meetings, captured and 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 to the exact moment it came from.
admin assistant, financial advisers
built 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 sits in on your meetings, writes up what was said, drafts the documents, completes the forms, handles the client emails, and keeps one record of every client that gets deeper every time you speak.
human led.
ai drafted.
never the other way round.
- every touchpoint
- video calls, phone calls, voice notes and the documents you upload, captured rather than lost.
- first drafts in your voice
- documents and emails written into your own templates and house style, not generic boilerplate.
- your sign off, always
- shandy drafts, you review and adjust, and the final word stays where it belongs.
01 / the premise
where the week actually goes
one hour of advice.
three hours of admin.
no adviser got into this work to type. and yet the hour in the room is the cheap part. the write up, the document, the forms and the chase all land afterwards, usually in the evening, usually at the cost of the next client conversation.
shandy was built for that second shift. not to give advice, and not to replace the judgement that makes you worth paying for, but to carry the administrative weight that sits either side of it.
-
01
the write upafter every conversation
the detail is freshest in the ten minutes after a call and coldest by the next morning. so the notes get written twice: a scrawl during the meeting, then a proper version later from memory. shandy writes the proper version first time, from what was actually said, and attaches it to the client while you move on to the next thing.
-
02
the documentreviews, proposals, statements
an investment policy statement or an annual review is largely a matter of restating what you already know in the shape your firm has agreed. the thinking is yours. the typing, the formatting and the hunt for last year's figures are not worth your afternoon. shandy produces the first draft inside your template so your time goes on the parts that need you.
-
03
the formsthe same facts, again
name, date of birth, risk profile, employment, dependants. the same facts keyed into a different layout for the fourth time this quarter, with a transposition error waiting at the end of it. shandy fills what it already holds and leaves the fields your firm wants fixed exactly where they are.
-
04
the follow upwhat was promised in the room
every meeting creates small obligations: confirm a beneficiary, re-run a questionnaire, send a revised schedule. they are easy to agree to and easy to lose. shandy lifts each one out of the conversation as a task, tied to the client and to the moment it was raised, so nothing survives on memory alone.
every hour on the record
is an hour off the relationship.
shandy exists to buy those hours back. it does the work around the advice so the advice itself gets your full attention, and so the client gets the adviser rather than the administrator.
what shandy handles ›
six capabilities, one assistant, no separate tool for each part of the job.
02 / capabilities
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, it turns every touchpoint into something finished: a summary, a task, a document, a completed form, a drafted reply, an answer to a question you would otherwise go digging for.
action items become tasks
every follow up raised in a conversation becomes a task, linked back to the client and to the precise point it was agreed. nothing slips between one meeting and the next because nothing depends on recall.
advice documents, first drafted
investment policy statements, financial reviews and investment proposals, drafted in your firm's own templates and your own voice. a real first draft that reads like you wrote it, ready to be refined rather than rewritten.
forms, completed for you
shandy fills a client's forms from what it already holds about them. your firm decides which fields it populates and which stay fixed, so you get control of the output without the keystrokes.
emails, drafted and managed
connect your inbox and shandy drafts client emails on request, using the history of the thread to inform everything else it writes. each draft fits the relationship already in motion instead of starting from nothing.
ask anything about any client
a conversational interface across every meeting, document, email and file. ask what was agreed, what is outstanding or what changed, then tell shandy to draft the next thing while the answer is still on screen.
full detail on every capability
read the capabilities page ›
03 / the record
one client, one continuous history
every touchpoint,
in one place.
video calls, phone conversations, voice notes, uploaded documents and the email thread all fold into a single continuous record for each client. it gets deeper every time you talk, which means the next draft already knows the last conversation and nothing has to be explained twice.
that is the difference between a transcript and a record. a transcript is a file from one meeting. a record is the relationship, held in order, with every commitment and every document traceable back to the moment it appeared.
the relationship, remembered rather than 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
one client recordfive sources, one order
04 / who it is for
a desk of one, or a firm of many
built around
advised relationships.
wealth management, financial planning, insurance and mortgage advice, from independent practitioners through to large multi adviser firms. shandy meets advisers and their support staff where they already are and adapts to the way the practice already runs, rather than asking the practice to adapt to it.
wealth management
keep portfolios, reviews and recommendations moving without losing the afternoon to write ups and document preparation.
financial planning
turn planning conversations into reviews and proposals while the detail is still fresh and the context is still intact.
insurance advice
capture needs, complete the forms and keep the paper trail whole across every policy conversation you have.
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
for the adviser
the hour after the meeting, returned
you finish the call and the write up already exists, the follow ups are listed, and the review is drafted. what is left is the part only you can do: read it, judge it, change what needs changing and sign it off.
for support staff
the context, without the handover
paraplanners and client service staff work from the same record as the adviser, so preparing a document does not start with a conversation about what happened in a meeting they were not in.
05 / output
what lands on your desk
drafts you would
actually send.
first drafts in your templates and your voice, not generic output with your logo on top. you review, adjust and sign off, and shandy never has the final word. here is the shape of what it puts in front of you.
summarised3 follow upslinked to client
"client wants to revisit risk tolerance before the next contribution. confirm beneficiary details. send the 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 the next meeting
re-run the risk questionnaire raised at 00:31:05
follow up taskstied 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, on every single document.
your templateyour voiceneeds review
advice documentstatement, review, proposal
full namefilled
date of birthfilled
risk profilefilled
adviser declarationfixed by firm
regulatory referencefixed by firm
completed formyour firm controls each field
to: j. harlow
re: your annual review and next steps
drafted from inbox history
client emailin context, in your tone
what did we agree with the harlow account last quarter, and what is still outstanding?
last quarter you agreed to rebalance toward a lower risk allocation and to revisit contributions in the second quarter. outstanding: beneficiary confirmation and the revised review. want me to draft the review now?
from: review callfrom: policy statementfrom: inbox
ask anythingacross meetings, documents and email
06 / for firms
the team tier
practice management,
built in.
the team tier adds what a firm needs to run shandy across its advisers, so the practice operates as one and oversight is part of the work rather than something bolted on at quarter end.
-
01
member administration
add advisers and support staff, structure them into teams that match how the firm actually works, and manage the whole practice from one place.
-
02
permissions
decide who can see and do what. access to clients, records, drafts and settings is set by the firm, not negotiated seat by seat.
-
03
central billing
the firm's account is managed in one place, with administration handled centrally instead of chased across individual advisers.
-
04
shared templates
the firm's document templates and house style live in one library, so every draft starts on brand and on process wherever it was started from.
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 reviewing every client interaction, so what gets checked is no longer down to the luck of the draw.
07 / data
your clients' information stays yours
we do not sell it.
we do not train on it.
your clients trust you with their life's finances. shandy is built so you can extend that trust without giving anything away. data protection here is not a paragraph in the terms, it is how the product is put together.
recognised security and privacy standards
shandy is built against independently recognised security and privacy certifications, so the firms that rely on it can show their clients exactly why that reliance is well placed.
controls that forget on purpose
configure shandy to delete recordings and transcripts automatically on your own schedule. keep precisely what you need and let the rest go, by policy rather than by hand.
never sold, never training data
we do not sell client data and we do not use it to train ai models. it is your firm's information, held for your firm's purpose, and that is the whole of it.
advice stays human led
shandy produces first drafts that require adviser review. the judgement, the relationship and the final decision remain yours. it does the work around the advice, not the advising.
08 / getting started
no implementation project
set up in minutes.
free to start.
shandy earns its place in the first week or it does not. that only works if getting it running costs you an afternoon at most, so onboarding is self service, free to begin, and designed to be useful from your very next client conversation.
01
connect your calendar and meetings
shandy works with the common calendar and meeting tools you already run, so it is in the room from your next client conversation with nothing new to learn first.
02
add your templates and your inbox
point shandy at the documents your firm already sends and connect the mailbox you already use. the first drafts come back in your shapes, not ours.
03
review the first week of work
read the summaries, check the drafts, adjust what is not quite your voice. shandy fits around the practice you have rather than the one a vendor would prefer.
international by default
shandy operates internationally, from offices across several continents, serving advisers in many countries. a global firm and a local practice run on the same assistant.
next step
let's get the admin
let's get the admin
off your desk.
tell us about your practice and what is eating your week. we will show you how shandy fits the way you already work, and you can start free today without a card.