Advisers and paraplanners lose hours to every client review — gathering the facts, checking the file, and writing a report that has to satisfy Consumer Duty.
In February 2025 the FCA reviewed ongoing advice services at 22 of the largest advice firms and named “inadequate record-keeping to make sure firms can evidence delivery of their services” as a poor practice. Firms were asked to check, back to 2018, whether they could show the service was delivered.
Source: FCA, Ongoing financial advice services multi-firm review, 24 February 2025.
“A single review document can take the best part of an hour to produce — every time.”
“The data already lives in Plannr, but we still re-key it into the report by hand.”
The time it takes to produce one client review document by hand. Multiply that across every client, every year.
The adviser selects the sections; the client’s Plannr data populates them; the document assembles itself — and the adviser keeps the judgment.
The document draws directly on the client’s Plannr record — circumstances, objectives, holdings and figures populate automatically, with no re-keying.
The adviser selects the sections relevant to this client and this recommendation, and the tool assembles only what belongs in the report.
Built on your firm’s master templates and product set, so every document is consistent, on-model and in house style — never generic.
The output is a clear, personalised review document that frames the client conversation and evidences the advice — ready for the adviser to check and sign.
From client data to a signed review — in minutes, not most of an hour
Suitability documents produced in a fraction of the time — with the adviser still making every recommendation.
Measured on the Plannr implementation at a UK financial advice firm.
We’ll show you where automation saves the hours — and where the adviser’s judgment has to stay.
