What hurts today
- •FCA fact-find documentation is hours per client
- •Fee disclosure + suitability letters are FCA-sensitive
- •Annual-review reminders slip with no warning
Financial advisors
Fact-finds, fees, and FCA paperwork - handled.
What changes with Brilliant AI
- ✓Avon runs the fact-find pre-collection so the first meeting is value, not data-entry
- ✓Probity reads every suitability letter against FCA COBS + ICO before send
- ✓Levy tracks per-client annual-review windows + drafts the agenda pre-meeting
- ✓Pareto names your top-30 LTV clients + which haven't had a portfolio touch in 18+ months
- ✓Memo writes the monthly per-adviser AUM + retention report
Specialist agents
Named, accountable, on your side.
avon
Avon (FA) - fact-find pre-collection
probity
Probity - FCA COBS red-line check
levy
Levy - annual-review window tracker
report_writer
Memo writes the monthly AUM report