Human-led advice, augmented by AI

AI that reduces admin and improves consistency by turning everyday communications into structured, auditable CRM records.

automated workflow

What it is

PlutoIFA AI transforms how financial advisers work—capturing interactions, understanding context, and producing compliant outputs while keeping humans in control at every step.

Capture key interactions

Record meetings and communications automatically

Understand context

Connect insights across meetings, emails, and documents

Produce drafts & outputs

Generate reports, proposals, and summaries—with humans in control

Built on Sage CRM: 

Foundation for records, workflows, and document storage

Where AI fits in the client lifecycle

Intelligent automation at key touchpoints

Built to support, not replace

Every AI output is designed to enhance your expertise—never bypass it

Human-in-the-loop

AI drafts; your team reviews and approves every output before it matters

Traceable

Every output is linked to client records with full context and history

Consistent

Templated structure and firm-approved wording ensure quality and compliance

Auditable

Actions, notes, and documents are captured as part of your workflow—audit-ready

Where AI Fits in the Client Lifecycle

PlutoIFA AI works with your processes, not around them—ensuring every interaction is captured, consistent, and compliant.

Core capabilities

Three powerful AI modules designed for financial advisers

Turn conversations into usable, compliant records

Support Regulator Reporting

Turn conversations into usable, compliant records

Transcribe video calls (e.g. Teams/SharePoint)

Securely store transcripts + notes inside CRM records

Link meeting outputs to the client file automatically

Meeting summary

Transcript

Action list

Follow-ups

Review Prep

Walk into every review already briefed

Summarise communications across meetings, emails, documents

Highlight open actions, risks, and follow-ups

Generate a “review pack” view for advisers/back office

Review pack

Risk/action highlights

Follow-up checklist

Walk into every review already briefed
Produce outputs faster — without losing control

Content Creation

Produce outputs faster — without losing control

Draft internal reports (company and IFA)

Generate client-facing documents (e.g. proposals, e-sign via Adobe/DocuSign)

Create performance summaries and short explainer videos

Support regulator reporting

Proposal draft

Performance summary

Explainer script

Regulatory report draft

Three Portals, One Ecosystem

Purpose-built interfaces for every role in your financial advisory business.

PlutoIFA Advisers

Adviser Portal

Professional tools for advisers to manage clients, portfolios, and collaborate with partners.

Client management

Asset manager integration

Custodian connections

Learn more

PlutoIFA Backoffice

Governance Portal

Back-office tools for operations, compliance, reporting, and client management.

Compliance tracking

Client data management

Advanced reporting

Learn more

PlutoIFA Clients

Client Portal

Intuitive client portal for portfolio tracking, document access, and secure communication.

Secure messaging

Portfolio valuations

Goal tracking

Learn more

One ecosystem, three perspectives

Every AI-generated insight flows to the right portal—advisers get briefed, backoffice stays compliant, clients stay informed.

Sample workflow

Live

Meeting recorded → Adviser portal

Actions flagged → Backoffice portal

Summary shared → Client portal

How it works

Simple, powerful, and designed for compliance

Step 1

Connect communications sources

Integrate with Teams, email, and other communication platforms

Step 2

Capture transcripts/notes into CRM

Automatically record and store interactions in Sage CRM

Step 3

Summarise & draft documents

AI generates review packs, actions, and client-facing content

Step 4

Approve & store (audit-ready)

Human review and approval before storing against client file

Every step is designed to work seamlessly with your existing Sage CRM workflows — no disruption, just better documentation and faster turnaround.

Frequently asked questions

PlutoIFA AI can process and summarise content from Microsoft Teams calls, SharePoint meetings, email communications, and documents stored in your CRM. It connects to your existing communication tools and extracts key information automatically.

All transcripts are securely stored within your Sage CRM system as part of the client record. They are encrypted, audit-logged, and only accessible by authorised users according to your firm’s permissions structure.

Yes, absolutely. You can customise all templates, define approved wording, and set firm-specific guidelines. AI outputs follow your templates and can be configured to match your brand voice and compliance requirements.

Every AI-generated output is linked to the source material, timestamped, and stored against the client file. This creates a complete audit trail showing what was discussed, what actions were taken, and who approved each step—making regulatory reviews straightforward.

Advisers see client-focused tools: review packs, meeting notes, and action items. Backoffice teams see governance dashboards with oversight, compliance monitoring, exception flags, and workflow status. Each portal is tailored to the role’s specific needs.

See PlutoIFA AI in your firm’s workflow

Walk through meeting capture, review prep, and document generation— tailored to your service model.

Book a Demo Talk to us

15 min

Average demo duration

100%

Customisable to your firm