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.
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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.
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.