with impressive consistency and accuracy. Having previously been financial advisers; cofounders Rob Harradine & Caroline Duff, fully appreciate that every IFA practice is different and the ability to easily replicate the style & layout of each firm’s reports is crucial. The ammonite team bring a combination of financial adviser and paraplanner experience coupled with cutting edge AI technology.

Planbot’s report generation tool is like no other. It has been specifically designed for the IFA industry. Planbot essentially creates an AI version of the IFA's report templates. This then enables advisers and paraplanners to both populate the reports in a fraction of the time and then interact with the data underpinning the report. Importantly the tool gives the user the control to make edits and changes to their report templates. No waiting around for the tech provider to make those changes. This is a next generation report tool built to recover thousands of lost hours in IFA firms, targeting the huge pain point of report writing.