Superplan is an AI-powered workforce planning tool designed for agencies and service teams.
It helps allocate resources, manage capacity, and forecast workloads—turning messy spreadsheets into smart, visual timelines with real-time AI support.
The Challenge
Wealth management firms today are under more pressure than ever. Legacy systems, endless regulations, and a shortage of skilled talent are holding them back — slowing processes, increasing costs, and adding unnecessary risk.
Data Fragmentation
Too much time is wasted re-entering data, chasing slow providers, fixing minor errors, and juggling outdated tools for low-value work.
High Admin Costs
Many firms try to solve admin overload by hiring more staff to handle regulated tasks — but that approach quickly becomes expensive and unsustainable.
Regulatory Risks
With every new rule comes more risk — for both advisers and the compliance teams working tirelessly to stay ahead.
Make Your Team Feel Unstoppable
Personalised Advice, Zero Delays
Superplan works hand in hand with advisers and paraplanners, helping them move effortlessly from fact find to final recommendation. It speeds up financial planning without losing the human connection that clients value most.
Compliance Without the Headaches
Superplan keeps your documentation and audit trail automatically up to date, ensuring every FCA requirement is met — so you can say goodbye to paper chases and focus on delivering great advice.
Add Clients, Not Complexity
Automate reporting, streamline reviews, and onboard clients through workflows that feel seamless. It’s like cloning your best associate — only without the added headcount.
- AI-generated suitability reports: Instantly create FCA-ready reports with precision and speed.
- Automated meeting intelligence: Capture notes, actions, and summaries in real time so that advisers can focus on their clients.
- Grow without extra hires: Serve more clients profitably while keeping your team lean.
Streamline Your Operations with AI Fine-Tuned for Financial Advice
Specialized Agents
Intelligent AI agents help flag risks, surface insights, and suggest next-best actions — always keeping advisers in control.
Client Data Graph
Every client interaction, document, and data point is connected through a unified client graph, giving the AI complete context throughout the entire advice journey.
Smart Document Analysis
Upload PDFs, forms, emails, or recordings — Superplan instantly extracts and structures the data, keeping every client profile accurate and up to date.
Compliance by Design
With built-in suitability checks, PROD logic, and audit trails, every workflow stays FCA-aligned right from the start.
Best-in-Class AI Models
Superplan combines the latest AI models, specifically fine-tuned for financial advice, to interpret complex data and deliver highly accurate results.
Unified Advice Workspace
Everything happens in one clean, intuitive interface where humans and AI collaborate — giving your team complete control, creativity, and confidence every step of the way.
Superplan isn’t just another fintech tool — it’s a partner that helps financial advisers work faster, smarter, and more compliantly, all while keeping the human touch that builds lasting client trust.
