Latest feature
Virtual Paraplanner™
After you have recommendations (and ideally a suitability draft), run a short consult that behaves like talking to a paraplanner — then get an editable Needs & Demands companion you own. The Report Constructor and suitability report stay hardcoded and unchanged.
Optionally upload a readable PDF, Word (.docx), .txt, or .md version of your fact find and/or meeting notes and Virtual Paraplanner will use the information to refine the questions it asks before suggesting text for a financial summary statement and/or a statement of the client Needs and Demands.
Continuous development. Virtual Paraplanner is shipping in stages and will keep improving. Capabilities below reflect what is available now; we will extend intake, grounding, and workflow over time without changing the regulated Constructor engine.
What it does
A suggest-only companion to the suitability report
Case-grounded Q&A
Short questions for the adviser, grounded on a compact case snapshot and letter Risks & Disadvantages where available.
Bulk intake
Optionally paste an interaction log (email trail or notes) and/or upload a text-based fact-find PDF so follow-ups are gap-fill only.
Needs & Demands draft
Generate an editable companion letter, accept it on the case, and export to Word — including working drafts labelled DRAFT.
How advisers use it
From Case Folder to companion draft
- Open an advice process with at least one recommendation and start Virtual Paraplanner review from the Case Folder or Report Constructor.
- On the first step, paste notes and/or upload a readable fact-find PDF — or skip straight to short questions.
- Answer as the adviser. Confirm Risks & Disadvantages themes when offered. Generate, edit, accept, and export the Needs & Demands companion.
AI wording is for adviser review only. It does not invent client speech you have not confirmed, and it does not write into Constructor fields.
Available now
- · Interaction-log paste with gap-only follow-ups
- · Text-layer fact-find PDF extract (no OCR for scanned files yet)
- · R&D priority confirmation from the suitability report
- · Editable Markdown draft + Word export
- · Firm billing entitlement (Virtual Paraplanner add-on)
On the roadmap
- · Richer fact-find and CRM intake
- · Stronger gap detection from recommendations
- · Firm tone / template preferences
- · Optional voice input
Roadmap items are indicative and may change as we learn from firms using the feature.
Trust & data
Category A — suggest only
When enabled, Virtual Paraplanner can use Grok AI — but only if the adviser allows clipped sharing for that review. A clipped case snapshot and any interaction log or fact-find text may then be sent to generate questions and draft text. Advisers can choose Continue without sharing with Grok AI and still complete a review with the built-in question bank and a template draft. Your firm remains the controller for client data; advisers must only submit material they are entitled to disclose.
See our privacy notice, licence & DPA, and pricing for the Virtual Paraplanner add-on.
Try Virtual Paraplanner on a real case.
Start a free trial — trials include the Virtual Paraplanner entitlement — or book a short demo.