisers, according to the founders of ammonite AI.
February 26, 2026
AI tool promises to halve advice report times
A fintech firm founded by a former adviser and paraplanner has launched an AI tool aimed at slashing the time required to produce advice documents.