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Transforming Financial Advice Together
Streamline the Letter Of Authority process with AI purpose-built for the financial advice back office.
Wealth's Admin-Focused AI Tool
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 ⬇️
+ many, many more…
How we do it…
Is Your Business Ready To Take Advantage Of AI?
Find out with our free guide
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.
Improve Compliance
Go from doing to checking. Immediately see what information you're missing, eliminate manual errors and avoid lengthy processing delays.
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.
We prioritise security
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.
Advisors
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.
Trusted Partners
Jigsaw Tree is a fintech consultancy, technology support and outsourcing company specialising in collaborating with financial advice firms, enhancing business effectiveness and efficiency through Digital Transformation, Consultancy, Operational Support, Technology Support and more.
Email: hello@jigsawtree.com
Intuitive Support are a team of 22 experienced administrators, who have been supporting financial advice firms with their administration requirements since 2014. Their 'LOA Submission Guide' helps hundreds of advice firms reduce letter of authority turnaround times.
Email: info@intuitivesupportservices.com​
Microsoft For Startups Founders Hub Partnership
4admin is proud to partner with Microsoft for Startups!

1

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

2

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

3

Streamlined integration
Onboard easily with seamless integrations to your everyday applications

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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71-75 Shelton Street, Convent Garden, London, WC2H 9JQ