See more clients, write fewer reports by hand.
Advice capacity is capped by paperwork. We put AI on report prep and review admin, with the adviser signing off every recommendation.
Financial advisers and wealth managers spend a significant chunk of every week writing, not advising. Suitability reports, annual review packs, chasing providers for policy information: the paperwork eats the hours that should go to clients.
Fettle puts AI to work on the drafting, chasing, and prep that clogs your diary. Every recommendation still carries your sign-off and your judgement. The AI does the groundwork so you can focus on the conversation that actually matters.
AI for your advice firm, at a glance.
Agents built around your desk.
Off-the-shelf tools where they fit, and bespoke AI agents we build, run and improve for you where they don't. Here's where we'd start.
Suitability Draft Agent
Produces a first-draft report from the fact-find for adviser review.
Review Prep Agent
Assembles the annual review pack and a talking-points summary.
Meeting Notes Agent
Turns each client meeting into structured notes and actions.
Information Chaser
Chases clients and providers for the documents you're waiting on.
What changes, with examples.
An adviser spends two to three hours pulling together a suitability report from handwritten fact-find notes, product research, and regulatory requirements.
The Suitability Draft Agent turns the completed fact-find into a structured first-draft report, ready for the adviser to review, adjust, and sign off.
Each review season means manually assembling valuation data, performance summaries, and agenda notes for every client coming in that month.
The Review Prep Agent pulls together the pack and a concise talking-points summary, so the adviser walks into each meeting already prepared.
After a client meeting, the adviser or their PA types up notes from memory or a voice recording, then manually logs agreed actions.
The Meeting Notes Agent converts the meeting into structured notes, a client-ready summary, and a clear action list, ready within minutes of the call ending.
A week with Fettle: a busy IFA practice
On Monday morning, a draft suitability report for a pension transfer client is waiting in the queue, built from last week's fact-find, ready for the adviser to sense-check rather than write from scratch. Mid-week, the Review Prep Agent has assembled packs for three upcoming annual reviews, each with a talking-points summary tailored to that client's portfolio and objectives. The Information Chaser has sent polite, timely nudges to two providers who still owe policy documents, without anyone needing to remember to follow up. By Friday, the team has seen more clients and spent less time at their desks after hours.
That's time freed valued at £75 an hour, plus the cost of the tools we help you cut. Your assessment works it out on your own numbers.
Does AI-generated copy satisfy FCA suitability requirements?
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Our fact-finds are in different formats depending on the client. Can the AI handle that?
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We handle sensitive client data. How is that protected?
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Two ways to start
See what AI would do for your advice firm.
Try the free 2-minute quick win, or get the full £99 assessment with a costed, prioritised plan.