Ammonite co-founder says AI suitability report tool could 'triple' adviser capacity

Planbot launched by former adviser duo

Jen Frost
clock • 3 min read

Ammonite AI has today (26 February) officially launched an AI-powered report writing and file note software tool, Planbot, which its founders have said could “double or triple” the capacity of an adviser.

The tool is intended to tackle a report and review writing "bottleneck" experienced by advisers, Ammonite AI's founders said. Planbot can be used to turn an advice business' manual template into AI-powered documents that can be completed "in seconds". Advisers using the tool retain control over the look, tone and voice of documents, which retain the advice firm's brand and style after export. Planbot is the brainchild of Ammonite co-founders Rob Harradine and Caroline Duff, both former Chartered advisers who formerly ran an advice firm together. The tool can effectively be used ...

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