Key Features
- 📞 AI Caller for Provider Valuations
Our AI dials pension and investment providers, navigating phone menus and retrieving real-time data on your behalf.
- 📄 Smart Document Analysis
Instantly extracts fund details, fees, and benefits from PDFs — no manual keying.
- ⚖️ Transfer Viability & Compliance Reports
Automated comparisons with new solutions, complete with FCA-justified reports for suitability approval.
- 🚀 Built for Pensions and Investments
Whether it’s SIPPs, workplace pensions, or general investment accounts — FinAlchemy simplifies the advice process.
- 🔄 End-to-End Advice Workflow Automation
Less admin. Faster compliance. Happier clients.
Back the Future of Adviser Technology
FinAlchemy is currently raising SEIS-eligible funding to complete development and expand across the adviser market.
Join us as we build the UK’s leading AI-driven suitability platform — bridging tech, compliance, and client outcomes.