ammonite
HQ Address
Office 18, 64-66 Wingate Square, London, SW4 0AF, United Kingdom
Website Address
Business introduction
Suitability Reports and Adviser File Notes - in half the time
Planbot is the AI tool for financial advice firms and paraplanners. We turn your firm’s templates into AI- powered versions that can be populated in minutes, then exported as beautifully formatted PDF and DOCX
We help financial advice firms deliver high-quality client documents and workflows with AI — faster, smarter, and with less admin.
Our SaaS platform (Planbot) enables you to transform your existing forms, templates, and processes into AI-powered versions. Whether it’s suitability reports, compliance documents, or client communications, you keep the way you work—just streamlined with automation.
Unlike generic solutions, we don’t force you to change your approach. Instead, we empower your team to save time, reduce errors, and focus more on clients, while maintaining the standards and processes that set your firm apart.
ammonite Solutions
Planbot
What planbot does AI versions of your templates and forms. Planbot isn’t a generic document generator. It’s a platform that makes your firm’s templates faster to complete—while keeping the structure and standards you already rely on. Built for paraplanners Designed for speed, accuracy, and consistency. Paraplanners shouldn’t spend hours rebuilding documents that follow the......
