Saturn is pitching its new AI‑driven “operating system” for advice firms, Project OS, to reduce the cost of delivering regulated advice and make smaller clients viable under Consumer Duty.
Speaking at an adviser event, Saturn's co-founders Amal Jolly and Rohit Vaish argued that the long‑running advice gap is rooted in data fragmentation and archaic processes. A typical full advice journey can cost around £2,000, they said, putting regulated advice out of reach for millions of would‑be clients. Project OS, set to launch in September, is designed to sit over existing back‑office systems, planning tools and document stores such as SharePoint, pulling data into a persistent client memory that can be reused across the advice journey. The aim is to automate much of the res...
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