4admin moved quickly to route investment details to client asset plans automatically and remember which record type is which on existing pension plans.
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Our Xplan clients asked for this one loudly enough that we moved quickly. Investment details now push through, not just pensions. Pensions go to the client's Pension pla…
Company
4admin
Built for the back office. Powered by AI.
- Industry
- Financial Services
- Location
- London, GB
- Company size
- 2–10 employees
About 4admin
4admin automates the Letter of Authority process for UK financial advice firms — cutting case turnaround times, eliminating manual data entry, and improving compliance. Every case processed compounds into a dataset of provider behaviour which enables faster transfers, fewer surprises, and better client outcomes.
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