ammonite
HQ Address
Office 18, 64-66 Wingate Square, London, SW4 0AF, United Kingdom
Website Address
Business introduction
AI report generation and meeting transcription
Config as code
Ammonite exists to help financial advice firms leverage the power of AI. The planbot tool drafts annual reviews and suitability reports, in a fraction of the time. It ingests documents & transcriptions and you will see your template populate in seconds with impressive consistency and accuracy.
Having previously been financial advisers; cofounders Rob Harradine and Caroline Duff, fully appreciate that every IFA practice is different and the ability to easily replicate the style & layout of each firm’s reports is crucial.
The ammonite team bring a combination of financial adviser and paraplanner experience coupled with cutting edge AI technology.
ammonite Solutions
Planbot
The core mission behind Planbot is to empower firms to retain their own voice and structure while benefiting from automation and intelligent data handling. It is a tool built by people who understand the day-to-day realities of advice and paraplanning work. Integrations Planbot operates effectively without mandatory integrations. While Ammonite is developing......
