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. 

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Data Integrity

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Growth

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LoAs

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Automation

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Faster workflow

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Integration Logo

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.

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

  • 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

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

    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

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

  • 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.

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.

Dashboard

Transform how your firm handles LoAs

Automate the slow steps, cut admin time, and keep every case moving.

Dashboard

Transform how your firm handles LoAs

Automate the slow steps, cut admin time, and keep every case moving.

Dashboard