Same team. More clients. Faster onboarding.
Compress the document-heavy parts of your service model. Your team gets capacity for the work growing the firm.
Built for FCA-regulated advice. Every output citable. Human review built in.
Onboarding takes 4 to 12 weeks. You stopped pretending this is fine.
You will not find paraplanners to hire. No one will.
Every new adviser costs another 0.5 paraplanner in back-office load.
You quote fixed fees on unpredictable effort.
Three workflows. Real outcomes.
Onboarding compression
Upload documents. Structure client data. Flag missing items. See client fit before committing full onboarding resources. Weeks become days.
Annual review throughput
Pre-populated review packs. Same team, more reviews per paraplanner per year.
File-check automation
More sample coverage. Less cost per check. Evidence assembly in minutes.
“Every firm we speak to is trying to serve more clients without proportionally growing headcount. The constraint is almost always the document-heavy parts of the service model.”
The 2026 Benchmark is measuring cost-to-serve and time-per-workflow across UK advice firms for the first time.
Contribute to the benchmark →Before and after Chunkbase
Client onboarding
4 to 12 weeks. Document collection, data entry, chasers, version confusion. Week 8: client’s assets fall below your minimum.
Documents in. Data structured. Missing items flagged. Client fit visible from day one.
Annual reviews
Full day per review. 200 reviews. Constant backlog.
Pre-populated packs. Same team. Double the throughput.
Scaling the team
Every new adviser needs 0.5 more paraplanners. Hiring takes months.
New advisers onboard faster. Existing paraplanners handle more volume.
Questions operations leads ask us
See Chunkbase in action with your documents
Book a 20-minute demo. Bring a redacted transcript or client pack and we'll show you what Chunkbase does with your actual workflow.
Built for FCA-regulated workflows. Every output reviewable. No black boxes.