ONGOING ADVICE REVIEWS

A transformative AI solution
for ongoing advice reviews

Recordsure's revolutionary, automated AI allows you to manage ongoing advice reviews with superior accuracy and efficiency.

Never miss a review again

Recordsure has a proven track record in successfully reading and processing ongoing advice documentation to ensure firms never miss a review ever again.

Recordsure AI

Unleash the power of unique, mature machine learning

  • Hassle-free solution for ongoing advice reviews
  • Store and keep track of the right evidence for your clients

As the FCA scrutinises the sector, it’s important to act now to ensure you have suitable justification on file for any client charges. 

Let AI do the heavy lifting

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Unique solution to store and keep track of the right evidence

Rapidly trained

Our model swiftly adapts to understand your firm’s bespoke document style. 

Changes with you

It can evolve with any changes you make to document templates and styles. 

Thorough checks

Recordsure AI examines document dates to ensure they are within the required criteria. 

Seamless solution

Automated workflows alert advisers to any missing advice periods for prompt address. 

Never miss a review

Download our Insight Guide to the benefits of implementing
AI to manage your ongoing advice reviews.

We’re compliance specialists

A reassuring, watchful eye continually enhanced over 13 years 

Check 100% advice

The FCA is likely to mandate 100% checking to identify compliance failures if it comes to light that some ongoing advice reviews have been missed.  

 

Reliable process

Experience peace of mind with Recordsure AI, where every asset under advice is monitored to facilitate timely reviews and evidence on file. 

Automated workflow

Our automated process checks that key evidentiary documents have been uploaded to your practice management system. It only notifies you when evidence is missing so an adviser can follow up.

Proven track record

Recordsure’s AI technology has satisfied the UK and Australian regulators whilst checking over 90 million documents and £5 billion in services. 

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A process you can rely upon

Our AI automated process and workflows work hand in hand with yours - for more efficient and accurate outcomes

Everyday monitoring and thematic reviews

Utilising Recordsure AI in your practice management system gives you confidence, as our seamless background checks have you covered. We’ll only notify you if there are any advice gaps to address. 

Efficient ongoing advice reviews

Our AI has been developed by human experts and trained over thousands of hours of documents and audio records. We created unique models that understand and process the data they read, removing the need for manual effort to process and analyse ongoing advice documentation. 

What makes us different

Recordsure AI excels in precise data analysis and strategic planning by using predictive AI  ideal for effective data interpretation and ongoing advice reviews. 

Trusted technology

Recordsure’s technology has verified over 1 million years of advice fees, encompassing 90 million documents and £5 billion in services, and has satisfied UK and Australian regulators. 

See it in action

Let Recordsure AI relieve the burden of your ongoing advice reviews with our automated process workflows and essential regulatory evidence. 

Resources

We help our clients deliver more effective and efficient reviews. Here’s how:

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