MonAI GlobalPrivate AI
for advisers

Real workflows. Real output.

35 hours a week saved. Three times admin throughput. £25K of hiring avoided. This is real proof from real UK advisory teams using MonAI on real client files.

Anonymised at the request of the firms.

25 hrsA week back
10 → 30Cases a day
£25KHiring avoided
0Files leave

Proof from real advisory operations

“That in itself has saved us a lot of time at the back end.”
Operations Lead, UK advisory firm
“We got through about 30. Usually get through ten.”
Paraplanner, UK advisory firm
“It's sped up time to us, so we've got more capacity to take more on.”
Operations Lead, UK advisory firm
“It is slick, it's doing it all, it's saving loads of time.”
Director, UK advisory firm
“We don't need another member of staff. We've saved costs.”
Director, UK advisory firm
“The bit where this helps is the annual review preps.”
Director, UK advisory firm

Real Workflow Testimonial

A real UK advisory firm workflow. This is the exact style of output we generate in‑office.

Founder in the Field

MonAI is built alongside real advisory teams. This short clip is from a Calibre 100 networking event in Bath.

Start free. Get in touch if you need more.

The full product free for 30 days, up to three named people. No card, no setup, and you can generate your first report in five minutes.