Stop re-keying. Start reviewing.
Chunkbase turns client meeting transcripts, pension statements, and LOAs into a completed fact-find and a cited suitability draft. Paraplanners spend their day thinking, not typing.
Built for FCA-regulated advice. Every output citable. Human review built in.
You’re re-keying pension values from 4 different provider statements into your back-office system.
You’re writing a suitability report at 7 pm because the fact-find took all afternoon.
You’re hunting through SharePoint for the ATR questionnaire the adviser definitely sent somewhere.
You’re the bottleneck. You know this.
Three workflows. Real outcomes.
Fact-find automation
Meeting transcript in, completed fact-find out. Every field traced to the source. Under a minute.
Suitability report drafting
Draft suitability sections with citations back to client statements, risk profiles, and provider documents.
Evidence pack assembly
Assemble the evidence your compliance team needs. Every recommendation linked to supporting documents.
Click any extracted fact to see exactly where it came from. Page, paragraph, document.
Human review in the loop. Audit trail by default. No black-box outputs.
Connects to your document storage and back-office. No rip-and-replace.
“Paraplanners tell us the same thing: data entry eats most of their day, not advice quality. Meeting notes get re-keyed. Provider statements get re-keyed. Everything gets re-keyed.”
We’re building the 2026 UK Advice Firm Benchmark to quantify how much time goes to waste. Early conversations point to 3+ hours per paraplanner per week on document-related admin alone.
Help shape the benchmark →Before and after Chunkbase
Receive meeting notes
Re-read the entire transcript, highlight key details, cross-reference with the existing client file.
Chunkbase extracts objectives, ATR, capacity for loss, and key facts. Source citations attached.
Complete the fact-find
Open your back-office system and re-key every field manually from the transcript and provider statements.
Review pre-populated fields, verify against citations, adjust where your judgement says to.
Draft suitability
Write from scratch at 7 pm, hunting for evidence to support each recommendation.
Review cited draft sections, apply your professional judgement, approve.
Questions paraplanners 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.