Supercharge Your Back-Office with AI
Letter of Authority Automation That Scales with Your Firm
Reduce LoA turnaround times without manual reading, chasing, or re-keying. Automate Letters of Authority (LoA) end to end, from provider packs landing in your inbox to clean, verified data in your CRM.
Trusted by 150+ financial advice firms across the UK
Trusted by 150+ financial advice firms across the UK
Operations teams, administrators, and advisers rely on 4admin to remove LoA bottlenecks, improve accuracy,
and scale processing without adding headcount.
Why Letter of Authority Automation Matters
Why Letter of Authority Automation Matters
Manual LoA processing quietly drains time, capacity, and margins across advice firms.
Manual LoA processing quietly drains time, capacity, and margins across advice firms.
Manual LoA processing quietly drains time, capacity, and margins across advice firms.
Manual LoA Work No Longer Scales
As firms grow, LoA volumes outspace team capacity. Admin teams spend hours reading long provider packs, re-keying the same data across systems, chasing missing details, and manually updating advisers on LoA progress.
The result is slower turnaround times, higher costs per case, and advisers pulled away from client-facing work.
LoA Automation Removes the Manual Bottleneck
4admin removes the manual effort behind Letters of Authority. Provider packs are analysed automatically. Key policy data is extracted, checked, and structured. Missing information is flagged early.
Teams move faster with fewer handoffs and clearer data.
Our Process
How 4admin Automates the LoA Workflow
4admin uses a simple workflow to process Letters of Authority faster, with less manual effort and cleaner records.
Effortlessly connect with your favorite tools. Whether it's your CRM, email marketing platform.
Stage 1
Analyze Provider Packs
Upload a provider pack and extract policy details, charges, funds, valuations, and contribution history in minutes.
Upload
Minutes
Stage 1
Analyze Provider Packs
Upload a provider pack and extract policy details, charges, funds, valuations, and contribution history in minutes.
Upload
Minutes
Stage 1
Analyze Provider Packs
Upload a provider pack and extract policy details, charges, funds, valuations, and contribution history in minutes.
Upload
Minutes
Stage 2
Validate Data
Review extracted data in one screen with page citations and highlights linked to the source.
Review Data
Highlight Link
Stage 2
Validate Data
Review extracted data in one screen with page citations and highlights linked to the source.
Review Data
Highlight Link
Stage 2
Validate Data
Review extracted data in one screen with page citations and highlights linked to the source.
Review Data
Highlight Link
Stage 3
Identify Missing Information
Missing details are flagged instantly, with clear prompts to request the remaining information from providers.
Review Data
Highlight Link
Stage 3
Identify Missing Information
Missing details are flagged instantly, with clear prompts to request the remaining information from providers.
Review Data
Highlight Link
Stage 3
Identify Missing Information
Missing details are flagged instantly, with clear prompts to request the remaining information from providers.
Review Data
Highlight Link
Stage 4
Chase Providers
Send auto-generated emails or make logged calls using accurate provider contact data.
Review Data
Highlight Link
Stage 4
Chase Providers
Send auto-generated emails or make logged calls using accurate provider contact data.
Review Data
Highlight Link
Stage 4
Chase Providers
Send auto-generated emails or make logged calls using accurate provider contact data.
Review Data
Highlight Link
Stage 5
Generate Outputs
Policy summaries, checklists, and file notes are generated automatically and consistently.
Review Data
Highlight Link
Stage 5
Generate Outputs
Policy summaries, checklists, and file notes are generated automatically and consistently.
Review Data
Highlight Link
Stage 5
Generate Outputs
Policy summaries, checklists, and file notes are generated automatically and consistently.
Review Data
Highlight Link
Stage 6
Sync to Your CRM
Push clean LoA data and documents into your CRM with one click.
Ongoing Support
Documentation
Stage 6
Sync to Your CRM
Push clean LoA data and documents into your CRM with one click.
Ongoing Support
Documentation
Stage 6
Sync to Your CRM
Push clean LoA data and documents into your CRM with one click.
Ongoing Support
Documentation
Core Benefits of LoA Automation with 4admin
Core Benefits of LoA Automation with 4admin
Core Benefits of LoA Automation with 4admin
Automate LoA processing, reduce errors, and free up your team to focus on higher-value work.
Automate LoA processing, reduce errors, and free up your team to focus on higher-value work.
Reduce LoA Processing Time
4admin turns hours of policy analysis into minutes by automating provider pack review.
Reduce LoA Processing Time
4admin turns hours of policy analysis into minutes by automating provider pack review.
Reduce LoA Processing Time
4admin turns hours of policy analysis into minutes by automating provider pack review.
Fewer Errors, Cleaner Records
Data is extracted and validated against source documents, removing manual re-keying mistakes.
Fewer Errors, Cleaner Records
Data is extracted and validated against source documents, removing manual re-keying mistakes.
Fewer Errors, Cleaner Records
Data is extracted and validated against source documents, removing manual re-keying mistakes.
Higher Team Capacity
Teams process more LoAs each week with the same staff.
Higher Team Capacity
Teams process more LoAs each week with the same staff.
Higher Team Capacity
Teams process more LoAs each week with the same staff.
Compliance-Ready Workflows
Page citations, call transcripts, summaries, and audit trails are built in.
Compliance-Ready Workflows
Page citations, call transcripts, summaries, and audit trails are built in.
Compliance-Ready Workflows
Page citations, call transcripts, summaries, and audit trails are built in.
No System Replacement
4admin connects directly to your existing CRM and back-office tools.
No System Replacement
4admin connects directly to your existing CRM and back-office tools.
No System Replacement
4admin connects directly to your existing CRM and back-office tools.
LoA Automation for Advisers and Admin Teams
4admin simplifies Letters of Authority processing for advice firms.
Provider Data Collection
Automatically extract policy information from provider packs.
Provider Data Collection
Automatically extract policy information from provider packs.
Provider Data Collection
Automatically extract policy information from provider packs.
LoA Checklist Creation
Generate clear, structured checklists in seconds.
LoA Checklist Creation
Generate clear, structured checklists in seconds.
LoA Checklist Creation
Generate clear, structured checklists in seconds.
Missing Information Chasing
Identify gaps and generate provider follow-ups without manual effort.
Missing Information Chasing
Identify gaps and generate provider follow-ups without manual effort.
Missing Information Chasing
Identify gaps and generate provider follow-ups without manual effort.
Faster Policy Visibility
Give advisers and paraplanners access to clean data earlier.
Faster Policy Visibility
Give advisers and paraplanners access to clean data earlier.
Faster Policy Visibility
Give advisers and paraplanners access to clean data earlier.
Consistent, Auditable Outputs
Standardise LoA handling with reliable, compliance-ready records.
Consistent, Auditable Outputs
Standardise LoA handling with reliable, compliance-ready records.
Consistent, Auditable Outputs
Standardise LoA handling with reliable, compliance-ready records.
Reduced Manual Admin Work
Remove repetitive tasks so teams can focus on higher-value work.
Reduced Manual Admin Work
Remove repetitive tasks so teams can focus on higher-value work.
Reduced Manual Admin Work
Remove repetitive tasks so teams can focus on higher-value work.
What Makes 4admin LoA Automation Different
Everything happens in one place, from provider pack to CRM update.
Everything in One LoA Workspace
From provider pack upload to CRM update, every LoA step happens in one place.
Verified Data, Not Assumptions
All extracted data links back to the original provider pack with page-level citations.
Missing Information Flagged Early
Gaps are identified upfront, not at the end of the process when cases stall.
Provider Chasing Built In
Emails and calls are sent, logged, and summarised directly from the platform.
Compliance Records Created Automatically
Call transcripts, summaries, and file notes are generated as the work happens.
Outputs Ready for Downstream Teams
Policy summaries and checklists are structured for advisers, paraplanners, and compliance.
What Makes 4admin LoA Automation Different
Everything happens in one place, from provider pack to CRM update.
Everything in One LoA Workspace
From provider pack upload to CRM update, every LoA step happens in one place.
Verified Data, Not Assumptions
All extracted data links back to the original provider pack with page-level citations.
Missing Information Flagged Early
Gaps are identified upfront, not at the end of the process when cases stall.
Provider Chasing Built In
Emails and calls are sent, logged, and summarised directly from the platform.
Compliance Records Created Automatically
Call transcripts, summaries, and file notes are generated as the work happens.
Outputs Ready for Downstream Teams
Policy summaries and checklists are structured for advisers, paraplanners, and compliance.
What Makes 4admin LoA Automation Different
Everything happens in one place, from provider pack to CRM update.
Everything in One LoA Workspace
From provider pack upload to CRM update, every LoA step happens in one place.
Verified Data, Not Assumptions
All extracted data links back to the original provider pack with page-level citations.
Missing Information Flagged Early
Gaps are identified upfront, not at the end of the process when cases stall.
Provider Chasing Built In
Emails and calls are sent, logged, and summarised directly from the platform.
Compliance Records Created Automatically
Call transcripts, summaries, and file notes are generated as the work happens.
Outputs Ready for Downstream Teams
Policy summaries and checklists are structured for advisers, paraplanners, and compliance.
Proven Results from Advice Firms Like Yours
Proven Results from Advice Firms Like Yours
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.
Jan 8, 2026
How Canter Holland Transformed LOA Processing with 4admin Automation
Jan 8, 2026
How Canter Holland Transformed LOA Processing with 4admin Automation
Jan 8, 2026
How Canter Holland Transformed LOA Processing with 4admin Automation
Dec 8, 2025
How PWM cut LoA processing time by 65% using automation
Dec 8, 2025
How PWM cut LoA processing time by 65% using automation
Dec 8, 2025
How PWM cut LoA processing time by 65% using automation
Dec 8, 2025
From 60 Minutes to 15: Automating LoA Processing
Dec 8, 2025
From 60 Minutes to 15: Automating LoA Processing
Dec 8, 2025
From 60 Minutes to 15: Automating LoA Processing
Dec 8, 2025
How we helped them process 600+ LOAs Monthly
Dec 8, 2025
How we helped them process 600+ LOAs Monthly
Dec 8, 2025
How we helped them process 600+ LOAs Monthly
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
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Process automated
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Process automated
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Process automated
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Firms onboarded
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Firms onboarded
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Firms onboarded
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Hours saved
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Data Integrity
Growth
LoAs
Operations
Automation
Faster workflow
Ready to Reduce LoA Turnaround Times?
See how 4admin automates Letters of Authority, improves accuracy, and helps your firm handle more cases without hiring.
Ready to Reduce LoA Turnaround Times?
See how 4admin automates Letters of Authority, improves accuracy, and helps your firm handle more cases without hiring.
Ready to Reduce LoA Turnaround Times?
See how 4admin automates Letters of Authority, improves accuracy, and helps 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.