Augment your
expertise.
Secure cloud-based AI agents for wealth management firms. Generate, check and progress client work — and the back-office that surrounds it — in a workspace built for professional judgement.
Professional expertise should not be consumed by production work.
The most skilled people in an advice firm are spending their week assembling documents rather than applying judgement. Augora removes the assembly.
Case files are fragmented.
Fact-finds, risk profiles, provider statements, valuations and prior reports sit across the CRM, the financial planning tool, an inbox and a shared drive. Nothing arrives at a paraplanner’s desk pre-assembled.
Reports are still hand-built.
Suitability reports, switch analyses, FAD recommendations, annual review packs — assembled section-by-section, cross-checked against a fact-find, then sent for file-checking.
AI on local machines is a liability.
Pasting a fact-find into a public chatbot is not an option. Local desktop AI tools are slow on large case files and create immediate data-handling questions.
The back-office runs on spreadsheets.
Commission reconciliation, MI for the board, T&C records, file-check sampling, pipeline reporting — production work that ties up the operations team every month.
A secure agent workspace, built around the way advice firms actually work.
One environment for the case work, the checking, and the operational tasks that surround it. Designed so the professional judgement always sits with your people.
Bring the case together.
Drop a case folder into Augora or connect your CRM and platform. Augora indexes every document — fact-finds, risk profiles, provider statements, prior reports — without moving the originals.
Launch a specialist agent.
Ask Augora to prepare a suitability report, run a switch analysis or check a file. The agent scopes the task, identifies the right house template and tells you exactly what it will produce before it starts.
Work runs in an isolated cloud session.
A fresh sandbox is spun up for the case. Agents read copies, never originals, run heavy computation away from the user’s laptop, and write everything that happened to an auditable session log.
Output arrives ready for review.
Drafts return to a Review Ready state with evidence cited inline, a file-completeness check, and an adviser checklist of points that need professional judgement. Nothing is sent to a client without you.
Designed around real adviser, paraplanner and operations workflows.
Not a chatbot bolted on to a CRM. Specific, opinionated tooling for the work that fills the week — both in front of clients and behind them.
Suitability reports, prepared and pre-checked.
Switch analysis, FAD, ISA/GIA recommendations, bond top-ups, IHT planning. Augora drafts using your house template, checks against all relevant client files and can run a compliance check before it reaches the file-checker.
Policy & fund research.
Scheme analysis, charge comparisons, historical performance, and underlying asset allocations surfaced from any provider document.
Annual review packs.
Pre-meeting brief, CFL update, performance commentary, action list — ready before the meeting walks in.
File completeness checking, in minutes not days.
Sample any case file. Augora checks for missing fact-find evidence, unevidenced risk ratings, drift between objectives and recommendation, and the small things file-checkers always pick up. Hand the result to your file-checker as a draft note, not a starting point.
Commission & fee reconciliation.
Drop in the month’s platform statement and the firm’s commission file. Augora reconciles line-by-line, flags every variance with the supporting evidence, and produces the journal entries in the format your finance system expects.
Board MI, on demand.
Pipeline by adviser, recurring vs. initial, persistency, AUM by segment, T&C activity — produced from your own spreadsheets and CRM exports without a BI project.
T&C and supervision.
Competency reviews, supervision notes, 1-2-1 evidence packaged from existing records.
New-business pipeline.
Stage-by-stage view across the firm, weekly digest into your inbox.
All other back-office work.
For any administrative task, routine check, or loose end that has been waiting to be completed.
Cloud execution. Professional control.
Built so that a head of compliance, a head of advice and the IT lead all sign off the same diagram.
Every task runs in a fresh, isolated cloud session.
When you launch an agent, Augora spins up a sandboxed cloud environment scoped to that case. When the work is done, the environment is destroyed. Nothing persists between sessions and nothing crosses between clients.
Agents work on copies of source documents, never the originals.
Originals remain in place — in your CRM, your platform, your shared drive. Agents work on read-only copies inside the sandbox. The audit trail records every file referenced and every prompt issued.
Powerful execution, off the local machine.
Document parsing, calculations, model inference and code execution all happen in the cloud sandbox. Your laptop doesn’t slow down and your client data doesn’t leave the secure environment.
Human judgement is structural, not optional.
Every draft arrives in a Review Ready state with evidence cited, gaps flagged and an adviser checklist attached. Augora doesn’t advise clients. Your people do.
Built to sit across the wealth management workflow.
Augora reads from the systems where your case data already lives — and writes drafts back into the formats your firm already uses.
Bring secure AI agents into your firm.
Augora is onboarding selected wealth management firms in the UK, beginning with firms in the Quilter network. We work closely with the first cohort to fit the platform around how your firm actually runs.