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. 

Shape

Sync

Shape

Track

Shape

Chase

Shape

Validate

Shape

Analyse

Shape

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.

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Integration Logo

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.

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!

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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!

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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!

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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!

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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.

    A young woman with long brown hair smiles warmly against a green background, dressed in a black jacket and white shirt.

    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

    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.

Dashboard

Run your entire LOA process in one place

Submission, chasing, analysis and CRM updates in one workflow, on the systems you already use.

Dashboard

Run your entire LOA process in one place

Submission, chasing, analysis and CRM updates in one workflow, on the systems you already use.

Dashboard