Automwrite
HQ Address
47 Southgate Street, Winchester, SO23 9EH, United Kingdom
Website Address
Business introduction
Bespoke suitability reports crafted in seconds
Receive your advice not generic automation
Our story
Founded by advisors, built to write like one too
Following a decade in financial services helping HNW clients, in the summer of 2023 Logan started working with AI. He created an automated filenote creator from a fact find whilst completing his studies and working as part-time paraplanner for Sterling and Law. This led to an automated annual review created in November 2023. The next year and a half were spent in R&D with Automwrite developers.
Automwrite is the result of a decade of experience handling hundreds of retirement planning reports, naturally underpinning a desire for automation. Stemming from the word automata, Automwrite handles the state of your report writing so you can spend more time with your clients.
Automwrite Solutions
Automwrite Platform
Instant suitability reports Generate fully branded, CIP-aligned letters in under 60 seconds with your advice, not generic automation. Zero manual data entry Simply drag and drop documents—Word, PDF, audio, video—and access all client information conversationally. AI CRM and mobile access Query any client file from your phone or desktop. Capture meeting notes with one-tap reports......
