The AI that supercharges your

Financial Advice

Suitability

Annual Reviews

Data Harvesting

Financial Advice

.

Financial Advice Business

Join the leading advisory firms that are using Superplan AI to accelerate work, empower their teams and build more profitable businesses.

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Regulated advice is becoming increasingly demanding and expensive

Financial advice firms are hindered by complex regulations, disjointed legacy systems, and manual, error-prone processes. These inefficiencies lead to slow advice delivery, high operational costs and client dissatisfaction, making it difficult to scale and maintain profitability.

20h

to generate a suitability report

£500

per advice recommendation

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Challenges

Advice firms are overwhelmed by legacy systems, regulatory overload and talent shortage

These obstacles aren’t just minor setbacks - they're costing you time and money, leading to slow advice delivery, high operational costs, liabilities and dissatisfied clients. Overall, advice businesses are trending towards slow growth, smaller margins and less equity value.

Data Fragmentation

A disproportionate amount of time is spent re-keying information, dealing with slow product providers, checking for errors and using outdated tools to perform low-value tasks.

High admin costs

The most popular solution for advice firms is to hire more talent to manually handle the myriad tasks that go into giving regulated advice, which comes with a hefty price tag.

Regulatory Risks

Increasing regulatory requirements are putting more and more pressure on Compliance departments to ensure advice is delivered in a suitable manner.

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Scalability

Increase your firm’s output, speed and profitability

Our platform automates data management and integrates legacy systems, eliminating manual re-keying and compliance issues. Streamline operations, enhance accuracy, and deliver consistent, high-quality advice for faster service, reduced costs, and improved client satisfaction, driving scalable growth and profitability.

Proprietary AI Model

Delivers faster service and reduces costs, positioning your firm for scalable growth and increased profitability.

Audited Reports

Automates data management and integrates legacy systems, eliminating manual processes and compliance issues.

Data Accuracy

Ensures consistent, high-quality advice by reducing errors and improving data accuracy.

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Features

Streamline your operations with AI that is fine-tuned for advice

Our Financial Advising SaaS tool leverages AI to make data input easy and generate comprehensive reports in no time. Simply input your financial information and let our AI do the rest.

Unified Platform

AI-powered tools for financial advice, planning, and compliance.

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Client Data Graph

Unified view of all client information for accurate and consistent data.

Tool Agnostic

No learning curve or workflow changes required—just plug-and-play.

Cost-Effective Pricing

Credit-based model transforming high fixed costs to predictable low variable costs.

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Smart Automations

Automates repetitive tasks, allowing your team to focus on high-value work.

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AI Copilot

AI guardrails enhance financial advice, planning, and compliance skills.

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Partner Testimonials

Hear what our clients and partners have to say

Since integrating Superplan into our workflow, we’ve seen a significant boost in efficiency. It’s remarkable how it frees us to focus on client strategy and engagement. Superplan is a game-changer for our paraplanning team.

Damian S.

IFA - Managing Partner, London

My work has become so much more efficient with Superplan. The ability to automate report writing means I spend less time on paperwork and more time with clients, developing relationships and providing better advice.

Sarah W.

Senior Paraplanner, Leeds

Plans

Deliver better client outcomesfor a fraction of the cost

At Superplan, we offer a unique combination of AI technology and premium paraplanning services, providing exceptional quality and efficiency at significantly lower costs than traditional alternatives. Our flexible pricing is based on the number of advice cases per month, decreasing with volume to offer maximum value.

Cost-Effective

Significantly cheaper than traditional alternatives with a pricing model that decreases with volume.

Quality Guarantee

Full satisfaction guarantee with every advice report meeting the highest standards.

Full Visibility and Control

Comprehensive end-to-end advice reports, giving you complete oversight and confidence.

Basic plan

Apply for Early Access

Includes:

AI-Driven Automation

Dedicated Support

Real-Time Data Updates

Easy Integration

Premium Paraplanning

AI Guardrails

Customizable Reports

Compliance Monitoring

Single Client Graph

Scalable Pricing

Join Waitlist

Discover the Power of AI

Experience the Future of Financial Advising with our AI-powered tool

Join Waitlist Learn More

The AI that supercharges your

Financial Advice

Suitability

Annual Reviews

Data Harvesting

Financial Advice

Financial Advice Business

Regulated advice is becoming increasingly demanding and expensive

20h

to generate a suitability report

£500

per advice recommendation

Advice firms are overwhelmed by legacy systems, regulatory overload and talent shortage

Data Fragmentation

High admin costs

Regulatory Risks

Increase your firm’s output, speed and profitability

Proprietary AI Model

Audited Reports

Data Accuracy

Streamline your operations with AI that is fine-tuned for advice

Unified Platform

Client Data Graph

Tool Agnostic

Cost-Effective Pricing

Smart Automations

AI Copilot

Partner Testimonials

Damian S.

Sarah W.

Deliver better client outcomesfor a fraction of the cost

Cost-Effective

Quality Guarantee

Full Visibility and Control

Frequently Asked Questions

Contact Us

Discover the Power of AI