What Advisin replaces
Advisin does the work of a back-office system, an AI paraplanning tool, a client portal, an e-signature service and the spreadsheets that track letters of authority and fees, in one subscription with one record of each client.
Your risk, research, cashflow and identity tools stay as they are, and their results are recorded on the client's file.
Each job, today and in Advisin
| The job | Separate tools a firm may run for it | In Advisin |
|---|---|---|
| Client records and cases | A back-office system such as Intelliflo Office, Plannr or Curo | Households of one or two people, plans with their owners, and cases built from the firm's workflow templates, with an owner and due date on every task and a clock on every stage. |
| Letters of authority | A spreadsheet or tracker of who has signed and when to chase | A letter for each plan with questions set by plan type, signed in the portal, with chases drafted on the due date and a log of every chase and reply. |
| Fact-find | A paper or PDF form, or the back-office system's own form | Income, spending, assets, liabilities, dependants, objectives and soft facts for the household. On Complete, filled in from meeting notes for the adviser to check. |
| Report drafting | An AI paraplanning tool such as PlannerPal, Saturn or AdvisoryAI, or a word-processor template | Suitability report and review letter drafts from the client's file, with gaps marked for the adviser and a record of every draft, edit and approval. Complete plan. |
| Compliance checking | A checklist, and email between the adviser and compliance | A file check, then approval or return with notes inside the case. The report cannot go for signature before approval. |
| Client documents and signatures | A client portal and a separate e-signature service | One portal for each household, with questionnaires, documents, uploads and signing, opened with a code sent to the client's email address. |
| Fees | A spreadsheet that checks provider statements against fee agreements | Fee agreements, receipts from provider statements, adviser and introducer splits by month, and exceptions to clear. |
| Reviews | Calendar reminders and notes in the back-office system | A review schedule, a record of each review set against the ongoing fee, and the next review scheduled when one is completed. |
One record for the case and its paperwork
When the case, the letters of authority, the report, the signatures and the fees sit in different systems, the file compliance reviews has to be put together from all of them, and the dates in each have to agree. In Advisin each step writes to the same case: the letter of authority reply that research used, the risk result the report quotes, the version of the report the client signed and the fee that later arrived against it.
That also means one list of what needs doing across the firm. The Today screen counts the chases due, the fee exceptions, the overdue reviews, the reviews coming up and the cases waiting for compliance, and each adviser sees the tasks that are theirs.
AI drafting inside the case
Advisin's drafts start from what is already on the case: the fact-find, both risk profiles, the plans, the letter of authority replies and the adviser's notes. The draft, every edit to it and its approval stay on the case, and compliance can read the full list of drafts across the firm with who asked for each one and who approved it.
The AI tools come with the Complete plan. A firm on Core has every other part of Advisin, including the rule-based file check before compliance sign-off.
The tools you keep and the tools Advisin takes over
You keep
Your attitude to risk tool (Dynamic Planner or Oxford Risk), your research tools (Defaqto Engage or FE fundinfo), your cashflow tool (Voyant or CashCalc), your identity checks (SmartSearch or Thirdfort) and Origo for valuations. Advisin records the result of each on the client's file with its date and reference.
Advisin takes over
The back-office system, the AI drafting tool, the client portal, the e-signature service, and the spreadsheets for letters of authority, fees and reviews. Prices are per adviser, with free seats for administrators, paraplanners and compliance staff.