Wealth's first AI-driven LoA system – 4admin

4admin offers an AI-driven workflow platform built for financial advice support teams. Their core solution automates the Letter of Authority process by extracting key policy and client data from documents, generating checklists, and updating CRM systems, dramatically reducing manual admin time. The system integrates with common tools like Outlook, Excel, Word, and major CRM platforms to fit into existing back-office stacks. Trusted by 100+ UK advice firms, 4admin speeds up data analysis from hours to minutes, cuts errors, and helps teams handle higher volumes of work with improved compliance and accuracy. Founded to solve repetitive admin work, the platform supports faster turnaround, clearer client records, and more capacity for higher-value tasks.