AIParaplanner
ComplianceReport WriterFact-finderAdvice Ops Paraplannerat your service
Superplan handles the heavy lifting of advice — from gathering and processing complex policies, to researching products and delivering client-ready Suitability Reports.
%201.avif)
Meeting recording...
02:14 / 30:00
“The tech fades into the background, which is exactly what you want — it lets the relationship take centre stage.”
Helen W.
Chartered Financial Planner
Financial advice, as easy as hitting 'send'
Upload documents or client info - no templates, no manual data entry.
.avif)
AI structures the data, human paraplanners refine and check compliance.
.avif)
Get regulator-ready reports - faster, accurate, and fully reviewed.
.avif)
Wealth firms are overwhelmed by legacy systems, regulatory overload and talent shortage
Data Fragmentation
Too much time is lost re-keying data, chasing slow providers, fixing errors, and using outdated tools for low-value tasks.
High admin costs
Most firms solve admin by hiring more staff to handle regulated tasks - but it comes at a hefty cost.
Regulatory Risks
More rules, more risk - for advisers and the Compliance teams who guard against it.
One agent
Deliver advice faster, with greater consistency and confidence — without changing how you work.
Traditional Paraplanning
Superplan
Manual interpretation
Workflow bottlenecks and handoffs
Works with existing documents and notes
Fact Find, policy & cost data structured instantly
Decisions spread across systems and emails
Suitability evidence reconstructed after the fact
Recommendations tied to source evidence
Clear, defensible suitability rationale
Output varies by team and workload
Scaling requires hiring and training
Standardised advice output across cases
Capacity expands without adding headcount
Manual reviews slow oversight
Margins compressed by labour costs
Consumer Duty-ready process evidence
Lower cost-to-serve with improved margins
Streamline your operations with AI that is fine-tuned for advice
Specialized Agents
AI agents that flag risks, surface insights, and suggest next best actions - always with you in control.
Client Data Graph
Every data point, document, and interaction is stored in a unified client graph, giving AI perfect context across the entire advice journey.
Smart Document Analysis
Upload PDFs, emails, forms, or recordings — Superplan parses, extracts, and structures data instantly, keeping profiles always up to date.
Compliance by Design
Suitability checks, PROD logic, and audit trails are embedded into workflows, ensuring FCA alignment from day one.
Best-in-Class AI Models
Orchestration of the latest AI models, fine-tuned for financial advice, to interpret complex data and generate accurate outputs.
Unified Advice Workspace
A clean, intuitive interface where humans and AI collaborate - with control and creativity every step of the way.
The best paraplanning hire you’ll ever make
Advisers powered by Superplan
Since integrating Superplan into our workflow, we’ve cut turnaround time to around 50%. It’s remarkable how it frees up time to spend on client strategy and coaching. Superplan has been a game-changer for our paraplanning team.
Senior Paraplanner, London
My work has become so much more efficient with Superplan. The ability to automate report writing means I spend less time on paperwork and more time with clients, developing stronger relationships and adding more value.
MD - IFA, Leeds