Document intelligence for financial advice
Turn hours of case preparation into
minutes of review.
ReLoA reads the documents your advice team works through every day, finds the information you need, checks it, shows you exactly where it came from and prepares the case for your team to review.
Less searching. Less copying. Less checking. More capacity to take on business.
Your people should be working on the case. Not looking for the data.
A provider pack lands in the inbox. Someone opens it. Finds the policy details. Searches for charges. Works through funds and contributions. Checks dates. Copies values into a checklist. Goes back to the document to make sure nothing was missed. Then starts moving the same information into the next system.
None of this is particularly complicated. It is simply relentless.
And when you multiply it across hundreds or thousands of policies, some of your most capable people end up spending a remarkable amount of their working day reading documents and moving information from one place to another.
ReLoA does that part first.
Upload the documents and ReLoA turns them into structured, checked case information ready for your team.
The paraplanner still reviews the case. They just don’t have to build it from scratch.
From hours of preparation to minutes of checking.
ReLoA isn’t simply reading a PDF and returning some text. It works through the case as your team would.
And every important answer remains connected to the place it came from. Instead of asking your team to trust an answer because “the AI says so”, ReLoA lets them see the answer and the evidence behind it. Check it. Correct it if necessary. Move on.
01
Finds the policy information
Plan numbers, providers, dates, ownership and status.
02
Pulls together funds and contributions
Holdings, allocations and contribution history in one place.
03
Identifies charges
Annual management, fund, adviser and exit charges.
04
Structures investment information
Consistent structure, whatever shape the provider used.
05
Flags missing or conflicting data
Surfaced for review rather than quietly assumed.
06
Consolidates across pages and documents
Information spread across a pack becomes one case.
“What was, on average, a three-and-a-half-hour job is now 15 minutes’ worth of checking.”
Jo French
CEO, Attivo — on running provider packs through ReLoA
That difference changes more than the turnaround time of one case. It changes how much work the same team can handle.
The human stays in the loop.
We don’t think financial advice should become a black box. Quite the opposite. The purpose of ReLoA is to make it easier for people to exercise judgement by removing the work that doesn’t require judgement.
ReLoA does the reading.
Your people remain responsible for the decision.
Your people remain responsible for the decision.
When ReLoA is confident, the information is prepared for review.
When something looks wrong, incomplete or unusual, it is brought to the team’s attention.
When a reviewer wants to verify an answer, they go straight back to the relevant source rather than searching through a 70-page document again.
Your firm already has a way of working.
We adapt ReLoA to it.
Advice firms aren’t identical. Your checklist may be different. Your terminology may be different. Your paraplanners may collect additional information. Your templates have evolved over years. Your compliance requirements and internal processes belong to your business.
We don’t think you should throw all of that away because you’ve bought a new piece of software.ReLoA can be configured around your firm’s own checklist. Tell us what you need to know and ReLoA can be adapted to find it.
The same principle extends downstream. ReLoA can structure the information around the systems your team already uses, including workflows into Intelliflo.
See how it works →
We’ll show you how ReLoA can work around it.
Firm checklist · configured
✓
Client name
standard
✓
Plan type and plan provider
standard
✓
Current fund value and transfer value
standard
✓
Exit penalty
standard
✓
Additional benefits and guarantees
firm-specific
✓
Death benefits and beneficiaries
firm-specific
✓
Can adviser fee be taken? (Ad-hoc and OAC)
firm-specific
→
Intelliflo case fields
downstream
+ Add a field your firm needs
Your process stays yours.
ReLoA simply removes more of the manual work inside it.
Outputs to match.
Different data points, case types, outputs and templates.
And sometimes the checklist isn’t enough.
Documents contain far more information than the fields somebody decided to put into a template six months ago. That’s why ReLoA doesn’t throw the source away once extraction is complete.
Your team can go back to the case and ask questions. ReLoA lets them investigate the underlying documents without starting the search again from page one.
The structured data is useful. The ability to return to the knowledge behind it is even more powerful.
Document Chat
✕
are there any beneficiaries?
Yes, there are nominated beneficiaries on this plan:
Beneficiary
Relationship
Share
Chris George
Partner
85%
Drew Cambell
Child
15%
In short: a paid-up Royal London GPP with a transfer value of ~£162k, no exit penalties and straightforward charging (0.39%).
Tip: Summary page the provides an exportable overview.
and what about early retirement?
Type your question here
➤
Every review also makes ReLoA smarter.
Every day, your operations team is creating extremely valuable information simply by doing its job. A reviewer confirms an answer. Corrects another. Finds an unusual provider format. Resolves an edge case. Traditionally, that knowledge disappears the moment the case is completed.
With ReLoA, those interactions become structured feedback. Corrections become labelled examples. Difficult cases become new tests. Behind ReLoA, AiDP lets us improve the workflow, test the new version against known cases and prove the change before it reaches production.
01
More cases create better evidence
02
Better evidence creates better workflows
03
Better workflows mean less review
04
Less review creates more capacity
This isn’t a system that gets configured once and slowly becomes outdated. The operation itself helps create the data needed to continuously improve it.
ReLoA is growing with the advice process.
We started with one of the most obvious places to begin: provider and LOA documents. Painful, repetitive and document-heavy — exactly the kind of work computers should be doing before humans get involved.
But the same problem exists across an advice firm. Information arrives inside PDFs. Word documents. Provider statements. Emails. Meeting notes. Client conversations. Then somebody has to understand it and turn it into the structure the business needs.
ReLoA is becoming the layer between the messy information entering an advice business and the structured data the business needs to operate.
LIVE
Provider and LOA packs
Where we started. Painful, repetitive, document-heavy.
LIVE
Client Fact Find
A client conversation becomes structured Fact Find information while the original transcript remains available to investigate later.
LIVE
Income reconciliation
Provider statements become reconciled operational data.
LIVE
Document Q&A
Return to the source of any case and ask it questions.
BUILT TO ORDER
Firm-specific workflows
New document processes built around one firm’s requirements rather than waiting for a generic software feature to appear.
Built for financial advice. Powered by AiDP.
ReLoA is powered by AiDP, our document intelligence platform. That matters because we’re not limited to a fixed collection of extraction templates. Underneath ReLoA is the same infrastructure we use to build, evaluate, test and continuously improve sophisticated document workflows.
You get the simplicity of an application built specifically for advice teams, with a serious document-intelligence platform underneath it.
Your client data stays protected
Financial documents contain some of the most sensitive information your clients will ever give you. Data security isn’t an afterthought in ReLoA’s architecture.
UK-hosted infrastructure
Sandboxed language-model environment
Never exposed for third-party model training
What happens when 3½ hours becomes 15 minutes?
It’s tempting to call it a productivity saving. We think that’s only half the story. If you save three hours on one case, you’ve created three hours that can be used somewhere else. Multiply that across a team. Across a month. Across a year.
Growth no longer has to mean adding operational headcount at exactly the same rate. That’s the outcome we’re interested in. Not producing the same pile of work a little faster. Building an advice operation capable of handling a much bigger pile.
More advisers
A paraplanning team can support more advisers.
More clients
An advice firm can onboard more clients.
More cases
An outsourced paraplanning business can accept more cases.
We think the advice firm of the future looks different.
Documents still arrive. Clients still need advisers. Paraplanners still need to think deeply about cases. Humans still make the important decisions. But between the moment information enters the business and the moment somebody needs to exercise judgement, far less manual work should remain.
Documents should arrive already understood.
Important information should already be structured.
Missing information should already be visible.
The source should always be one click away.
Systems should already have the data they need.
People should spend their time on the things people are actually good at. Understanding clients. Thinking. Reviewing. Advising.
Not copying numbers from page 47.
The goal isn’t to process documents faster
Process more. Review faster. Take more business.
Bring us one of the cases your team works on today. We’ll show you what three hours can become.
More cases
Faster turnaround
Higher consistency
Less operational friction