AdvisorDraft
AI-powered letter automation for IFA firms

Client letters in minutes, not hours

From 1.5 hours per letter to under 10 minutes. AdvisorDraft turns adviser meeting notes into compliant, branded client letters. AI extraction, compliance review and a full audit trail.

  • Smart form & compliance review
  • 7-day free trial, no card required
  • 30-minute guided walkthrough
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A complete letter workflow, end to end

Purpose-built for UK financial advice firms. Explore each part of the platform.

AI extraction & template matching

Paste a meeting note. We pick the right template and pre-fill every field with confidence indicators.

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Section-by-section compliance review

Compliance reviews inline with structured comments. Staff resolve amendments without email back-and-forth.

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Branded .docx generation

Your templates, your branding. Draft watermarks before approval, clean finals after.

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UK GDPR-aligned by design

PII masking before AI processing, mandatory 2FA, row-level data isolation and an immutable audit trail. FCA conduct rules and Consumer Duty principles applied throughout.

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What changes with AdvisorDraft

The same client review, without the hours of manual letter assembly and compliance back-and-forth.

Letter creation time
~1.5 hours of copy-pasting from notes, platforms and prior letters.
Under 10 minutes. AI extracts client, fund and adviser detail into a smart form.
Compliance loop
Marked-up PDFs and free-text comments bouncing in email.
Section-by-section inline review with a clear 'Needs amending' tab.
Template control
Advisers reuse old letters and drift from approved wording.
Every letter is built from your approved templates. Openwork SAF aligned.
Audit trail
Email threads and 'who changed what' guesswork at file review.
Immutable, timestamped log of every create, edit, review and download.
Data protection
Client PII pasted into general-purpose AI tools.
UK GDPR-aligned PII masking before AI. No training on your data. UK/EU residency.

"What used to take our ops team an hour per letter now takes a few minutes. The compliance team loves the structured review workflow."

Pilot programme

Ready to transform your letter workflow?

Join IFA firms saving hours every week on compliant client correspondence.

Book a demo See pricing