Automation?
Accuracy?
Privacy?
Check.
Fast-track the Letter of Authority process with an AI-powered checklist compiled from your clients’ investment data in minutes.

Want to start offering advice faster today?
Leave the paperwork to AI.
Worried about Consumer Duty? Automate your way to more quality time with clients by safely converting their data into one compliant-proof checklist.
What is the client's DRA?
What is the Cash Equivalent Transfer Value?
Is a partial transfer possible?
60
£170,492
Yes
Need a real answer?
Ask our chatbot for an exact reference to where client data was pulled from or use it to train newcomers on your practice's processes.​
Works with what you’ve got.
Worried about bending the business processes you’ve built? Use our API, seamlessly integrate Librarian into your systems or get started with no code at all.
Perfect for advisers and firms.
Streamline your workflows with a one-click automation solution crafted for your practice or firm.
Integration, full support & tailored access to our AI-Powered Document Processing suite.
Automated LoA Checklist Mapping
Internal Q&A ​
AI Assistant Chat​
Human-in-the-Loop Functionality​
Secure Database​
Integration Support​