Your AI associate
Meet Vera.
Vera is your AI associate at Adviser Toolkit. She helps you think, draft and communicate better advice, so you can spend more time on what matters most: your clients.
- Drafts SOAs, ROAs and advice wording
- Explains scenarios in plain English
- Preps talking points for client meetings
- Reads fact-finds into client profiles
Always assists. You decide.
Hi, I’m Vera.
How can I help you today?
How she works
From your scenario to your draft, in four steps.
01 · Ready to help
You ask
Point Vera at a modelled scenario and ask for the draft, the summary or the talking points.
02 · Analysing
She reads your work
Vera works only from your inputs, your client's profile and the modelling behind them.
03 · Working on it
She drafts
A first draft in your brand and your voice, with the compliance content in place.
04 · All done
You decide
Every draft lands unreviewed until you edit and approve it. You stay the author.
Built for a regulated job
She assists. You stay the adviser.
Advice is your licence and your judgment. Vera is built so that never blurs.
- She invents no figures, products or guarantees
- Every draft lands unreviewed until you approve it
- A no-AI composer is always available as a fallback
- Your client data is never used to train AI models
Vera
Your AI associate
Done. First draft ready: 4 recommendations, best-interest content and the money movements table, all from your inputs. Nothing is final until you approve it.
Included on every plan
Metered in credits, so you always know where you stand.
Put Vera on your next SOA.
Book a walkthrough and watch her draft a real scenario, end to end, with you as the author.