Growing UK Advice Firms
Wealth's first AI-driven
LoA system
Wealth's first AI-driven
LoA system
Wealth's first AI-driven
LoA system
Turn slow, manual LoA work into fast, automated workflows that reduce admin, improve accuracy, and keep compliance tight.
Turn slow, manual LoA work into fast, automated workflows that reduce admin, improve accuracy, and keep compliance tight.
-70%
-70%
Less time wasted on manual admin
2-3x
2-3x
More capacity for LoAs
+42%
+42%
Faster turnaround times
Trusted by 150+ financial advice firms across the UK
Trusted by 150+ financial advice firms across the UK
Every transfer case is the same grind. Submit an LOA, trawl through the provider pack, chase the information they missed, then key the data into spreadsheets and your CRM. The work is scattered across systems and nobody knows where a case actually sits. The more clients you acquire, the worse it gets. 4admin runs the whole process end-to-end, on the systems you already use, so cases move faster and you get full visibility and control.
Sync
Track
Chase
Validate
Analyse
Submit
What your team gets back
What your team gets back
When 4admin takes away the manual work, there are four things you'll notice first.
Reclaim Hours Lost to Rekeying
Your team trawls through provider packs and rekeys the data across systems. 4admin extracts every field in seconds, so they validate instead of rekey.
Reclaim Hours Lost to Rekeying
Your team trawls 50-page provider packs and rekeys the data. 4admin extracts every field in seconds.
Turnaround Cases Faster, Before Hiring
LoA submission, chasing, analysis and CRM updates run in one workflow. Your team clears more cases a day, handling growth without adding people.
Turnaround Cases Faster, Before Hiring
LoA submission, chasing, analysis and CRM updates run in one workflow. Clear more cases per day.
Full Visibility Into Your Pipeline
Every case is revenue waiting on a provider. 4admin shows where each one sits, who owns it and what's outstanding, so you can keep your pipeline moving.
Full Visibility Into Your Pipeline
4admin shows where each case sits, who owns it and what’s outstanding. So you can keep them moving.
Audit-ready Files, Done For You
Every datapoint is cited, and each case produces a standardised audit trail automatically, so compliant file-checks are built in.
Audit-ready Files, Done For You
Each case produces a standardised audit trail automatically, so compliant file-checks are built in.
Curious how this looks for your firm?
We'll walk you through exactly how 4admin runs on your systems, and how it fits the way your team already works.
Curious how this looks for your firm?
We'll walk you through exactly how 4admin runs on your systems, and how it fits the way your team already works.








Built to Fit Your Workflow
Built to Fit Your Workflow
4admin plugs into the systems your team already uses. Every LOA is submitted, chased and updated through your own domain, phone and CRM, so everything runs inside your existing workflow, not someone else's platform. Now you can automate LOAs without handing the process to an outsourced black box, or ripping apart the way your team already works.
4admin plugs into the systems your team already uses. Every LOA is submitted, chased and updated through your own domain, phone and CRM, so everything runs inside your existing workflow, not someone else's platform. Now you can automate LOAs without handing the process to an outsourced black box, or ripping apart the way your team already works.
4admin plugs into the systems your team already uses. Every LOA is submitted, chased and updated through your own domain, phone and CRM, so everything runs inside your existing workflow, not someone else's platform. Now you can automate LOAs without handing the process to an outsourced black box, or ripping apart the way your team already works.
Enterprise-Grade Security
Built for firms that can't afford to get data protection wrong. Your data sits in UK Microsoft Azure data centres, encrypted in transit and at rest, with enterprise-grade certification and penetration testing.
Built for firms that can't afford to get data protection wrong. Your data sits in UK Microsoft Azure data centres, encrypted in transit and at rest, with enterprise-grade certification and penetration testing.

SOC 2 Compliant
4admin holds SOC 2 Type II certification, giving you independent assurance that our security controls and risk management meet rigorous industry standards.

SOC 2 Compliant
4admin holds SOC 2 Type II certification, giving you independent assurance that our security controls and risk management meet rigorous industry standards.

ISO 27001 Certified
4admin is officially ISO 27001 certified, demonstrating our commitment to robust information security controls, risk management, and continuous improvement.

ISO 27001 Certified
4admin is officially ISO 27001 certified, demonstrating our commitment to robust information security controls, risk management, and continuous improvement.

UK AI models
Our AI models are fine-tuned and deployed exclusively on UK servers, ensuring data never leaves the country. We have never — and never will — use your data to train our models.

UK AI models
Our AI models are fine-tuned and deployed exclusively on UK servers, ensuring data never leaves the country. We have never — and never will — use your data to train our models.

Microsoft Azure Cloud
We host all our services on UK-based secure cloud resources on Microsoft Azure, providing enterprise-grade security and reliability through virtualisation, firewalls and more.

Microsoft Azure Cloud
We host all our services on UK-based secure cloud resources on Microsoft Azure, providing enterprise-grade security and reliability through virtualisation, firewalls and more.
Trusted by Industry
Leading Firms
See how top firms cut bottlenecks, improved team capacity, and sped up their entire LoA workflow using 4Admin’s automation.


How Chase de Vere Freed Up ~630 Admin Hours a Year
630h/yr
Admin Hours Saved
95%
Pension-analysis adoption
474 LoAs
Run through one team


Scaling Pension Operations with 4Admin: How Reeves Independent Doubled Processing Capacity While Cutting Costs
+42%
Faster Turnaround Times
600+
LoAs processed
£57
Saved Per Policy


How PWM Standardised Its LoA Operations by Cutting Processing Time by 65% and Saving 120+ Hours Every Month
65%
Fast Processing
70%
Loa/Week Capacity
120+
Hours Saved/Month


Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
66%
Less Manual Data Entry
3–4×
Faster Case Completion
100%
Verified Outputs via Cross


How Chase de Vere Freed Up ~630 Admin Hours a Year
630h/yr
Admin Hours Saved
95%
Pension-analysis adoption
474 LoAs
Run through one team


Scaling Pension Operations with 4Admin: How Reeves Independent Doubled Processing Capacity While Cutting Costs
+42%
Faster Turnaround Times
600+
LoAs processed
£57
Saved Per Policy


How PWM Standardised Its LoA Operations by Cutting Processing Time by 65% and Saving 120+ Hours Every Month
65%
Fast Processing
70%
Loa/Week Capacity
120+
Hours Saved/Month


Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
66%
Less Manual Data Entry
3–4×
Faster Case Completion
100%
Verified Outputs via Cross


How Chase de Vere Freed Up ~630 Admin Hours a Year
630h/yr
Admin Hours Saved
95%
Pension-analysis adoption
474 LoAs
Run through one team


Scaling Pension Operations with 4Admin: How Reeves Independent Doubled Processing Capacity While Cutting Costs
+42%
Faster Turnaround Times
600+
LoAs processed
£57
Saved Per Policy


How PWM Standardised Its LoA Operations by Cutting Processing Time by 65% and Saving 120+ Hours Every Month
65%
Fast Processing
70%
Loa/Week Capacity
120+
Hours Saved/Month


Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
66%
Less Manual Data Entry
3–4×
Faster Case Completion
100%
Verified Outputs via Cross


How Chase de Vere Freed Up ~630 Admin Hours a Year
630h/yr
Admin Hours Saved
95%
Pension-analysis adoption
474 LoAs
Run through one team


Scaling Pension Operations with 4Admin: How Reeves Independent Doubled Processing Capacity While Cutting Costs
+42%
Faster Turnaround Times
600+
LoAs processed
£57
Saved Per Policy


How PWM Standardised Its LoA Operations by Cutting Processing Time by 65% and Saving 120+ Hours Every Month
65%
Fast Processing
70%
Loa/Week Capacity
120+
Hours Saved/Month


Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
66%
Less Manual Data Entry
3–4×
Faster Case Completion
100%
Verified Outputs via Cross


How Chase de Vere Freed Up ~630 Admin Hours a Year
630h/yr
Admin Hours Saved
95%
Pension-analysis adoption
474 LoAs
Run through one team


Scaling Pension Operations with 4Admin: How Reeves Independent Doubled Processing Capacity While Cutting Costs
+42%
Faster Turnaround Times
600+
LoAs processed
£57
Saved Per Policy


How PWM Standardised Its LoA Operations by Cutting Processing Time by 65% and Saving 120+ Hours Every Month
65%
Fast Processing
70%
Loa/Week Capacity
120+
Hours Saved/Month


Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
66%
Less Manual Data Entry
3–4×
Faster Case Completion
100%
Verified Outputs via Cross


How Chase de Vere Freed Up ~630 Admin Hours a Year
630h/yr
Admin Hours Saved
95%
Pension-analysis adoption
474 LoAs
Run through one team


Scaling Pension Operations with 4Admin: How Reeves Independent Doubled Processing Capacity While Cutting Costs
+42%
Faster Turnaround Times
600+
LoAs processed
£57
Saved Per Policy


How PWM Standardised Its LoA Operations by Cutting Processing Time by 65% and Saving 120+ Hours Every Month
65%
Fast Processing
70%
Loa/Week Capacity
120+
Hours Saved/Month


Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
66%
Less Manual Data Entry
3–4×
Faster Case Completion
100%
Verified Outputs via Cross


How Chase de Vere Freed Up ~630 Admin Hours a Year
630h/yr
Admin Hours Saved
95%
Pension-analysis adoption
474 LoAs
Run through one team


Scaling Pension Operations with 4Admin: How Reeves Independent Doubled Processing Capacity While Cutting Costs
+42%
Faster Turnaround Times
600+
LoAs processed
£57
Saved Per Policy


How PWM Standardised Its LoA Operations by Cutting Processing Time by 65% and Saving 120+ Hours Every Month
65%
Fast Processing
70%
Loa/Week Capacity
120+
Hours Saved/Month


Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
66%
Less Manual Data Entry
3–4×
Faster Case Completion
100%
Verified Outputs via Cross


How Chase de Vere Freed Up ~630 Admin Hours a Year
630h/yr
Admin Hours Saved
95%
Pension-analysis adoption
474 LoAs
Run through one team


Scaling Pension Operations with 4Admin: How Reeves Independent Doubled Processing Capacity While Cutting Costs
+42%
Faster Turnaround Times
600+
LoAs processed
£57
Saved Per Policy


How PWM Standardised Its LoA Operations by Cutting Processing Time by 65% and Saving 120+ Hours Every Month
65%
Fast Processing
70%
Loa/Week Capacity
120+
Hours Saved/Month


Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
66%
Less Manual Data Entry
3–4×
Faster Case Completion
100%
Verified Outputs via Cross
What our clients say
What our clients say
What support teams say about using 4admin day to day.
massively reduced our timescales
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn’t hesitate to recommend 4admin to anyone!

Frankie Hayes
Director @ First Service Financial
revolutionised our LOA process
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.

Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
4admin has greatly increased our efficiency levels
4Admin has greatly increased our efficiency levels in collecting information for our client’s plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.

Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4admin has been easy to use for all
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy for all to use. We look forward to continuing to benefit from the developments that this fast-improving resource is providing

Frances Kemp
Director of Business Services @ SG Wealth Management
massively reduced our timescales
4admin’s LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.

Debbie Condon
Director @ Intuitive Support Services
massively reduced our timescales
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn’t hesitate to recommend 4admin to anyone!

Frankie Hayes
Director @ First Service Financial
revolutionised our LOA process
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.

Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
4admin has greatly increased our efficiency levels
4Admin has greatly increased our efficiency levels in collecting information for our client’s plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.

Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4admin has been easy to use for all
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy for all to use. We look forward to continuing to benefit from the developments that this fast-improving resource is providing

Frances Kemp
Director of Business Services @ SG Wealth Management
massively reduced our timescales
4admin’s LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.

Debbie Condon
Director @ Intuitive Support Services
revolutionised our LOA process
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PP’s were spending more time on admin and data gathering than we’d like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.

Naina Kingston
Director @ Vantage Admin
90 minutes to just 90 seconds
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!

Amy Harris
Head of Client Services @ Cavendish Ware
solution has significantly streamlined our workflow.
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran’s dedication to understanding our needs and providing tailored support has been exceptional.

Robert McLeneghen
Paraplanner @ Intelligent Pensions
a major gamechanger for me
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.

Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
increased both efficiency and overall productivity
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. so much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function."

Heather Wiltshire
Head of Client Support @ Canter Holland
revolutionised our LOA process
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PP’s were spending more time on admin and data gathering than we’d like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.

Naina Kingston
Director @ Vantage Admin
90 minutes to just 90 seconds
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!

Amy Harris
Head of Client Services @ Cavendish Ware
solution has significantly streamlined our workflow.
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran’s dedication to understanding our needs and providing tailored support has been exceptional.

Robert McLeneghen
Paraplanner @ Intelligent Pensions
a major gamechanger for me
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.

Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
increased both efficiency and overall productivity
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. so much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function."

Heather Wiltshire
Head of Client Support @ Canter Holland
Frequently Asked Questions
Frequently Asked Questions
If you have any other questions, please don't hesitate to contact us at support@4admin.co.uk.
If you have any other questions, please don't hesitate to contact us at support@4admin.co.uk.
Do providers see LOA’s as coming from 4admin?
No. 4admin is an automation layer on top of our client’s own infrastructure. Submissions go from the firm so providers only have your firm on record, not 4admin.
Do we need a dual-branded or 4admin LOA?
Can 4admin handle password-protected documents?
How do we get notified of progress?
What’s the pricing model?
Run your entire LOA process in one place
Submission, chasing, analysis and CRM updates in one workflow, on the systems you already use.

Run your entire LOA process in one place
Submission, chasing, analysis and CRM updates in one workflow, on the systems you already use.

Run your entire LOA process in one place
Submission, chasing, analysis and CRM updates in one workflow, on the systems you already use.






