Turn
Saturn is an AI-driven platform that helps financial advice firms automate client meeting documentation and streamline workflows, turning unstructured data from meetings and documents into actionable insights. The platform integrates with back-office systems, portfolio tools, and advice platforms to create a single source of truth for client data, saving advisers hours of manual note-taking each week. Saturn also offers a Guardian Compliance Suite that uses intelligent risk management technology to transform compliance from a burden into a strategic advantage.
- Artificial Intelligence
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Financial advisers spend significant time on manual administrative tasks such as producing meeting notes, capturing client data, and managing compliance requirements. This reduces the time available for high-value strategic work, slows down client service delivery, and increases the risk of data errors or compliance gaps.
Solution
Saturn provides an AI-driven workflow automation platform designed for financial advice firms. It captures unstructured data from client meetings, documents, and other sources, and converts it into structured, actionable insights that feed directly into existing back-office systems. The platform enables seamless two-way integrations with cashflow, portfolio, document management, and advice platforms, establishing a unified single source of truth for client information. Saturn also includes the Guardian Compliance Suite, which employs intelligent risk management technology to streamline compliance monitoring and reporting, turning regulatory obligations into a smoother, more efficient process. By automating meeting notes, data capture, and compliance tasks, Saturn helps advisers reclaim hours each week and focus on delivering strategic, client-centered advice.
Target Audience
Primary customers are financial advice firms, wealth management companies, and advisory networks seeking to improve operational efficiency, reduce manual administrative workloads, and enhance client experience through AI-driven automation.
Features
- AI-powered data capture that converts unstructured meeting notes and documents into structured, actionable client insights
- Two-way integrations with back-office systems, cashflow tools, portfolio platforms, document management systems, and advice platforms
- Guardian Compliance Suite for intelligent risk management and automated compliance workflow support
- CoPlanner plugin ecosystem including a Microsoft Word add-in and Chrome/Edge browser extension for embedded workflow support
- Unified data repository that creates a single source of truth for all client information across connected systems
- Adoption and continuous improvement services to help firms get their teams AI-ready and redesign processes around platform capabilities