Saturn AI

Financial advice efficiency unlocked.

Combine data through industry specific integrations, and increase value provided to clients with purpose-built AI that puts customer care and innovation at the centre of your business.

Designed to empower the heroes of Financial Advice across your business.

• Financial Advisers – Maximise the time you spend with clients through comprehensive meeting support and client data insights.
• Paraplanners – Remove the administration burden on collecting information and focus on being the technical resource you are. Enable more clients to achieve their financial goals through Suitability and Review Report support
• Compliance – Proactively detect and manage risks across the business with quality data through Vulnerability Detection, File Checking and Training & Competency systems.

Check out our website for more information and to schedule a meeting with one of our team!