Automwrite

Overview

Automwrite is a United Kingdom platform that drafts regulated advice documentation for financial advice firms, positioned as an operating system for advisers rather than a single tool. A meeting bot joins video calls on the major conferencing platforms or a phone application records in person meetings, transcription and extraction populate a client profile, uploaded documents and handwritten notes are parsed and checked for missing data and conflicts, and the platform then drafts follow up emails and full suitability reports in the firm's own template and voice, delivered to the client for electronic signature. Compliance gated checks run before a report is written to confirm the required information is present. The company was founded by Logan Gibson with co founder Wesley Gibson, built by a diploma qualified financial adviser alongside an engineering team, and ships native applications on both mobile platforms alongside the web product. Named users quoted on its own site with individual names and titles include the chief executive of My Pension Expert, the group head of GSB Wealth, a senior adviser at Purpose FP, the practice owner of Blithe House Financial Management and a director of Matthew Douglas. The product is sold on a self serve basis with a public pricing page, a three day free trial and self onboarding. Its distinguishing disclosure is a dated public artificial intelligence transparency page naming every third party model provider it relies on, the processing activity each performs and the country in which that processing occurs, together with a stated position that those providers are not permitted to use customer data to train their models.

Details

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