AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

Sahar Nazir
clock • 4 min read

Artificial intelligence (AI) in financial advice is gaining pace, with three players – Saturn, Aveni, and AdvisoryAI – reporting growth in client numbers and technology adoption.

These developments come at a time when financial advice firms — from small independents to the UK's largest wealth managers — are increasingly seeking ways to scale their services, reduce costs, and enhance client experiences. Saturn: Doubling client numbers in three months Technology provider Saturn has expanded its client base to over 350 advice firms, doubling numbers in just over three months. The company's platform now supports more than 800 advisers, paraplanners, compliance, and support staff across the UK. To mark this growth, Saturn has unveiled a brand refresh, complete with ...

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

AI and data integration critical to tackling adviser capacity crunch

AI and data integration critical to tackling adviser capacity crunch

Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration

Sahar Nazir
clock 11 June 2025 • 3 min read
Advice firms predict surge in client numbers as AI promises to reshape service delivery

Advice firms predict surge in client numbers as AI promises to reshape service delivery

Dynamic Planner's Advice 2025 report reveals rising demand for financial advice

Sahar Nazir
clock 09 June 2025 • 2 min read
FCA partners with Nvidia to allow firms to experiment with AI

FCA partners with Nvidia to allow firms to experiment with AI

Part of a 'supercharged sandbox'

Linus Uhlig
clock 09 June 2025 • 2 min read