In their own words:

• Re:LoA utilises AI models extensively trained and adapted for the financial advisory market, ensuring tailored performance and accuracy
• By saving 70% to 80% of the time spent on manual data extraction/analysis activities, Re:LoA significantly boosts productivity for financial advisors, administrators, and paraplanners
• Re:LoA features an intuitive application interface and seamless integration with existing workflows and systems, making it easy to adopt within financial advice practices

Synopsis:

• AI-powered solution for financial advice: Codepan’s LOA automates compliance checklist creation and document analysis to streamline the financial advice process.
• Time and cost savings: Reduces administrative burden, allowing advisors to focus on clients and potentially saving the pension transfer industry millions annually.
• Data privacy and security: Locally hosted AI model ensures sensitive client information remains protected.

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