Automating wealth management with AI expertise
Filenote AI was created when the founders recognised there was no one else effectively offering automation and AI solutions for wealth management firms. Our aim was to solve common pain points across wealth management and to deliver a significant return on investment quickly.

Traditionally, wealth management firms either perform their processes manually in house or offshore. Automation offers an alternative, whereby financial planning firms can now free up time quickly, whilst ensuring their processes are free from errors and are performed quickly.

Our deep experience in automating manual processes within wealth management firms has enabled us to develop solutions that solve common pain points for the sector. Filenote.ai is one of these solutions.