Admin teams can focus on service — not chasing paper.
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.
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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.
I can finally focus on building client relationships and let Superplan handle all the financial manual work.
The benefits of admin & support by Superplan
Say goodbye to chasing documents, retyping forms, and tracking provider delays in spreadsheets. Superplan automates and structures the admin flow from onboarding to implementation.
- Parse LOAs, fact finds, valuations, and statements into clean data
- Monitor case progress with flags and next-step prompts
- Create client-ready summaries and automated provider requests
- Eliminate double entry with CRM and back-office integration
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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.
Streamline your operations with AI that is fine-tuned for advice
One-click audit reports
Generate fully formatted, regulator-ready reports in seconds.
Real-time compliance
Automatically flag potential issues and stay ahead of changing regulations 24/7.
Secure client data vault
Bank-grade encryption and role-based access keep sensitive files secure.
Seamless integrations
Sync your CRM, custodian feeds, and document storage in minutes.
AI-driven risk insights
Run stress-tests, simulations, and scenario analyses with a single click.
Interactive client portal
Let clients review plans, upload documents, and e-sign approvals.
The best paraplanning hire you’ll ever make
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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Advisers powered by Superplan
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.
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.
Senior Paraplanner, Leeds
The best paraplanning hire you’ll ever make
Superplan’s enterprise AI automates compliance and audit-ready reports in minutes, freeing you to deepen client relationships, deliver better personalized advice, and scale with confidence.