Built to power real advice work
Superplan enhances, not replaces, the critical functions inside your advice firm. Whether you’re a solo adviser or a growing team, we’re here to scale your impact—without adding headcount.
You stay in control. We take care of the heavy lifting.
Superplan works like an always-on paraplanner assistant. Upload documents, meeting notes, or emails—our AI parses everything, structures the data, and builds a fully auditable advice recommendation framework.
Suitability reports, simplified
Auto-generate suitability reports tailored to each client scenario in seconds.
Aligned recommendations
Build and explain recommendations aligned with risk, goals, and product features.
Smart Cards with full control
Validate and edit Smart Cards like modular blocks in Notion with adviser oversight.
Admin teams can focus on service - not chasing paper.
Say goodbye to chasing documents, retyping forms, and tracking provider delays in spreadsheets. Superplan automates and structures the admin flow from onboarding to implementation.
Less rework. More confidence. Full traceability.
Gap-free compliance
Ensure every recommendation aligns with FCA suitability and Consumer Duty standards—and automatically flag any gaps before a file even reaches compliance.
Unbroken data trails
Maintain a complete audit trail linking every source document to its report output for total transparency and accountability.
Scheduled review alerts
Automate reminders for ongoing suitability checks, risk assessments, and periodic reviews so you never miss a critical client update.
Smarter planning, without the spreadsheet gymnastics.
Clear goals into action
Turn client objectives, cash flows, and income needs into concise, evidence-backed recommendations in seconds.
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Scenario modeling at a glance
Analyse multiple strategies side-by-side to zero in on the optimal path for each client’s unique situation.
Auto-detect planning pitfalls
Catch sustainability gaps, overfunding, or risk misalignment before they impact your client’s plan.
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Reports that just click
Embed dynamic outputs directly into advice documents for a seamless, professional presentation every time.
I can finally focus on building client relationships and let Superplan handle all the financial manual work.
Your advice becomes your best marketing engine.
The best content is already in your advice files. Superplan helps you repurpose real client insights into marketing-ready content—safely and compliantly.
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.
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.
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The best paraplanning hire you’ll ever make
Superplan automates compliance tasks and generates reports you can trust in a fraction of the time, freeing you to work on client relationships and deliver outstanding advice with consistency.