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How we do it…

Analysing scheme documents is time-consuming, clunky and repetitive. Trawling through pages of provider information and re-typing data from one place to another.

How can we automate this process and get results like this ⬇️

Wealth's Admin-Focused AI Tool

Zero Data Retention

 After one-off analysis, all data is immediately wiped in full. 

GDPR Compliant

Built on Microsoft Azure, all our resources and deployments are UK-based.

Don't train AI on your data

We never use client data to train our AI models.

Fully encrypted

Client data is always encrypted, both in transit and at rest.

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We prioritise security 

+ many, many more…

Spend less time on non-advisory tasks and concentrate on building relationships, not drowning in product-level paperwork.

Administrators

Boost efficiency and reduce turnaround times with a one-click automation that does scheme analysis in minutes, not hours.

Paraplanners

Grow capacity and resolve cases 2-3x faster by focussing your time on writing, not reading through pages of policy information.

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 Advisors

Transforming           Financial Advice 

Only spend time and energy doing work you love   Together

Streamline the Letter Of Authority process with AI purpose-built                                                                      for the financial advice back office. 

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Transforming Financial Advice Together

 

Find out with our free guide

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Is Your Business Ready To Take Advantage Of AI?

4admin is proud to partner with Microsoft for Startups!

Unparalleled Data Security

Safeguard client data with over £1bn spent on cybersecurity annually

Leading technologies

Get frontline access to industry leading technologies with cutting-edge R&D

Streamlined integration

Onboard easily with seamless integrations to your everyday applications

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Microsoft For Startups Founders Hub Partnership 

Go from doing to checking. Immediately see what information you're missing, eliminate manual errors and avoid lengthy processing delays. 

Effortless Analysis

Spend 86% less time reading policy documents with 4admin. Our AI-powered tool securely analyses clients' plans at the click of a button, taking minutes, not hours.

Human-In-The-Loop 

Stay in control with a simple interface for human supervision. Seamlessly review, approve and amend after our AI does the heavy lifting.



Reallocate Time

Save hours per week and release your team to focus on higher value tasks, such as increasing 1:1 client service.

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Improve Compliance

Frequently asked questions

What is 4admin?

4admin is an AI-powered document analysis tool, purpose-built for the financial advice industry. We use cutting edge AI to automate the analysis of pension and investment policy documents, so you can say goodbye to this repetitive task forever.

How does 4admin comply with GDPR?

All of our resources and deployments are UK-based and through our partnership with Microsoft For Startups we leverage enterprise-grade cybersecurity and data encryption measures. 

Our Terms and Conditions also detail our Zero Data Retention Policy, which goes above and beyond the GDPR's 'Right to be forgotten' principle.

Is 4admin's analysis reliable?

We use the world's most advanced AI models and a significant set of refinements for product-level policy documents. However,  AI isn't 100% accurate and it's analyses should always be checked. 

To do this as efficiently as possible we built a seamless interface for people to work alongside our AI, making sure professional knowledge stays front and centre of the process.

Why use 4admin instead of generic AI tools? 

Generic AI tools like ChatGPT and CoPilot aren't sufficient for complex, regulated industries like ours. 4admin provides a more accurate and compliant solution. Our approach prioritises domain-specific knowledge and enhanced data security measures.

Who can benefit from using 4admin?

Our user-base is made up of advice firms, outsourced support services, paraplanners, networks and groups. Any firm responsible for analysing pension and investment policy documents can benefit from using 4admin.





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