Supercharge Your Back-Office with AI
Supercharge Your Back-Office with AI
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
Streamline your LoA Workflow with AI
Streamline your LoA Workflow with AI
Streamline your LoA Workflow with AI
Tracking and analysing LoAs is time-consuming. Unlock your team's capacity by automating data extraction, information requests, checklists, filenotes and CRM updates with AI.
Tracking and analysing LoAs is time-consuming. Unlock your team's capacity by automating data extraction, information requests, checklists, filenotes and CRM updates with AI.
Cut LoA analysis from 90 minutes to 90 seconds
Say goodbye to trawling through pages of provider information only to find 50% of what you need is missing.
Cut LoA analysis from 90 minutes to 90 seconds
Say goodbye to trawling through pages of provider information only to find 50% of what you need is missing.
Cut LoA analysis from 90 minutes to 90 seconds
Say goodbye to trawling through pages of provider information only to find 50% of what you need is missing.
Seamless Integrations
Fits directly into your existing tech stack. Boost productivity with our seamless back office integrations.
Seamless Integrations
Fits directly into your existing tech stack. Boost productivity with our seamless back office integrations.
Seamless Integrations
Fits directly into your existing tech stack. Boost productivity with our seamless back office integrations.
Spend days, not weeks
Automate policy analysis, additional information requests and CRM updates. 4admin does the heavy lifting for you.
Spend days, not weeks
Automate policy analysis, additional information requests and CRM updates. 4admin does the heavy lifting for you.
Spend days, not weeks
Automate policy analysis, additional information requests and CRM updates. 4admin does the heavy lifting for you.
Contact providers in-app
Call or email providers directly from 4admin. Calls are automatically transcribed, summarised with AI and filenotes generated.
Contact providers in-app
Call or email providers directly from 4admin. Calls are automatically transcribed, summarised with AI and filenotes generated.
Contact providers in-app
Call or email providers directly from 4admin. Calls are automatically transcribed, summarised with AI and filenotes generated.
From Provider Packs to CRM in Minutes
From Provider Packs to CRM in Minutes
From Provider Packs to CRM in Minutes
A simple 3-step process to analyse LoA information and use the data
A simple 3-step process to analyse LoA information and use the data

Upload
Drag and drop provider information for AI to process

Upload
Drag and drop provider information for AI to process

Upload
Drag and drop provider information for AI to process

Automate
AI automates data extraction, chasing missing information

Automate
AI automates data extraction, chasing missing information

Automate
AI automates data extraction, chasing missing information

Sync
Generate summaries and sync data into your CRM

Sync
Generate summaries and sync data into your CRM

Sync
Generate summaries and sync data into your CRM
Gathering and analysing information from providers is a slow process, fragmented across multiple systems. Support staff manually carry the load, without purpose-built tools. 4admin is the workflow layer that integrates their existing systems, automating the routine data work that kills momentum, without forcing firms to replace their existing tech stack.
x
Process automated
x
Process automated
x
Process automated
+
Firms onboarded
+
Firms onboarded
+
Firms onboarded
+
Hours saved
+
Hours saved
+
Hours saved
Data Integrity
Growth
LoAs
Operations
Automation
Faster workflow








Built to Fit Your Workflow
Built to Fit Your Workflow
Built to Fit Your Workflow
4admin connects with the tools you already use. Policy data flows between your existing systems without copying and pasting, leaving fewer gaps in records. Helping your support team work faster, with cleaner data and fewer mistakes from day one.
4admin connects with the tools you already use. Policy data flows between your existing systems without copying and pasting, leaving fewer gaps in records. Helping your support team work faster, with cleaner data and fewer mistakes from day one.
4admin connects with the tools you already use. Policy data flows between your existing systems without copying and pasting, leaving fewer gaps in records. Helping your support team work faster, with cleaner data and fewer mistakes from day one.
Trusted by Industry
Leading Firms
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.
See how top firms cut bottlenecks, improved team capacity, and sped up their entire LoA workflow using 4Admin’s automation.


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


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


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


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


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


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


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


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


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
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
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
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
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.
Is there a free trial available?
Yes, we offer a 14-day free trial that gives you full access to 4admin. To access the free trial, please book a demo with us below.
How does 4admin handle client data?
Why use 4admin instead of ChatGPT/Copilot?
Is 4admin's analysis reliable?
Can I integrate my existing tools into 4admin?
How does 4admin save my firm time?
Is there a free trial available?
Yes, we offer a 14-day free trial that gives you full access to 4admin. To access the free trial, please book a demo with us below.
How does 4admin handle client data?
Why use 4admin instead of ChatGPT/Copilot?
Is 4admin's analysis reliable?
Can I integrate my existing tools into 4admin?
How does 4admin save my firm time?
Privacy is our Priority
We've built 4admin with security and privacy at its core, ensuring client data remains protected at every step.

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.

User-driven data control
Take full control of your data with our user-driven data-wiping capabilities. You decide what data to keep and what to remove. Policies are automatically deleted if not viewed or modified for 9 months.

Cyber Essentials Plus
We're proud to be Cyber Essentials Plus certified, demonstrating our commitment to cybersecurity best practices.
Privacy is our Priority
We've built 4admin with security and privacy at its core, ensuring client data remains protected at every step.

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.

User-driven data control
Take full control of your data with our user-driven data-wiping capabilities. You decide what data to keep and what to remove. Policies are automatically deleted if not viewed or modified for 9 months.

Cyber Essentials Plus
We're proud to be Cyber Essentials Plus certified, demonstrating our commitment to cybersecurity best practices.
Privacy is our Priority
We've built 4admin with security and privacy at its core, ensuring client data remains protected at every step.

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.

User-driven data control
Take full control of your data with our user-driven data-wiping capabilities. You decide what data to keep and what to remove. Policies are automatically deleted if not viewed or modified for 9 months.

Cyber Essentials Plus
We're proud to be Cyber Essentials Plus certified, demonstrating our commitment to cybersecurity best practices.
Transform how your firm handles LoAs
Automate the slow steps, cut admin time, and keep every case moving.

Transform how your firm handles LoAs
Automate the slow steps, cut admin time, and keep every case moving.

Transform how your firm handles LoAs
Automate the slow steps, cut admin time, and keep every case moving.






