Writing
What we are learning about the work behind financial advice.
Essays and field notes from building Chunkbase with advice firms.
Every piece shows who wrote it, when it was last reviewed and where its factual claims came from.
Author · Date · Review · SourcesEverything, newest first
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Founder's note
Chunkbase is ready for its first firms
From today, advice firms can use the alpha of Chunkbase, and chunkbase.ai shows the software instead of describing it. What works, what doesn't yet, and who we want to build it with.
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Essay
The Work You Haven't Automated Yet: AI in UK Wealth Management
Most AI in advice firms drafts meeting notes and follow-up emails. The expensive work sits underneath. Written for the paraplanners, advisers and principals who suspect they are using AI for the easy half.
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Essay
The Vault Problem: Why Wealth Workflows Break Even When "The Documents Are There"
Client information is spread across PDFs, email, drives and portals. Having the documents is not the same as being able to use them, and that gap is why onboarding and suitability stay manual.
Founding firms
