How it works
ReLoA is a solution designed to streamline the Letters of Authority (LOA) process for UK pension advisers. It leverages Artificial Intelligence (AI) to automate the extraction of crucial information from pension transfer documents (and not only), enabling advisers to save significant time and improve accuracy.
Pricing Plans
Chose the right plan for your needs
Light
Designed for small firms with up to 2 users and 10 checklists per month. Access core automation features to streamline your LOA process efficiently.
Checklists/month: 10
Users: Unlimited
Available checklists : DC Pension, Investments, Bonds, DB Review
CRM integations: Plannr, Intelliflo, more coming soon
More detail
£69/per month
Start
Premium
Ideal for mid-sized firms with up to 5 users and 20 checklists per month. Includes all Lite Package features, with an increased checklist allocation to support more extensive document processes.
Checklists/month: 20
Users: Unlimited
Available checklists : DC Pension, Investments, Bonds, DB Review
CRM integations: Plannr, Intelliflo, more coming soon
More detail
£99/per month
Start
Enterprise
Tailored for large firms with up to 15 users and 60 checklists per month. Gain access to the full suite of automation features, with a higher checklist allocation to handle large-scale document processing needs.
Checklists/month: 60
Users: Unlimited
Available checklists : DC Pension, Investments, Bonds, DB Review
CRM integations: Plannr, Intelliflo, more coming soon
More detail
£239/per month
Start
Unused checklists roll over to the following months, allowing you to accumulate credits and use them as needed, providing flexibility and ensuring maximum value.
Frequently Asked Questions
What is ReLoA?
How does ReLoA comply with GDPR?
Is ReLoA analysis reliable?
Why use ReLoA instead of generic AI tools?
Who can benefit from using ReLoA?
Still have question? Contact us.
