Pilot Finance offers a cloud‑based, all‑in‑one platform that unifies the entire financial advice workflow—from client enquiry and fact‑finding through research, fund comparison, recommendation, cash‑flow modelling, and compliance reporting. The solution includes an integrated CRM, AI‑driven virtual assistant, and management‑information dashboards that automate data entry and generate pre‑populated reports, helping independent advisers and small‑to‑mid‑size wealth firms reduce manual effort, lower software costs, and eliminate data silos.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisers often rely on multiple, disconnected legacy systems for client onboarding, research, recommendation, compliance reporting, and practice management, leading to high costs, inefficiencies, and data silos.
Solution
Pilot provides a unified, cloud‑based platform that consolidates the entire advice workflow—from client enquiry and fact‑finding to research, fund comparison, recommendation, cash‑flow analysis, and compliance reporting. The system includes an integrated CRM, AI‑driven virtual assistant, and management information tools that automate data entry and generate pre‑populated reports. By delivering a single, end‑to‑end solution, Pilot reduces manual effort, lowers software expenses, and streamlines back‑office operations for advisers.
Target Audience
Primary customers are independent financial advisers and small to mid‑size wealth management firms seeking a single platform to manage client advice end‑to‑end.
Features
- All‑in‑one workflow covering enquiry, fact‑finding, research, recommendation, fund comparison, cash‑flow modelling, and reporting
- Integrated CRM that consolidates client information and interaction history
- AI virtual assistant that automates routine tasks and data entry
- Pre‑populated suitability, risk, and cash‑flow reports to meet regulatory requirements
- Management information dashboards for financial reconciliation and performance analysis
- Cloud‑based architecture with secure data protection and easy access from any device