Adviser Home and Munnypot to offer robo-service for advisers

'In talks with large advice firms'

Tom Ellis
clock • 1 min read

Adviser communications and services platform Adviser Home has teamed up with automated investment provider Munnypot to offer an automated advice service to advisers.

The service is aimed at helping advisers expand their reach and create an outsourced solution for existing clients who may not need face-to-face services. Munnypot would take on full regulatory responsibility for the service, they added. Munnypot, created by former financial advisers, offers a range of automated services including goal-based investment advice, risk assessment, suitability letters, a variety of investment accounts and an ongoing review of investment performance against client goals.  Adviser Home director John Enos said the firms were already in talks with some "large"...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Nick Eatock: Is this the end of the annual review as we know it?

Nick Eatock: Is this the end of the annual review as we know it?

Value comes from continuity of service

Nick Eatock
clock 25 September 2026 • 3 min read
Advice firms slow new tech adoption

Advice firms slow new tech adoption

Deliberate strategic decision

Jenna Brown
clock 24 September 2026 • 2 min read
'Fool's gold' warning as more than half of consumers embrace AI for decision-making

'Fool's gold' warning as more than half of consumers embrace AI for decision-making

AI is increasingly shaping the future of financial services

Laura Miller
clock 17 September 2026 • 2 min read