Free scorecard for UK advice firms
Answer 15 questions to find out why the hours never came back, what those tools are actually costing you, and the three things to fix before you buy another one.
Demo film goes here
Get your capacity score
15 questions. Free. Your score and 3 fixes at the end.
What it measures
Most firms that spent money on AI in the last two years cannot point to an hour that came off the clock. The tool moved the work. It did not remove it.
01
The real hours between first meeting and advice delivered.
02
What those hours cost you, and the point at which they cap your growth.
03
Whether your suitability reports read like your firm, or like everyone else’s.
Who built this
Lithika Ranepura
Co-Founder and CEO, Avagance
I am Lithika, co-founder of Avagance. I came to this as an engineer rather than as an adviser, and I built my first business up to an exit before I built software for anyone else. What that taught me is that the work which quietly eats a week is almost never the work you are paid for.
The 15 questions come from what we have seen inside UK advice firms while building the product, and from the advisers, paraplanners and compliance people who shaped it with us. There is no benchmark in it yet. Once enough firms have taken it there will be, and you will be the first to see where you sit.
Maria Psarra
Founding Product Advisor
CISI Level 6 Certificate in Advanced Financial Planning
Founder and Director of Iris Wealth Management, a Partner Practice of St. James’s Place.
Mel Abplanalp
Founding Operations Advisor
DipPFS (CII) · Certificate in ESG Investing (CFA UK)
A decade in financial planning operations, most recently Head of Operations at Emery Little.
About 3 minutes, completely free, and you get your capacity score and the three things to fix before you spend another penny on tooling.
Show me where the hours went