Augment your
expertise.
A secure workspace where AI prepares the client work — drafting reports, checking files and clearing the back-office — so your advisers can spend their time on the judgement only they can give.
Professional expertise should not be consumed by production work.
The most skilled people in an advice firm are spending their week assembling documents rather than applying judgement. Augora removes the assembly.
Case files are fragmented.
Fact-finds, risk profiles, provider statements, valuations and prior reports sit across the CRM, the financial planning tool, an inbox and a shared drive. Nothing arrives at a paraplanner’s desk pre-assembled.
Reports are still hand-built.
Suitability reports, switch analyses, FAD recommendations, annual review packs — assembled section-by-section, cross-checked against a fact-find, then sent for file-checking.
Off-the-shelf AI isn’t safe for client data.
Dropping a fact-find into a public chatbot is a non-starter, and the desktop tools that promise privacy are slow on real case files and raise hard questions about where the data goes.
The back-office runs on spreadsheets.
Commission reconciliation, MI for the board, T&C records, file-check sampling, pipeline reporting — production work that ties up the operations team every month.
Watch a case go from file to review-ready.
Augora reads the fact-find, drafts the report, cites its evidence, and stops at anything it shouldn’t decide alone.
Drafted a balanced-allocation rationale in line with the client’s stated objectives FACT-FIND P.3 and a 7-year horizon REVIEW P.1.
Stated risk appetite (cautious) conflicts with the proposed allocation — confirm with the client before issuing.
A secure agent workspace, built around the way advice firms actually work.
One environment for the case work, the checking, and the operational tasks that surround it. Designed so the professional judgement always sits with your people.
Bring the case together.
Drop a case folder into Augora or connect your CRM and platform. Augora indexes every document — fact-finds, risk profiles, provider statements, prior reports — without moving the originals.
Launch a specialist agent.
Ask Augora to prepare a suitability report, run a switch analysis or check a file. Augora confirms what you’ve asked for, picks the right house template, and tells you exactly what it will produce before it begins.
Everything happens in a secure, private space.
Each case is worked in its own protected space, walled off from every other client. Your original files are never touched, and every step is written to an audit trail your firm can review.
Output arrives ready for review.
Drafts return to a Review Ready state with evidence cited inline, a file-completeness check, and an adviser checklist of points that need professional judgement. Nothing is sent to a client without you.
Designed around real adviser, paraplanner and operations workflows.
Not a chatbot bolted on to a CRM. Specific, opinionated tooling for the work that fills the week — both in front of clients and behind them.
Suitability reports, prepared and pre-checked.
Switch analysis, FAD, ISA/GIA recommendations, bond top-ups, IHT planning. Augora drafts using your house template, checks against all relevant client files and can run a compliance check before it reaches the file-checker.
Policy & fund research.
Scheme analysis, charge comparisons, historical performance, and underlying asset allocations surfaced from any provider document.
Annual review packs.
Pre-meeting brief, CFL update, performance commentary, action list — ready before the meeting walks in.
File completeness checking, in minutes not days.
Sample any case file. Augora checks for missing fact-find evidence, unevidenced risk ratings, drift between objectives and recommendation, and the small things file-checkers always pick up. Hand the result to your file-checker as a draft note, not a starting point.
Commission & fee reconciliation.
Drop in the month’s platform statement and the firm’s commission file. Augora reconciles line-by-line, flags every variance with the supporting evidence, and produces the journal entries in the format your finance system expects.
Board MI, on demand.
Pipeline by adviser, recurring vs. initial, persistency, AUM by segment, T&C activity — produced from your own spreadsheets and CRM exports without a BI project.
T&C and supervision.
Competency reviews, supervision notes, 1-2-1 evidence packaged from existing records.
New-business pipeline.
Stage-by-stage view across the firm, weekly digest into your inbox.
All other back-office work.
For any administrative task, routine check, or loose end that has been waiting to be completed.
Secure by design. Professional control.
Built so that a head of compliance, a head of advice and the IT lead all sign off the same diagram.
Every client is completely walled off.
Each piece of work is handled on its own, with nothing shared or carried over between clients. When the work is done, it’s cleared down — one client’s information never meets another’s.
Your original files are never altered.
Your records stay exactly where they live — your CRM, your platform, your shared drive. Augora only ever reads from them, and logs every file it opened and every instruction it was given.
The heavy lifting is handled for you.
All the demanding work happens securely behind the scenes — your laptop stays fast, and your client data never leaves the protected environment.
Human judgement is structural, not optional.
Every draft arrives in a Review Ready state with evidence cited, gaps flagged and an adviser checklist attached. Augora doesn’t advise clients. Your people do.
Built to sit across the wealth management workflow.
Augora reads from the systems where your case data already lives — and writes drafts back into the formats your firm already uses.
Bring secure AI agents into your firm.
Augora is onboarding selected UK wealth management firms — including firms in the Quilter network. We work closely with the first cohort to fit the platform around how your firm actually runs.