AI crafted for report writing in financial advice

The FCA Mills Review sets out how AI could reshape retail financial services and what this means for wealth managers and IFAs. Explore the implications for accountability, Consumer Duty, human oversight, data security and the responsible use of AI in advice firms.

AI is reshaping suitability report writing by helping paraplanners and financial advisers reduce drafting time, improve consistency and focus more on judgement, review and client outcomes. See how purpose-built tools such as Planbot are changing the report-writing process while keeping firms in control.