Transforming

Financial Advice

Together

No card required

We're here to help streamline the LOA process, optimise turnaround times and enhance compliance with AI purpose-built for the financial advice back office.

Transforming

Financial Advice

Together

No card required

We're here to help streamline the LOA process, optimise turnaround times and enhance compliance with AI purpose-built for the financial advice back office.

Trusted by the industry's leading organisations...

Trusted by the industry's leading organisations...

Support Staff Can Now Spend Up To 86% Less Time Reading Policy Documents

Analysing provider packs is time-consuming. Unlock capacity and slash LOA turnaround times by automating data extraction, generating checklists and updating the CRM with one click!

3000+

Hours saved

7.4k

Policies analysed

100+

Subscribing firms

How does it work?

  • 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.

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

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

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

How does it work?

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

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

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

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

READY TO GIVE US A TRY?

Get Started for Free Today!

Kickstart your journey with 3 free policy checklists, no credit card required.

Testimonials

"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

"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

"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

"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

"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 truly exceeded my expectations"

4Admin has transformed the data gathering process making everything far more efficient and streamlined. We've saved countless hours reading policy documents and typing notes, allowing us to improve turnaround times and provide a better experience for clients. I’m thoroughly impressed and can’t imagine going back to the old way of doing things. Highly recommended!

Alexandra Varley

Paraplanner @ Simpson-Wood

"makes a tiresome process a quick task"

4Admin has helped transform how we complete data gathering. Not only has it helped save a significant amount of time, it also identifies gaps and streamlines the process of going back to the provider to get the missing answers. 4Admin has helped my productivity soar. I can’t recommend this software enough for anyone looking to enhance their efficiency!

Lauren Turner

Paraplanner @ TFP

"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

"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

"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

"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

"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

Got questions?

How does 4admin handle client data?

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.

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.

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.

Who can benefit from 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.

© 2024 4admin Ltd - Registered in England and Wales, with registered offices at 71-75 Shelton Street, Convent Garden, London, WC2H 9JQ