Announcing our v2 features 🎉
Wealth's first
AI-driven
LoA system
Slash LoA turnaround times, eliminate manual data entry and improve compliance.
Trusted by leading companies
Analyse. Automate. Accelerate.
Discover how 4admin transforms time-consuming admin into one-click tasks.
We have been so impressed with 4admin and it has massively reduced timescales with how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn’t hesitate to recommend 4admin to anyone!
Frankie HayesDirector @ First Service Financial
Streamline your LoA Workflows with AI
Analysing, tracking and following up on LoA's is time-consuming. Unlock your team's potential by centralising; data extraction, information requests, checklist generation, filenotes and CRM updates with AI.
Cut LoA analysis from 90 minutes to 90 seconds
Say goodbye to trawling through pages of provider information only to find 50% of what you need is missing.
Seamless Integrations
Fits directly into your existing tech stack. Boost productivity with our seamless back office integrations.
Is there a servicing adviser on this policy? Additionally, can you confirm whether a bid offer spread applies, it wasn't covered in the pack you sent.
Contact providers in-app
Call or email providers directly from 4admin. Calls are automatically transcribed, summarised with AI and filenotes generated.
Spend days, not weeks
Automate policy analysis, additional information requests and CRM updates. 4admin does the heavy lifting for you.
Join 100+ subscribing firms
More than 100 companies use 4admin to save time, reduce costs, and improve accuracy in their LoA processes.
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. So much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function.
Heather Wiltshire
Head of Client Support @ Canter Holland
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran's dedication to understanding our needs and providing tailored support has been exceptional.
Robert McLeneghen
Paraplanner @ Intelligent Pensions
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. So much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function.
Heather Wiltshire
Head of Client Support @ Canter Holland
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran's dedication to understanding our needs and providing tailored support has been exceptional.
Robert McLeneghen
Paraplanner @ Intelligent Pensions
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. So much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function.
Heather Wiltshire
Head of Client Support @ Canter Holland
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran's dedication to understanding our needs and providing tailored support has been exceptional.
Robert McLeneghen
Paraplanner @ Intelligent Pensions
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. So much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function.
Heather Wiltshire
Head of Client Support @ Canter Holland
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran's dedication to understanding our needs and providing tailored support has been exceptional.
Robert McLeneghen
Paraplanner @ Intelligent Pensions
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy to use for all. We look forward to continuing to benefit from the developments that this fast-improving resource is providing.
Frances Kemp
Director of Business Services @ SG Wealth Management
4Admin has greatly increased our efficiency levels in collecting information for our client's plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.
Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4Admin has transformed the data gathering process making everything far more efficient and streamlined. We've saved countless hours reading policy documents and typing notes, allowing us to improve turnaround times and provide a better experience for clients. I'm thoroughly impressed and can't imagine going back to the old way of doing things. Highly recommended!
Alexandra Varley
Paraplanner @ Simpson-Wood
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy to use for all. We look forward to continuing to benefit from the developments that this fast-improving resource is providing.
Frances Kemp
Director of Business Services @ SG Wealth Management
4Admin has greatly increased our efficiency levels in collecting information for our client's plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.
Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4Admin has transformed the data gathering process making everything far more efficient and streamlined. We've saved countless hours reading policy documents and typing notes, allowing us to improve turnaround times and provide a better experience for clients. I'm thoroughly impressed and can't imagine going back to the old way of doing things. Highly recommended!
Alexandra Varley
Paraplanner @ Simpson-Wood
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy to use for all. We look forward to continuing to benefit from the developments that this fast-improving resource is providing.
Frances Kemp
Director of Business Services @ SG Wealth Management
4Admin has greatly increased our efficiency levels in collecting information for our client's plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.
Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4Admin has transformed the data gathering process making everything far more efficient and streamlined. We've saved countless hours reading policy documents and typing notes, allowing us to improve turnaround times and provide a better experience for clients. I'm thoroughly impressed and can't imagine going back to the old way of doing things. Highly recommended!
Alexandra Varley
Paraplanner @ Simpson-Wood
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy to use for all. We look forward to continuing to benefit from the developments that this fast-improving resource is providing.
Frances Kemp
Director of Business Services @ SG Wealth Management
4Admin has greatly increased our efficiency levels in collecting information for our client's plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.
Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4Admin has transformed the data gathering process making everything far more efficient and streamlined. We've saved countless hours reading policy documents and typing notes, allowing us to improve turnaround times and provide a better experience for clients. I'm thoroughly impressed and can't imagine going back to the old way of doing things. Highly recommended!
Alexandra Varley
Paraplanner @ Simpson-Wood
4admin has helped transform how we complete data gathering. Not only has it helped save a significant amount of time, it also identifies gaps and streamlines the process of going back to the provider to get the missing answers. 4Admin has helped my productivity soar. I can't recommend this software enough for anyone looking to enhance their efficiency!
Lauren Turner
Paraplanner @ TFP
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.
Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn't hesitate to recommend 4admin to anyone!
Frankie Hayes
Director @ First Service Financial
4admin has helped transform how we complete data gathering. Not only has it helped save a significant amount of time, it also identifies gaps and streamlines the process of going back to the provider to get the missing answers. 4Admin has helped my productivity soar. I can't recommend this software enough for anyone looking to enhance their efficiency!
Lauren Turner
Paraplanner @ TFP
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.
Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn't hesitate to recommend 4admin to anyone!
Frankie Hayes
Director @ First Service Financial
4admin has helped transform how we complete data gathering. Not only has it helped save a significant amount of time, it also identifies gaps and streamlines the process of going back to the provider to get the missing answers. 4Admin has helped my productivity soar. I can't recommend this software enough for anyone looking to enhance their efficiency!
Lauren Turner
Paraplanner @ TFP
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.
Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn't hesitate to recommend 4admin to anyone!
Frankie Hayes
Director @ First Service Financial
4admin has helped transform how we complete data gathering. Not only has it helped save a significant amount of time, it also identifies gaps and streamlines the process of going back to the provider to get the missing answers. 4Admin has helped my productivity soar. I can't recommend this software enough for anyone looking to enhance their efficiency!
Lauren Turner
Paraplanner @ TFP
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.
Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn't hesitate to recommend 4admin to anyone!
Frankie Hayes
Director @ First Service Financial
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PPs were spending more time on admin and data gathering than we'd like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
4admin's LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.
Debbie Condon
Director @ Intuitive Support Services
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PPs were spending more time on admin and data gathering than we'd like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
4admin's LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.
Debbie Condon
Director @ Intuitive Support Services
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PPs were spending more time on admin and data gathering than we'd like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
4admin's LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.
Debbie Condon
Director @ Intuitive Support Services
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PPs were spending more time on admin and data gathering than we'd like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
4admin's LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.
Debbie Condon
Director @ Intuitive Support Services
Privacy is our Priority
We've built 4admin with security and privacy at its core, ensuring client data remains protected at every step.
UK AI models
Our AI models are fine-tuned and deployed exclusively on UK servers, ensuring data never leaves the country. We have never (and never will) use your data to train our models.
Microsoft Azure Cloud
We host all our services on UK-based secure cloud resources on Microsoft Azure, providing enterprise-grade security and reliability through virtualisation, firewalls and more.
User-driven data control
Take full control of your data with our user-driven data-wiping capabilities. You decide what data to keep and what to remove. Policies are automatically deleted if not viewed or modified for 9 months.
Cyber Essentials Plus
We're proud to be Cyber Essentials Plus certified, demonstrating our commitment to cybersecurity best practices.
Frequently Asked Questions
If you have any other questions, please don't hesitate to contact us at support@4admin.co.uk.
