AI crafted for report writing in financial advice

Today, ammonite-ai is officially launching Planbot, its AI-powered report writing and file note software aimed at advisers and their businesses.

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.

In this Technology Insight webinar we look at how AI technology can boost efficiencies and speed up the paraplanning process.

The ability for paraplanners to more efficiently personalise suitability reports and deliver them faster for clients are just some of the game changers that will see many more paraplanners start to utilise AI, believe Robert Harradine and Caroline Duff of ammonite.

ammonite has launched a new AI-driven software system – planbot – that the founders, Robert Harradine and Caroline Duff, think paraplanners will particularly like.