AI crafted for report writing in financial advice
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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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June 10, 2026
Money Marketing “Off the Record” interview with cofounder of ammonite AI
In this interview, Rob Harradine discusses the frustrations that led to the creation of Planbot, the limits of AI in financial advice, and why he believes advisers will remain central to client relationships for the foreseeable future.
April 28, 2026
On panel at PA360 conference, ammonite AI
Attendees at adviser conference PA360 do not believe that artificial intelligence-driven efficiencies should result in charges changing for clients, while most are feeling optimistic about the role of AI in financial planning.
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.
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May 12, 2026
ammonite AI host roundtable at Owen James event
AI is certainly in demand! We hosted x2 roundtables at (the brilliant) Retirement Matters, Owen James event last week. Packed tables with senior industry figures, all sharing their experiences of embedding AI into the financial advice workflow
April 30, 2026
Showcasing Planbot at Exeter Technical Insights Event
Great to attend the Technical Insights event in Exeter with Professional Paraplanner and connect with Natalie Dawes in person. Planbot demonstrated how AI can support paraplanners, built by professionals who understand the role.
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.