AIParaplanner
ComplianceReport WriterFact-finderAdvice Ops Paraplannerat your service
Superplan streamlines every step of the wealth management workflow, helping you move faster, work smarter, and deliver outstanding advice to clients.
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“The tech fades into the background, which is exactly what you want — it lets the relationship take centre stage.”
Helen W.
Chartered Financial Planner
Financial advice, as easy as hitting 'send'
Upload documents or client info - no templates, no manual data entry.
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AI structures the data, human paraplanners refine and check compliance.
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Get regulator-ready reports - faster, accurate, and fully reviewed.
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Wealth firms are overwhelmed by legacy systems, regulatory overload and talent shortage
Data Fragmentation
Too much time is lost re-keying data, chasing slow providers, fixing errors, and using outdated tools for low-value tasks.
High admin costs
Most firms solve admin by hiring more staff to handle regulated tasks - but it comes at a hefty cost.
Regulatory Risks
More rules, more risk - for advisers and the Compliance teams who guard against it.
Make your team feel unstoppable
Superplan works alongside advisers and paraplanners to take you from fact find to final recommendation with easy - speeding financial planning while keeping the human touch.
Superplan automatically maintains your documentation and audit trail to meet every FCA requirement, so you can ditch the paper-chase and focus on giving your clients the best advice.
Automate reporting, streamline reviews, and onboard new clients with workflows that feel like magic. It’s like cloning your best associate — without the salary.
One agent
“It’s like having a second brain for the boring bits.”
Melissa H. Head of Paraplanning
Streamline your operations with AI that is fine-tuned for advice
Specialized Agents
AI agents that flag risks, surface insights, and suggest next best actions - always with you in control.
Client Data Graph
Every data point, document, and interaction is stored in a unified client graph, giving AI perfect context across the entire advice journey.
Smart Document Analysis
Upload PDFs, emails, forms, or recordings — Superplan parses, extracts, and structures data instantly, keeping profiles always up to date.
Compliance by Design
Suitability checks, PROD logic, and audit trails are embedded into workflows, ensuring FCA alignment from day one.
Best-in-Class AI Models
Orchestration of the latest AI models, fine-tuned for financial advice, to interpret complex data and generate accurate outputs.
Unified Advice Workspace
A clean, intuitive interface where humans and AI collaborate - with control and creativity every step of the way.
The best paraplanning hire you’ll ever make
Advisers powered by Superplan
Since integrating Superplan into our workflow, we’ve cut turnaround time to around 50%. It’s remarkable how it frees up time to spend on client strategy and coaching. Superplan has been a game-changer for our paraplanning team.
Senior Paraplanner, 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 stronger relationships and adding more value.
MD - IFA, Leeds
Pricing built for business outcomes
Based on number of households served.
Based on case complexity, quoted upfront.
For large IFAs and networks.
Frequently asked questions
Our AI-powered platform automates key workflows in financial advice such as client onboarding, data extraction and structuring, document and report generation, and compliance checks, helping you save time, reduce manual work, and increase accuracy.
The system can securely process data from handwritten notes, PDFs, Word documents, and even meeting recordings. It uses natural language processing (NLP) to extract, interpret, and organise information into structured formats.
Yes. We follow industry-standard encryption protocols and comply with relevant financial regulations such as GDPR, MiFID II, and FCA guidelines. Data privacy and security are central to our platform design.
Absolutely. We are currently working on offering API-based integration with most major back-office, CRM and financial planning tools, enabling a seamless flow of data across your tech stack.
Common use cases include:
- Fact-finding
- Onboarding clients
- LOAs and suitability reports
- Compliance documentation
- Ongoing client reviews
Not at all. The interface is designed to be intuitive for financial advice professionals, with guided workflows and easy-to-use features. No coding or AI knowledge is required.
Our AI workflows are designed for financial advice-specific tasks and are regularly updated to ensure high accuracy. The system also gives you full control to review, edit, and approve all outputs before submission or client delivery.
The platform helps capture audit trails, standardise documentation, and flag potential compliance issues automatically. It aligns with key financial regulations and can be tailored to firm-specific policies.
Yes, we provide dedicated onboarding support, live chat assistance, and access to knowledge resources. Optional premium support plans are also available.
Definitely. Whether you're a solo adviser or a large firm, our platform is built to scale with flexible user licenses, modular features, and customisable workflows.
Want to connect with the folks building Superplan?
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