The Mission
We understand the sheer amount of time and the complexity involved in creating suitability reports for clients. These documents reflect you, your standards and your brand.
All too often we see backlogs of client review letters and bottlenecks in suitability reports for new client recommendations, in IFA firms across the UK.
ammonite was created to solve for this problem. By dramatically reducing the time it takes to create high quality reports. With Planbot, financial advice firms can now take on many more clients, and service them in half the time.
Planbot can cater for simple “no change” periodic suitability reports to the most complex, multi advice master template. A report that used to take 6 hours to complete now takes less than one.
Cofounders
Co-founders, Caroline and Rob collectively have over three decades of financial planning experience. Over the past three years they employed a team of AI developers and created the Planbot platform.
Caroline Duff became a Chartered Financial Planner, shortly after graduating at Oxford. Over the years she has led various financial planning and paraplanning teams across the UK, including Saunderson House and Sterling & Law IFA.
What our customers are saying
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!”