Supercharge Your Back-Office with AI
AI Software for Financial Advisers
Automate LoAs. Remove admin bottlenecks. Move cases faster.
AI software built for financial advice firms to remove slow, manual admin work. Automate Letters of Authority (LoA) and back-office workflows, helping advisers and support teams save time, improve accuracy, and stay compliant.
Trusted by 150+ financial advice firms across the UK
Trusted by 150+ financial advice firms across the UK
From growing advice firms to established practices, 4admin is trusted by over 150 UK financial advice firms to reduce admin time, improve data accuracy, and increase operational capacity without hiring.
Why AI Matters for Modern Financial Advice Firms
Financial advisers spend too much time on admin that doesn’t generate revenue, and not enough time advising clients.
Financial Advice Firms Lose Too Much Time on Manual Admin
Advice teams spend hours opening provider packs, hunting for key details, and re-entering the same information into their CRM. LoA data arrives in different formats, spread across PDFs, emails, and portals, and it’s often incomplete.
As a result, cases stall, turnaround times increase, and advisers and paraplanners spend more time on admin instead of client-facing work.
4admin AI Software Automates Adviser Workflows Faster
4admin AI software removes all the manual workload behind LoAs. It automatically extracts data, flags missing information, generates summaries, and syncs everything into your CRM.
Your team works with clean, structured data delivering faster turnaround times, fewer mistakes, and more time focused on advice instead of paperwork.
Our Process
How 4admin AI Software Works
4admin uses a simple 3 step workflow to analyse LoA information, handle follow-ups, and keep your records up to date.
Effortlessly connect with your favorite tools. Whether it's your CRM, email marketing platform.
Step 1
Upload Provider Documents
Upload provider packs and LoA documents for AI to process.
Step 1
Upload Provider Documents
Upload provider packs and LoA documents for AI to process.
Step 1
Upload Provider Documents
Upload provider packs and LoA documents for AI to process.
Step 2
Analyse, Validate & Chase
AI extracts policy data, highlights missing information, supports validation, and generates provider follow-ups.
Step 2
Analyse, Validate & Chase
AI extracts policy data, highlights missing information, supports validation, and generates provider follow-ups.
Step 2
Analyse, Validate & Chase
AI extracts policy data, highlights missing information, supports validation, and generates provider follow-ups.
Step 3
Sync to CRM
Create summaries, log calls and emails, and push clean data and documents into your CRM.
Step 3
Sync to CRM
Create summaries, log calls and emails, and push clean data and documents into your CRM.
Step 3
Sync to CRM
Create summaries, log calls and emails, and push clean data and documents into your CRM.
What 4admin’s AI Can Do for Your Firm
What 4admin’s AI Can Do for Your Firm
What 4admin’s AI Can Do for Your Firm
From LoA analysis to CRM updates, 4admin’s AI removes repetitive admin, standardises workflows, and gives advisers faster, cleaner data to work with every day across firms.
From LoA analysis to CRM updates, 4admin’s AI removes repetitive admin, standardises workflows, and gives advisers faster, cleaner data to work with every day across firms.
LoA Analysis
Turn complex provider packs into clear, structured summaries in seconds.
LoA Analysis
Turn complex provider packs into clear, structured summaries in seconds.
LoA Analysis
Turn complex provider packs into clear, structured summaries in seconds.
Missing Information Chasing
Automatically identify what’s missing and generate follow-ups without manual effort.
Missing Information Chasing
Automatically identify what’s missing and generate follow-ups without manual effort.
Missing Information Chasing
Automatically identify what’s missing and generate follow-ups without manual effort.
CRM Updates
Eliminate copy-and-paste by syncing structured data into your CRM.
CRM Updates
Eliminate copy-and-paste by syncing structured data into your CRM.
CRM Updates
Eliminate copy-and-paste by syncing structured data into your CRM.
Provider Communication
Call or email providers from 4admin. Calls are transcribed and summarised with AI to help generate filenotes and records.
Provider Communication
Call or email providers from 4admin. Calls are transcribed and summarised with AI to help generate filenotes and records.
Provider Communication
Call or email providers from 4admin. Calls are transcribed and summarised with AI to help generate filenotes and records.
Why Financial Advisers Choose 4admin AI Software
Advisers choose 4admin Al software to transform slow LoA tasks into fast, seamless workflows.
Cut LoA Processing from Hours to Minutes
Reduce LoA analysis from 90 minutes to 90 seconds.
Increase Capacity Without Hiring
Process more cases with the same team by removing repetitive admin.
Improve Accuracy and Consistency
Standardised, auditable workflows ensure every policy is analysed the same way.
Fits Your Existing Tech Stack
Integrates with adviser CRMs and back-office systems. No rip-and-replace.
Why Financial Advisers Choose 4admin AI Software
Advisers choose 4admin Al software to transform slow LoA tasks into fast, seamless workflows.
Cut LoA Processing from Hours to Minutes
Reduce LoA analysis from 90 minutes to 90 seconds.
Increase Capacity Without Hiring
Process more cases with the same team by removing repetitive admin.
Improve Accuracy and Consistency
Standardised, auditable workflows ensure every policy is analysed the same way.
Fits Your Existing Tech Stack
Integrates with adviser CRMs and back-office systems. No rip-and-replace.
Why Financial Advisers Choose 4admin AI Software
Advisers choose 4admin Al software to transform slow LoA tasks into fast, seamless workflows.
Cut LoA Processing from Hours to Minutes
Reduce LoA analysis from 90 minutes to 90 seconds.
Increase Capacity Without Hiring
Process more cases with the same team by removing repetitive admin.
Improve Accuracy and Consistency
Standardised, auditable workflows ensure every policy is analysed the same way.
Fits Your Existing Tech Stack
Integrates with adviser CRMs and back-office systems. No rip-and-replace.
How Financial Advice Firms Use 4admin Day to Day
4admin applies AI automation to the most time consuming admin tasks in financial advice.
Letters of Authority Automation
Process high volumes of LoAs quickly and consistently.
Letters of Authority Automation
Process high volumes of LoAs quickly and consistently.
Letters of Authority Automation
Process high volumes of LoAs quickly and consistently.
Back-office Workflow Automation
Automate admin across reviews, transfers, servicing, and provider requests.
Back-office Workflow Automation
Automate admin across reviews, transfers, servicing, and provider requests.
Back-office Workflow Automation
Automate admin across reviews, transfers, servicing, and provider requests.
Pension Transfers and Reviews
Extract policy data in seconds so advisers can focus on client conversations.
Pension Transfers and Reviews
Extract policy data in seconds so advisers can focus on client conversations.
Pension Transfers and Reviews
Extract policy data in seconds so advisers can focus on client conversations.
Centralized LoA Handling
Standardise processing with shared workflows, visibility, and accountability.
Centralized LoA Handling
Standardise processing with shared workflows, visibility, and accountability.
Centralized LoA Handling
Standardise processing with shared workflows, visibility, and accountability.
Admin & Paraplanner Support
Remove repetitive data entry, so support teams focus on higher-value client work.
Admin & Paraplanner Support
Remove repetitive data entry, so support teams focus on higher-value client work.
Admin & Paraplanner Support
Remove repetitive data entry, so support teams focus on higher-value client work.
Scaling Advice Firms
Handle growth without adding staff, proven in firms processing 600+ LoAs per month.
Scaling Advice Firms
Handle growth without adding staff, proven in firms processing 600+ LoAs per month.
Scaling Advice Firms
Handle growth without adding staff, proven in firms processing 600+ LoAs per month.
Proven Results from Advice Firms Like Yours
Proven Results from Advice Firms Like Yours
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.
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
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
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
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
Ready to boost productivity and save time?
See how 4admin uses AI to automate LoA processing, improve accuracy, and help your firm handle more cases without hiring.
Ready to boost productivity and save time?
See how 4admin uses AI to automate LoA processing, improve accuracy, and help your firm handle more cases without hiring.
Ready to boost productivity and save time?
See how 4admin uses AI to automate LoA processing, improve accuracy, and help your firm handle more cases without hiring.
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.