Less grind,
more advice.
The AI platform for advice operations. Reduce admin from hours to minutes, so your practice grows faster than your costs.
getpano.com
getpano.com
From meeting to outcome.
One connected journey.
Each stage hands the next everything it learns.
The work gets faster as it goes.
From meeting to outcome.
One connected journey.
Each stage hands the next everything it learns. The work gets faster as it goes.
From meeting to outcome.
One connected journey.
Each stage hands the next everything it learns.
The work gets faster as it goes.
Prepare.
Build pre-meeting packs in 60 seconds, not 30 minutes. Define a template once, upload your inputs, and Pano compiles portfolio data, client history, progress against goals, and a personalised meeting agenda, automatically informed by everything Pano already knows about this client.
Capture.
Extract.
Complete.
Generate.
Prepare.
Build pre-meeting packs in 60 seconds, not 30 minutes. Define a template once, upload your inputs, and Pano compiles portfolio data, client history, progress against goals, and a personalised meeting agenda, automatically informed by everything Pano already knows about this client.
Advice should flow.
Yours doesn't, yet.
Rising demands, rising costs, and disconnected tools are slowing firms down and putting advice quality at risk
Advice should flow.
Yours doesn't, yet.
Rising demands, rising costs, and disconnected tools are slowing firms down and putting advice quality at risk
Advice should flow.
Yours doesn't, yet.
Rising demands, rising costs, and disconnected tools are slowing firms down and putting advice quality at risk
Productivity increase
2x
"Our internal teams are more efficient. Advisers spend more time with clients, and our operating costs have gone down."
Sam Fitzgibbon Managing Director at Pinnacle Wealth
End-to-end turnaround
20 minutes
"The difference has been huge: faster turnaround, greater accuracy, and the ability to scale with confidence.”
Chia Shamsaddini Director at Clarence Place WM
Annual reviews cost saving
70%
“Pano has helped us bring more work in-house, generating significant savings while improving adviser engagement.”
Sian Matheson Managing Director at Meta Advisers
Cost reduction
50%
“Pano did what more hands never could do, giving us back the time to focus on our clients rather than the process.”
Louisa Major Operations Director at Frizzell WM
Suitability letter drafting
Before
60 minutes
With Pano
5 minutes
Result
12x faster
LOA comparison
Before
30 minutes
With Pano
5 minutes
Result
6x faster
Client meeting preparation
Before
30 minutes
With Pano
2 minutes
Result
15x faster
Cost per transfer case
Before
£67
With Pano
£14
Result
79% lower
Wealth manager cuts £140k
from annual employee costs
30%
Reduction in annual employee costs
The same team clears nearly
double the case volume
1.9x
Plans completed per paraplanner, no new hires
Productivity increase
2x
"Our internal teams are more efficient. Advisers spend more time with clients, and our operating costs have gone down."
Sam Fitzgibbon Managing Director at Pinnacle Wealth
End-to-end turnaround
20 minutes
"The difference has been huge: faster turnaround, greater accuracy, and the ability to scale with confidence.”
Chia Shamsaddini Director at Clarence Place WM
Annual reviews cost saving
70%
“Pano has helped us bring more work in-house, generating significant savings while improving adviser engagement.”
Sian Matheson Managing Director at Meta Advisers
Cost reduction
50%
“Pano did what more hands never could do, giving us back the time to focus on our clients rather than the process.”
Louisa Major Operations Director at Frizzell WM
Suitability letter drafting
Before
60 minutes
With Pano
5 minutes
Result
12x faster
LOA comparison
Before
30 minutes
With Pano
5 minutes
Result
6x faster
Client meeting preparation
Before
30 minutes
With Pano
2 minutes
Result
15x faster
Cost per transfer case
Before
£67
With Pano
£14
Result
79% lower
Wealth manager cuts £140k
from annual employee costs
30%
Reduction in annual employee costs
The same team clears nearly
double the case volume
1.9x
Plans completed per paraplanner, no new hires
Three foundational layers
make the difference.
Everything else in your stack is as good on day one as it will ever be. Pano compounds. Every document, every meeting, every case makes the next one sharper.
Three foundational layers make the difference.
Everything else in your stack is as good on day one as it will ever be. Pano compounds. Every document, every meeting, every case makes the next one sharper.
Three foundational layers
make the difference.
Everything else in your stack is as good on day one as it will ever be. Pano compounds. Every document, every meeting, every case makes the next one sharper.
A vision for continuous advice
A vision for continuous advice
A few words about our vision
Today, advice happens in episodes. A client has a life event, books a meeting, and receives a letter weeks later. Between meetings silence. The adviser relationship is real, but the system doesn't support it.
Advice is moving toward a continuous model where the system actively monitors client circumstances, identifies when advice is needed, and helps advisers demonstrate ongoing value in a rich, engaging way.
client.context is the foundation for this shift. When the system truly knows each client their goals, their history, their evolving circumstances it can do more than respond to requests. It can anticipate them.
A living memory
An intelligence layer that continuously evolves its understanding of every client to enable richer, personalised outcomes.
A living memory
An intelligence layer that continuously evolves its understanding of every client to enable richer, personalised outcomes.
Always-on compliance
Embed your compliance framework into the process to support pro-active, not reactive case checking.
Always-on compliance
Embed your compliance framework into the process to support pro-active, not reactive case checking.
Decision-making analytics
From productivity to profitability. The insights you've always wanted, from the data you never had.
Decision-making analytics
From productivity to profitability. The insights you've always wanted, from the data you never had.
Built for every role in the
advice journey.
Great advice is a team effort. Pano brings everyone together in one place to work, collaborate and deliver.
Built for every role in the advice journey.
Great advice is a team effort. Pano brings everyone together in one place to work, collaborate and deliver.
Built for every role in the
advice journey.
Great advice is a team effort. Pano brings everyone together in one place to work, collaborate and deliver.
Advisers.
Walk into every meeting with exactly what matters for that client. Walk out knowing follow up is already handled, from actions to outcomes. Pano takes care of the admin so you can focus on your clients.
Paraplanners.
Practice Leaders.
Advisers.
Walk into every meeting with exactly what matters for that client. Walk out knowing follow up is already handled, from actions to outcomes. Pano takes care of the admin so you can focus on your clients.
Enterprise-grade security.
Made for regulated firms.
Your data stays yours, always. What we do hold is encrypted,
access-controlled, and auditable by default.
ISO 27001
Cyber Essentials
GDPR Compliant
UK Data Residency
Enterprise-grade security.
Made for regulated firms.
Your data stays yours, always. What we do hold is encrypted, access-controlled, and auditable by default.
ISO 27001
Cyber Essentials
GDPR Compliant
UK Data Residency
Enterprise-grade security.
Made for regulated firms.
Your data stays yours, always. What we do hold is encrypted,
access-controlled, and auditable by default.
ISO 27001
Cyber Essentials
GDPR Compliant
UK Data Residency
Comprehensive audit logs
No training on your data
End to end encryption
External penetration testing
Secure data isolation
Granular access controls
AI purpose-built
for advice
Pano connects every step of the advice journey.
So your advisers spend their time on advice, not admin.
AI purpose-built
for advice
Pano connects every step of the advice journey. So your advisers spend their time on advice, not admin.
Use your preferred LLM
to work with Pano
Use your preferred LLM
to work with Pano