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Quick Tasks
Quick tasks are designed to save advisers time and energy. Default tasks include file notes, client communications and policy information summaries.
Organisational Managment
Manage your team and/or organisation centrally, create bespoke tasks, control access and define privacy & permission settings.
Robust Security
We have built a proprietary privacy layer that strips out personal and client information before sharing with external AI. The belt and braces approach.
Secure AI for Financial Advisers
Creating advice capacity for...
Same Day Adoption
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Simple & Powerful. Quick Tasks.
File Note Generation
Same day admin. Generate file notes after an advice meeting. Input your notes through text, speech, dictation or photographs.
Fund Research
Speed up fund research, use a quick task to find appropriate links to fund factsheets, KIID, Prospectus, Trustnet and Morningstar.
Policy Information (LOA)
Find pertinent information in weighty policy information documents, search for specific questions and/or summarise according to templates.
Client Emails
Create draft client communications, individually or in bulk, for example a review meeting follow up, or a perhaps a post budget round up.
Document Generation
Generate basic documents, according to company specific templates in our quick tasks section. Plus in our reports module build and create Suitability Report et. al.
Bespoke
Quick tasks are also completely customisable per firm, allowing you to create AI powered actions with the comfort of our privacy layer.
See What Our Clients Are Saying
"The ability to quickly create custom quick tasks has helped us achieve consistent time savings based on our existing systems and processes - 5 minutes here, 10 minutes there - it adds up. Additionally, it has gifted our colleagues the confidence to get the best possible results in the safest possible way. Highly recommended!”
Jordan Fletcher
Director, ALL3
“Since implementing WealthSpace, we have significantly reduced our workload and become much more efficient in just a few weeks. WealthSpace has streamlined our existing processes, making them faster and more effective.”
Karen Fussell
Ops Director, OWM (Newbury)
“WealthSpace has been a huge time-saver for us. Even though we already had a good level of automation, we saw an immediate 25% reduction in the time it takes to process a client - that really adds up. I prefer to work in an auditory way, so being able to dictate my notes after meetings and have the platform generate clear, consistent file notes has made my life so much easier. Highly recommended."
Mike Haupt
Director. Haupt & Haupt FS
“At Highclere Wealth we have experienced significant improvements in efficiency and client service capabilities since integrating WealthSpace into our operations. Implementation was simple with major improvements from day one.”
Deane Anderson
Director, Highclere Wealth
“Since switching to SaaSy, our team’s productivity has skyrocketed. The intuitive interface and robust feature set have made it easy for us to collaborate and stay on top of our projects.”
Ray M.
Project Manager at BrightTech
“The integration capabilities of SaaSy have been a game-changer for us. We can now manage our CRM, marketing, and financial data all in one place, saving us countless hours.”
Jennifer W.
CEO of Creative Minds
“SaaSy’s analytics dashboard has provided us with valuable insights into our business operations. We’re now making data-driven decisions with confidence.”
Martha P.
Director at GrowthHub
“SaaSy’s customizable workflows have transformed the way we work. Automating routine tasks and setting up personalized notifications has helped us stay organized and focused on what truly matters.”
Haley M.
Project Lead at CreativePulse
Yes. We take this very seriously, it's the main reason our product exists. We take a unique approach. Ask us about it.
Same Day
14-day no obligation
Starting at £79+VAT per month