Discovery module: combining remote financial health check, client goals setting and financial education, stressing the importance of building a financial plan. Guidance reports produced at the click of a button, showing early value, next steps, and covering all the bases for compliant disclosure

Suitability Report module: a fully FCA compliant and easy to read goals-based investment suitability report created in just 10 mins. Fully configurable to your business’ requirements and central investment proposition

Unlike many off-the-shelf tools that require firms to adopt generic templates, Planbot enables advisers to build AI versions of their own internal forms and reports. These can include suitability reports, annual reviews and internal communications such as appraisal forms or client meeting notes.

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.

Planbot by Ammonite offers a refreshing alternative to rigid report generation tools. It combines the power of AI with the flexibility advisers need to maintain their own processes and branding. With features such as intelligent wording selection, custom calculations and a modular form builder, it is well suited to firms looking to modernise without losing control.

While integrations are not yet central to its functionality, the tool is designed to work effectively as a standalone system. Its benefits span both adviser efficiency and client experience, making it a strong contender in the AI and report generation space.