Pano

Docs

Spaces

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Cut paraplanning from hours to minutes with AI

Pano automates the creation of on-brand client documents, streamlines case management, and gathers policy information in seconds with AI.

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Trusted by UK’s best

IFAs

Nationals

Networks

FTSE

Customer testimonial

We’ve seen a

50% cost saving

We’ve seen a

50% cost saving

“We’d reached a point in our business where we simply couldn’t move forward operationally without greater efficiency. It was clear that technology, and specifically AI, had to be part of the solution. We've achieved a 50% cost saving in one of our key processes, and our clients now receive regulatory communications more promptly and reliably.”

Louisa Major

Operations Director, Frizzell Wealth Management

Current paraplanning workflows are slow

Tools generate rigid, templated reports that still require extensive manual edits for branding, structure, and compliance.

Manually reviewing dozens of pages to catch missed fees, benefits, or compliance risks slows everything down.

Critical details get lost in spreadsheets and scattered emails, compliance risks increase, and it’s hard to scale efficiently.

The AI platform built for paraplanning

Unlike generic automation tools, Pano is purpose-built for paraplanners. Automating report writing, policy information collection, and case tracking in one seamless system.

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The AI platform built for paraplanning

Unlike generic automation tools, Pano is purpose-built for paraplanners. Automating report writing, policy information collection, and case tracking in one seamless system.

Book a Demo

Create branded

reports in minutes

Create branded reports in minutes

Docs automates the creation of branded, compliance-ready client service documents, saving hours of manual work.

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Track & manage all your cases

Spaces offers a unified platform to track every stage of your cases in real-time, ensuring seamless collaboration and organized documentation in one place.

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Power through policy information instantly

Pi AI instantly extracts key pension and financial details, validates accuracy with confidence scores, and syncs everything into Pano Docs in minutes.

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“Pano helps us deliver personalised, scalable advice, without compromising on quality or efficiency.”

“Across the financial advice sector, we've seen mounting pressure: more admin, stricter regulation, rising costs, and the growing expectation to deliver personalised, holistic advice at scale. What stood out about Pano was that it’s built by true technology specialists, not just advisers who’ve pivoted into tech. Our internal teams are more efficient, our Advisers are spending more time with clients, and our operating costs have gone down.”