Supercharge Your Back-Office with AI
Enterprise Ready Transfer Business Automation for Financial Advice
Handle more work with clear visibility and complete operational control.
4admin provides the infrastructure to automate transfer and replacement operations safely at scale, with clear ownership, built-in governance, and audit-ready records. Designed to remove slow, manual admin by centralising workflows, data, and reporting in one platform.
Trusted by 150+ financial advice firms across the UK
Trusted by 150+ financial advice firms across the UK
Enterprise and mid-market advice firms use 4admin as operational infrastructure to improve visibility, shorten turnaround times and reduce costs without adding headcount.
Why Enterprise Firms Are Rethinking Transfer & Replacement Operations
Enterprise firms run high volumes of transfer and replacement activity, yet many still rely on manual tracking and disconnected systems to manage it.
Transfer Operations Create Risk at Scale
Transfer and replacement business is managed across disconnected systems. As scale increases, small delays turn into structural risk, and compliant workflows are harder to maintain.
Even when teams are working at full capacity, visibility drops, handovers get messy, and cases take longer - increasing risk exposure across regulated financial advice operations.
Purpose built Transfer Infrastructure Restores Control
4admin provides a governance-driven workspace for transfer and replacement operations. Work moves through structured, auditable workflows with clear ownership and traceable activity.
Teams gain a single operational view to handle higher volumes, spending less time on admin and reducing risk - without adding extra headcount.
Our Process
How 4admin Enables Enterprise Ready Transfer Operations
4admin brings transfer and replacement operations into a single controlled operational layer, designed for regulated environments.
Effortlessly connect with your favorite tools. Whether it's your CRM, email marketing platform.
Step 1
Centralise Transfer Infrastructure
Manage transfer requests, product analysis, follow-ups and CRM updates in one auditable workflow, instead of scattered inboxes or shadow spreadsheets.
Step 1
Centralise Transfer Infrastructure
Manage transfer requests, product analysis, follow-ups and CRM updates in one auditable workflow, instead of scattered inboxes or shadow spreadsheets.
Step 1
Centralise Transfer Infrastructure
Manage transfer requests, product analysis, follow-ups and CRM updates in one auditable workflow, instead of scattered inboxes or shadow spreadsheets.
Step 2
Define Clear Ownership
Every transfer has accountable ownership at each stage, with built-in handover mechanisms to minimise costly back and forth between support and advice teams.
Step 2
Define Clear Ownership
Every transfer has accountable ownership at each stage, with built-in handover mechanisms to minimise costly back and forth between support and advice teams.
Step 2
Define Clear Ownership
Every transfer has accountable ownership at each stage, with built-in handover mechanisms to minimise costly back and forth between support and advice teams.
Step 3
Maintain Visibility at Scale
Leadership and operations teams share real-time visibility across all transfer activity, supporting forecasting and resourcing decisions.
Step 3
Maintain Visibility at Scale
Leadership and operations teams share real-time visibility across all transfer activity, supporting forecasting and resourcing decisions.
Step 3
Maintain Visibility at Scale
Leadership and operations teams share real-time visibility across all transfer activity, supporting forecasting and resourcing decisions.
Step 4
Embed Governance Controls
4admin AI handles the heavy lifting, with outputs explained by source citations and confidence levels. Human approvals, checkpoints, and traceable actions are built directly into the workflow.
Step 4
Embed Governance Controls
4admin AI handles the heavy lifting, with outputs explained by source citations and confidence levels. Human approvals, checkpoints, and traceable actions are built directly into the workflow.
Step 4
Embed Governance Controls
4admin AI handles the heavy lifting, with outputs explained by source citations and confidence levels. Human approvals, checkpoints, and traceable actions are built directly into the workflow.
Core Benefits for Enterprise Operations Teams
Core Benefits for Enterprise Operations Teams
Core Benefits for Enterprise Operations Teams
Run transfer and replacement operations with efficiency, predictability, and audit confidence.
Run transfer and replacement operations with efficiency, predictability, and audit confidence.
Scale Volumes Without Hiring
Increase transfer volumes without breaking controls or creating operational chaos. Handle more work with the same team, growing output without growing headcount.
Scale Volumes Without Hiring
Increase transfer volumes without breaking controls or creating operational chaos. Handle more work with the same team, growing output without growing headcount.
Scale Volumes Without Hiring
Increase transfer volumes without breaking controls or creating operational chaos. Handle more work with the same team, growing output without growing headcount.
Compliance-first Workflow
Approvals, checkpoints, citations, and handoffs are built directly into the workflow, with evidence automatically recorded for a clear audit trail.
Compliance-first Workflow
Approvals, checkpoints, citations, and handoffs are built directly into the workflow, with evidence automatically recorded for a clear audit trail.
Compliance-first Workflow
Approvals, checkpoints, citations, and handoffs are built directly into the workflow, with evidence automatically recorded for a clear audit trail.
Standardised, Repeatable Processes
Transfer cases follow the same automated, controlled process every time. Built to facilitate high-volume transfer operations with stability and scalability.
Standardised, Repeatable Processes
Transfer cases follow the same automated, controlled process every time. Built to facilitate high-volume transfer operations with stability and scalability.
Standardised, Repeatable Processes
Transfer cases follow the same automated, controlled process every time. Built to facilitate high-volume transfer operations with stability and scalability.
Role-Based Visibility
Clear permissions and ownership ensure the right people act at the right stage. Track progress in real time and spot bottlenecks early with oversight from operations, compliance, and leadership teams.
Role-Based Visibility
Clear permissions and ownership ensure the right people act at the right stage. Track progress in real time and spot bottlenecks early with oversight from operations, compliance, and leadership teams.
Role-Based Visibility
Clear permissions and ownership ensure the right people act at the right stage. Track progress in real time and spot bottlenecks early with oversight from operations, compliance, and leadership teams.
Enterprise Transfer & Replacement Automation Use Cases
4admin supports enterprise and mid-market firms across regulated financial advice operations.
Enterprise Infrastructure
Manage high-volume transfer and replacement activity centrally.
Enterprise Infrastructure
Manage high-volume transfer and replacement activity centrally.
Enterprise Infrastructure
Manage high-volume transfer and replacement activity centrally.
Scalable Workflow
Support growth without adding additional headcount.
Scalable Workflow
Support growth without adding additional headcount.
Scalable Workflow
Support growth without adding additional headcount.
Centralised Visibility
Give ops and leadership a single real-time view of transfer progress, bottlenecks, and workload capacity.
Centralised Visibility
Give ops and leadership a single real-time view of transfer progress, bottlenecks, and workload capacity.
Centralised Visibility
Give ops and leadership a single real-time view of transfer progress, bottlenecks, and workload capacity.
Risk Management
Reduce compliance gaps and manual dependencies.
Risk Management
Reduce compliance gaps and manual dependencies.
Risk Management
Reduce compliance gaps and manual dependencies.
Compliance Capture
Automatically record actions, decisions, and source
Compliance Capture
Automatically record actions, decisions, and source
Compliance Capture
Automatically record actions, decisions, and source
Standardised Processes:
Run every case through the same controlled path to improve predictability and reduce variation at scale.
Standardised Processes:
Run every case through the same controlled path to improve predictability and reduce variation at scale.
Standardised Processes:
Run every case through the same controlled path to improve predictability and reduce variation at scale.
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
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
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
Enterprise Grade Security
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.
ISO 27001 Certified
4admin is officially ISO 27001 certified, demonstrating our commitment to robust information security controls, risk management, and continuous improvement.
Cyber Essentials Plus
We're proud to be Cyber Essentials Plus certified, showing our commitment to cybersecurity best practices. Rest assured your data is safe and secure.
Enterprise Grade Security
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.
ISO 27001 Certified
4admin is officially ISO 27001 certified, demonstrating our commitment to robust information security controls, risk management, and continuous improvement.
Cyber Essentials Plus
We're proud to be Cyber Essentials Plus certified, showing our commitment to cybersecurity best practices. Rest assured your data is safe and secure.
Enterprise Grade Security
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.
ISO 27001 Certified
4admin is officially ISO 27001 certified, demonstrating our commitment to robust information security controls, risk management, and continuous improvement.
Cyber Essentials Plus
We're proud to be Cyber Essentials Plus certified, showing our commitment to cybersecurity best practices. Rest assured your data is safe and secure.
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
x
Process automated
x
Process automated
+
Firms onboarded
+
Firms onboarded
+
Hours saved
+
Hours saved
Data Integrity
Growth
LoAs
Operations
Automation
Faster workflow
Ready to Run Transfer Operations with Confidence?
See how 4admin helps advice firms bring transfer and replacement operations into one governed workflow with clear visibility and audit-ready control.
Ready to Run Transfer Operations with Confidence?
See how 4admin helps advice firms bring transfer and replacement operations into one governed workflow with clear visibility and audit-ready control.
Ready to Run Transfer Operations with Confidence?
See how 4admin helps advice firms bring transfer and replacement operations into one governed workflow with clear visibility and audit-ready control.
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.