Become AI-powered. Expand capacity. Win more IFA clients.
The advice production platform used by modern IFA firms. Superplan enhances paraplanners' expertise with AI, enabling faster, high-quality work without burnout or constant hiring. It helps scale output, improve consistency, and unlock growth for both in-house and firm-based paraplanners.
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Deliver better work for existing IFA clients
Help your IFA clients serve more households, shorten advice cycle times, and scale without hiring more paraplanners.
AI-assisted analysis & drafting
Turn raw data, notes, and documents into clear, structured, and compliant outputs.
Professional reports, faster
Generate suitability reports, recommendations, and justifications in minutes — not hours.
Consistency at scale
Ensure uniform quality across cases while maintaining professional discretion.
Expand capacity without hiring
Dedicated onboarding & training
Get up and running quickly with personalised support.
More cases per week
Handle significantly higher volume without compromising quality.
Rapid scenario modelling
Test strategies and produce alternatives quickly for IFAs and advisers.
Built for real paraplanning work capability
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AI-assisted drafting
Turn complex inputs into structured, client-ready outputs fast.
Document & data ingestion
Upload PDFs, notes, and files. Superplan structures everything.
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Scenario & strategy modelling
Compare options and outcomes with speed and clarity.
Regulatory-ready templates
Pensions, investments, protection, cashflow, and more.
Justification & rationale engine
Each recommendation is supported by audit-ready reasoning.
Collaborative workspace
Work directly with IFAs or deliver complete paraplanning packs.
I can finally focus on building client relationships and let Superplan handle all the financial manual work.
The Superplan Paraplanner Program
Dedicated onboarding & training
Get up and running quickly with personalised support.
Early access & product influence
Shape the roadmap with real paraplanner feedback.
Priority support channels
Direct access to the Superplan team.
Custom pricing for volume users
Designed for paraplanning firms and high-throughput teams.
IFA introductions & visibility
Opportunities to connect with advice firms looking for capacity.
How the Superplan Paraplanner Program works
Tell us about your experience and the IFAs you support.
Bring your templates, workflows, and standards into Superplan.
Use Superplan to accelerate research, drafting, and reporting.
Take on more work — without adding stress or headcount.
Trusted by forward-thinking paraplanners
Superplan changed how we deliver paraplanning. Faster turnaround, better consistency, and far less manual work.
IFA - Managing Partner, London
Using Superplan allowed us to support more IFAs without growing the team. That’s a game-changer.
Senior Paraplanner, Leeds
Ready To Become An AI-Powered Paraplanner?
Join the Superplan Paraplanner Program and unlock faster delivery, expanded capacity, and new client opportunities.