Built for financial-planning firms

More time for clients.
More control of your firm.

AI for the advice work. A workspace for the whole firm.
Give your people the tools to do what they do best.

WHAT WOULD YOU LIKE AUGORA TO HANDLE?

Attach case fileFirm templateSelect agent

⌘ ⏎

Prepare advice workAugora AgentsFrom source material to a draft you can review.Available nowRun your firmAugora OSClients, cases and next actions in one workspace.Private beta

Augora Agents

Annual review / Eleanor HayesExample workspace

YOUR FIRMWorking draft

Annual review

A clear picture.
A considered next step.

Prepared for Eleanor Hayes

Your objectives

You would like to explore an earlier retirement and understand how your pension could support it.

What needs confirming

The retirement age discussed in your meeting differs from the age recorded in your fact-find.

Confirm the intended retirement date

Annual review · Eleanor Hayes01

Product illustration · Fictional example data · Drafts require professional review

Follow the Agents walkthrough

One Augora. Two ways forward.

Start where
you need us.

Better advice work and a better way to run the firm around it. Choose the product that solves your next problem.

Agents prepares the work.

Reports, research and checks, built from your source material and your firm’s templates.

Meet Augora Agents

OS keeps the firm moving.

Clients, cases, tasks and oversight, with a clear view of who owns the next step.

Meet Augora OS

How the products fit together

Each product can be used independently. Today, Agents and OS have separate client records.

We are building towards starting Agents work from an OS case and returning the output to that case. These connections are on our roadmap and are not available today.

Security & professional control

Your clients’ trust.
Your standards.

Read our security approach

Protected advice work

Agents protects your work with encryption in transit and at rest, controlled access and logical separation between firms.

Your data stays yours

Customer personal data in Agents is not used to train our AI models or our providers’ models.

Judgement stays with you

Your team reviews the work and owns the recommendations, decisions and final sign-off.

See Augora in action

Bring your questions.We’ll bring the product.

Explore a real workflow with our team. Start with a worked example, or bring a redacted historical case if you would like to go deeper.

Book a demo

With the Augora teamNo preparation needed