Saturn

Saturn makes AI software for financial advice firms. It records client meetings, drafts the paperwork that follows and checks files for regulatory compliance, with the aim of cutting administrative time for advisers and paraplanners.

The data capture tools turn meetings, documents and other unstructured inputs into structured client records and insights. Workflow tools draft suitability letters and prepare annual reviews. The Guardian compliance suite automates file checks and reviews of meeting conduct, giving a firm a view of regulatory adherence across client interactions. Two-way integrations connect Saturn with back-office systems, cash-flow modeling tools, portfolio and advice platforms, and document stores, so that client data stays consistent. The company also helps clients with AI training, adoption planning and process mapping during rollout, and it says client data is never used to train models.

Saturn is based in London. The company says more than 500 advice firms and over 3,000 advisers use the product. Pricing is not published, and firms are asked to contact the company.