meetings, captured & summarised
join the video call, dial in on the phone, or drop a voice note afterwards. shandy listens, summarises, and writes it up — then keeps the summary attached to the client and the exact moment it came from.
admin assistant — financial advisers
est. for the people who advise
the advice was always the job.
the admin just got in the way.
shandy®
the ai practice assistant for financial advisers and the people who support them. it captures your meetings, drafts your documents, completes your forms, manages your emails, and keeps one deepening record of every client — so your hours go to advice, not admin.
- every touchpoint
- video calls, phone calls, voice notes and uploaded documents — captured, not lost.
- first drafts, your voice
- documents and emails written in your templates and tone — never generic boilerplate.
- human-led, always
- shandy drafts. you review, adjust and sign off. the final word stays yours.
what shandy does
it was never just a
it was never just a
note-taker.
the note-taker stops at the notes. shandy keeps going — across video calls, phone conversations, voice notes and the files you upload — and turns every touchpoint into something finished. one assistant for the whole administrative weight of giving advice.
action items become tasks
every follow-up raised in a conversation becomes a task — linked back to the client and the precise point it was raised. nothing slips between one meeting and the next.
advice documents, first-drafted
investment policy statements, financial reviews, investment proposals — drafted in your firm's own templates and your own voice, not generic output. a real first draft, ready for you to refine.
forms, completed for you
shandy fills a client's forms from what it already holds about them. your firm decides which fields it populates automatically and which stay fixed — control without the keystrokes.
emails, drafted & managed
connect your inbox and shandy drafts client emails on request — and uses your email history to inform everything else it writes, so each draft fits the relationship already in motion.
ask anything about any client
a conversational interface over every meeting, document, email and file. ask what was agreed, what's outstanding, what changed — or tell it to draft and create on the spot.
human-led—ai-drafted®
one record · every interaction
every touchpoint,
every touchpoint,
in one place.
video calls, phone conversations, voice notes, uploaded documents, the email thread — shandy folds all of it into a single, continuous record for each client that gets deeper every time you talk. so the next draft already knows the last conversation, and nothing has to be re-explained.
the relationship, remembered — not re-keyed.
12 mar · 14:02
annual review callsummarised · 3 follow-ups extractedvideo
12 mar · 14:31
investment policy statementfirst draft · in your templatedocument
09 mar
quick check-invoice note · risk tolerance notedvoice note
02 mar
re: contribution changeemail thread · linked to recordemail
21 feb
signed risk questionnaireuploaded document · fields readfile
who shandy is for
a desk of one,
or a firm of many.
wealth management, financial planning, insurance, mortgage advice — independent practitioners through to large multi-adviser firms. shandy meets advisers and their support staff where they already are, and adapts to the way your practice already runs.
wealth management
keep portfolios, reviews and recommendations moving without losing the hours to write-ups and document prep.
financial planning
turn planning conversations into reviews and proposals while the detail is still fresh and the context is intact.
insurance advice
capture needs, fill the forms and keep the paper trail complete across every policy conversation.
mortgage advice
move from fact-find to recommendation with the documentation drafted and the client detail already in hand.
scales with the practice
independent adviser → support staff → multi-adviser firm
what comes out of it
drafts you'd
actually send.
first drafts in your templates and your voice — not generic output. you review, adjust, and sign off. shandy never has the final word. here's the shape of what it puts on your desk.
summarised3 follow-upslinked to client
"client wants to revisit risk tolerance before the next contribution. confirm beneficiary details. send updated review."
meeting summaryfrom a video call
confirm beneficiary details from review call · 00:14:22
draft updated financial review linked to the harlow account
send revised contribution schedule due before next meeting
re-run risk questionnaire raised at 00:31:05
follow-up taskslinked to the moment
first draft.
your final word.
everything shandy produces is a starting point for adviser review — the judgement, the relationship and the sign-off stay with you.
your templateyour voiceneeds review
advice documentips · review · proposal
full namefilled
date of birthfilled
risk profilefilled
adviser declarationfixed by firm
regulatory ref.fixed by firm
completed formfirm controls each field
to: j. harlow
re: your annual review & next steps
drafted from inbox history
client emailin context, in your tone
what did we agree with the harlow account last quarter, and what's still outstanding?
last quarter you agreed to rebalance toward a lower-risk allocation and revisit contributions in q2. outstanding: beneficiary confirmation and the revised review. want me to draft the review now?
from: review callfrom: ips draftfrom: inbox
ask anythingacross meetings, docs & email
the team tier
practice management,
practice management,
built in.
the team tier adds everything a firm needs to run shandy across its advisers — so the practice operates as one, and oversight isn't an afterthought bolted on at quarter-end.
member administration
add advisers and support staff, structure them into teams, and manage the whole practice from one place.
permissions
decide who can see and do what — control access to clients, records, drafts and settings across the firm.
billing
manage the firm's account in one place, with administration handled centrally rather than seat by seat.
shared templates
put the firm's document templates and house style in one library, so every draft starts on-brand and on-process.
firm-wide compliance oversight
compliance that sees everything.
shandy understands regulatory language. it identifies the disclosures an interaction requires and moves compliance from sampling a handful of files toward full coverage of every client interaction — so what gets reviewed isn't down to the luck of the draw.
data protection
we don't sell it.
we don't train on it.
your clients trust you with their lives' finances. shandy is built so you can extend that trust without giving anything away. data protection isn't a page in the terms — it's how the product is designed.
recognised security & privacy standards
shandy is built on independently recognised security and privacy certifications, so the firms that rely on it can show their clients exactly why that trust is well placed.
controls that forget on purpose
configure shandy to automatically delete recordings and transcripts on your own schedule. keep exactly what you need, and let the rest go — by policy, not by hand.
never sold. never training data.
we do not sell client data, and we do not use it to train ai models. it's your firm's information, kept for your firm's purpose — full stop.
advice stays human-led
shandy produces first drafts that require adviser review. the judgement, the relationship and the final decision remain yours — the assistant does the work around the advice, not the advising.
getting started
set up in minutes.
free to start.
01
works with your calendar & meetings
shandy connects to the common calendar and meeting tools you already run, so it's in the room from your very next client conversation — nothing new to learn before it earns its place.
02
free, self-service onboarding
get started on your own in minutes. no procurement marathon, no implementation project, no waiting on a kickoff call — switch it on and shandy is working alongside you the same day.
03
wherever you advise
shandy operates internationally, from offices across several continents, serving advisers across many countries — so a global firm and a local practice run on the same assistant.
get in touch
[ free self-service onboarding ]
let's get the admin
off your desk.
tell us about your practice and what's eating your week. we'll show you how shandy fits the way you already work — and you can start free today, no card required.
message ready.
thanks — your email draft is open and addressed to hello@shandyco.com. send it and we'll be in touch shortly to get shandy set up around the way you already work. prefer the phone? call (708) 439-9567.
talk to a human
(708) 439-9567
email
hello@shandyco.com
office
shandy, inc
6219 ranchito ave
van nuys, ca 91401
6219 ranchito ave
van nuys, ca 91401
how we work
advice stays human-led. shandy drafts; you review and sign off. and we operate internationally — from offices across several continents.