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  • About
  • Planbot
  • Insights
  • Use Cases
    • Paraplanning Software
    • Suitability Report Writing
    • AI for Paraplanners
  • Blog
  • Contact
Book a Demo
  • The best AI use cases for financial advice firms

    AI has moved quickly from novelty to practical tool in financial advice, but not every use is equal. Some applications…
  • AI vs manual suitability report writing for advisers and paraplanners

    Every advice firm writes suitability reports. The question in 2026 is increasingly how: the traditional way, with a paraplanner building…
  • The time involved in writing a suitability report — and how AI can help

    Ask any paraplanner where their week goes and the answer is rarely "giving advice." It is writing the documents that…
  • AI and Consumer Duty: key considerations for financial advice firms

    The Consumer Duty raised the bar for how advice firms communicate with and deliver value to clients. AI is changing…
  • Choosing AI software for a financial advice firm: 10 key considerations before you buy

    AI software is becoming harder for financial advice firms to ignore. Used well, it can reduce repetitive document work, improve…
  • Building a business case for AI in a financial advice firm

    For many financial advice firms, the question is no longer whether AI will have a place in the business. The…
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